49 Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
5,736
-10
| -0.2% | -$1.43K | 0.09% | 63 |
|
|
2025
Q1 | $961K | Buy |
5,746
+1,289
| +29% | +$216K | 0.12% | 60 |
|
|
2024
Q4 | $646K | Buy |
4,457
+403
| +10% | +$58.4K | 0.09% | 68 |
|
|
2024
Q3 | $597K | Buy |
4,054
+1,171
| +41% | +$172K | 0.1% | 74 |
|
|
2024
Q2 | $451K | Buy |
2,883
+346
| +14% | +$54.2K | 0.09% | 88 |
|
|
2024
Q1 | $404K | Buy |
2,537
+1,055
| +71% | +$168K | 0.09% | 72 |
|
|
2023
Q4 | $221K | Buy |
+1,482
| New | +$221K | 0.06% | 105 |
|