Accretive Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
9,893
-72
| -0.7% | -$10.3K | 0.46% | 68 |
|
|
2025
Q1 | $1.35M | Buy |
9,965
+1,303
| +15% | +$177K | 0.48% | 66 |
|
|
2024
Q4 | $1.25M | Sell |
8,662
-307
| -3% | -$44.5K | 0.53% | 63 |
|
|
2024
Q3 | $1.32M | Sell |
8,969
-202
| -2% | -$29.7K | 0.55% | 63 |
|
|
2024
Q2 | $1.43M | Buy |
9,171
+475
| +5% | +$74.3K | 0.6% | 57 |
|
|
2024
Q1 | $1.39M | Buy |
8,696
+7,347
| +545% | +$1.18M | 0.62% | 53 |
|
|
2023
Q4 | $201K | Hold |
1,349
| – | – | 0.1% | 127 |
|
|
2023
Q3 | $227K | Hold |
1,349
| – | – | 0.14% | 113 |
|
|
2023
Q2 | $212K | Buy |
1,349
+17
| +1% | +$2.68K | 0.13% | 110 |
|
|
2023
Q1 | $217K | Buy |
+1,332
| New | +$217K | 0.14% | 109 |
|