Act 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 | $675K | Sell |
4,711
-86
| -2% | -$12.3K | 0.29% | 24 |
|
|
2025
Q1 | $802K | Buy |
4,797
+329
| +7% | +$55K | 0.36% | 21 |
|
|
2024
Q4 | $647K | Sell |
4,468
-34
| -0.8% | -$4.93K | 0.3% | 23 |
|
|
2024
Q3 | $663K | Buy |
4,502
+32
| +0.7% | +$4.71K | 0.29% | 20 |
|
|
2024
Q2 | $699K | Buy |
4,470
+171
| +4% | +$26.7K | 0.34% | 20 |
|
|
2024
Q1 | $678K | Sell |
4,299
-1
| -0% | -$158 | 0.34% | 19 |
|
|
2023
Q4 | $641K | Buy |
4,300
+70
| +2% | +$10.4K | 0.35% | 19 |
|
|
2023
Q3 | $713K | Buy |
4,230
+38
| +0.9% | +$6.41K | 0.48% | 15 |
|
|
2023
Q2 | $660K | Buy |
4,192
+10
| +0.2% | +$1.57K | 0.37% | 16 |
|
|
2023
Q1 | $682K | Sell |
4,182
-97
| -2% | -$15.8K | 0.41% | 15 |
|
|
2022
Q4 | $768K | Sell |
4,279
-466
| -10% | -$83.6K | 0.49% | 14 |
|
|
2022
Q3 | $682K | Buy |
4,745
+54
| +1% | +$7.76K | 0.49% | 15 |
|
|
2022
Q2 | $679K | Sell |
4,691
-90
| -2% | -$13K | 0.44% | 15 |
|
|
2022
Q1 | $778K | Buy |
4,781
+140
| +3% | +$22.8K | 0.44% | 15 |
|
|
2021
Q4 | $545K | Buy |
4,641
+67
| +1% | +$7.87K | 0.31% | 15 |
|
|
2021
Q3 | $479K | Hold |
4,574
| – | – | 0.3% | 17 |
|
|
2021
Q2 | $479K | Buy |
4,574
+3
| +0.1% | +$314 | 0.3% | 17 |
|
|
2021
Q1 | $479K | Buy |
4,571
+260
| +6% | +$27.2K | 0.31% | 17 |
|
|
2020
Q4 | $364K | Buy |
+4,311
| New | +$364K | 0.23% | 18 |
|