Adamsbrown Wealth Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,822
-34
| -2% | -$4.87K | 0.08% | 87 |
|
|
2025
Q1 | $311K | Sell |
1,856
-106
| -5% | -$17.7K | 0.1% | 71 |
|
|
2024
Q4 | $284K | Sell |
1,962
-24
| -1% | -$3.48K | 0.1% | 80 |
|
|
2024
Q3 | $292K | Sell |
1,986
-67
| -3% | -$9.87K | 0.1% | 71 |
|
|
2024
Q2 | $321K | Buy |
2,053
+101
| +5% | +$15.8K | 0.13% | 60 |
|
|
2024
Q1 | $308K | Sell |
1,952
-187
| -9% | -$29.5K | 0.12% | 58 |
|
|
2023
Q4 | $319K | Buy |
2,139
+340
| +19% | +$50.7K | 0.14% | 57 |
|
|
2023
Q3 | $303K | Buy |
1,799
+42
| +2% | +$7.08K | 0.15% | 54 |
|
|
2023
Q2 | $276K | Buy |
1,757
+12
| +0.7% | +$1.89K | 0.15% | 60 |
|
|
2023
Q1 | $285K | Sell |
1,745
-464
| -21% | -$75.7K | 0.16% | 56 |
|
|
2022
Q4 | $396K | Buy |
2,209
+116
| +6% | +$20.8K | 0.24% | 47 |
|
|
2022
Q3 | $301K | Sell |
2,093
-22
| -1% | -$3.16K | 0.23% | 56 |
|
|
2022
Q2 | $306K | Sell |
2,115
-4
| -0.2% | -$579 | 0.24% | 62 |
|
|
2022
Q1 | $345K | Buy |
+2,119
| New | +$345K | 0.27% | 64 |
|