Allen 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 | $3.96M | Sell |
27,621
-204
| -0.7% | -$29.2K | 2.77% | 6 |
|
|
2025
Q1 | $4.65M | Buy |
27,825
+176
| +0.6% | +$29.4K | 3.21% | 6 |
|
|
2024
Q4 | $4M | Buy |
27,649
+582
| +2% | +$84.3K | 2.87% | 6 |
|
|
2024
Q3 | $3.99M | Buy |
27,067
+1,966
| +8% | +$290K | 2.76% | 6 |
|
|
2024
Q2 | $3.93M | Buy |
25,101
+811
| +3% | +$127K | 3.5% | 5 |
|
|
2024
Q1 | $3.83M | Sell |
24,290
-26
| -0.1% | -$4.1K | 3.38% | 5 |
|
|
2023
Q4 | $3.63M | Buy |
+24,316
| New | +$3.63M | 3.55% | 6 |
|