AllSquare Wealth Management’s Chevron CVX Stock Holding History

AllSquare Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$276K	Hold	1,928	–	–	0.16%	85
2025 Q1	$323K	Hold	1,928	–	–	0.19%	73
2024 Q4	$279K	Hold	1,928	–	–	0.16%	79
2024 Q3	$284K	Hold	1,928	–	–	0.16%	81
2024 Q2	$302K	Hold	1,928	–	–	0.18%	78
2024 Q1	$304K	Buy	1,928 +30	+2%	+$4.73K	0.18%	78
2023 Q4	$283K	Hold	1,898	–	–	0.17%	81
2023 Q3	$320K	Hold	1,898	–	–	0.21%	69
2023 Q2	$291K	Hold	1,898	–	–	0.19%	75
2023 Q1	$310K	Hold	1,898	–	–	0.2%	72
2022 Q4	$341K	Hold	1,898	–	–	0.23%	58
2022 Q3	$273K	Hold	1,898	–	–	0.2%	67
2022 Q2	$275K	Hold	1,898	–	–	0.19%	74
2022 Q1	$309K	Hold	1,898	–	–	0.19%	75
2021 Q4	$223K	Hold	1,898	–	–	0.13%	92
2021 Q3	$193K	Hold	1,898	–	–	0.12%	99
2021 Q2	$199K	Hold	1,898	–	–	0.12%	96
2021 Q1	$199K	Hold	1,898	–	–	0.12%	91
2020 Q4	$160K	Hold	1,898	–	–	0.11%	100
2020 Q3	$137K	Hold	1,898	–	–	0.1%	104
2020 Q2	$169K	Hold	1,898	–	–	0.13%	85
2020 Q1	$138K	Hold	1,898	–	–	0.12%	91
2019 Q4	$229K	Sell	1,898 -200	-10%	-$24.1K	0.16%	79
2019 Q3	$249K	Sell	2,098 -8	-0.4%	-$949	0.18%	70
2019 Q2	$262K	Hold	2,106	–	–	0.2%	69
2019 Q1	$259K	Hold	2,106	–	–	0.19%	67
2018 Q4	$229K	Hold	2,106	–	–	0.19%	66
2018 Q3	$258K	Hold	2,106	–	–	0.19%	65
2018 Q2	$266K	Buy	2,106 +250	+13%	+$31.6K	0.2%	60
2018 Q1	$212K	Hold	1,856	–	–	0.17%	66
2017 Q4	$232K	Hold	1,856	–	–	0.18%	62
2017 Q3	$218K	Buy	1,856 +1,848	+23,100%	+$217K	0.18%	64
2017 Q2	$1K	Hold	8	–	–	﹤0.01%	166
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	347
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	320
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	304
2016 Q2	$1K	Sell	8 -8	-50%	-$1K	﹤0.01%	290
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	275
2015 Q4	$1K	Sell	16 -1,108	-99%	-$69.3K	﹤0.01%	292
2015 Q3	$89K	Hold	1,124	–	–	0.09%	83
2015 Q2	$108K	Hold	1,124	–	–	0.1%	76
2015 Q1	$118K	Sell	1,124 -450	-29%	-$47.2K	0.11%	77
2014 Q4	$177K	Buy	+1,574	New	+$177K	0.17%	55