Ameliora 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 | $294K | Hold |
2,050
| – | – | 0.11% | 86 |
|
|
2025
Q1 | $343K | Sell |
2,050
-1,728
| -46% | -$289K | 0.13% | 75 |
|
|
2024
Q4 | $547K | Hold |
3,778
| – | – | 0.21% | 60 |
|
|
2024
Q3 | $556K | Sell |
3,778
-433
| -10% | -$63.8K | 0.23% | 54 |
|
|
2024
Q2 | $659K | Sell |
4,211
-328
| -7% | -$51.3K | 0.3% | 48 |
|
|
2024
Q1 | $716K | Sell |
4,539
-17
| -0.4% | -$2.68K | 0.32% | 50 |
|
|
2023
Q4 | $680K | Buy |
4,556
+761
| +20% | +$114K | 0.34% | 49 |
|
|
2023
Q3 | $640K | Buy |
3,795
+188
| +5% | +$31.7K | 0.38% | 43 |
|
|
2023
Q2 | $568K | Buy |
3,607
+363
| +11% | +$57.1K | 0.35% | 46 |
|
|
2023
Q1 | $529K | Buy |
3,244
+268
| +9% | +$43.7K | 0.31% | 60 |
|
|
2022
Q4 | $534K | Hold |
2,976
| – | – | 0.29% | 46 |
|
|
2022
Q3 | $469K | Buy |
+2,976
| New | +$469K | 0.25% | 52 |
|