Angeles 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 | $1.37M | Sell |
9,597
-676
| -7% | -$96.8K | 0.09% | 77 |
|
|
2025
Q1 | $1.72M | Buy |
10,273
+452
| +5% | +$75.6K | 0.14% | 57 |
|
|
2024
Q4 | $1.42M | Buy |
9,821
+1,848
| +23% | +$268K | 0.12% | 64 |
|
|
2024
Q3 | $1.17M | Buy |
7,973
+429
| +6% | +$63.2K | 0.1% | 68 |
|
|
2024
Q2 | $1.18M | Buy |
7,544
+1,982
| +36% | +$310K | 0.11% | 65 |
|
|
2024
Q1 | $877K | Buy |
5,562
+201
| +4% | +$31.7K | 0.09% | 81 |
|
|
2023
Q4 | $800K | Buy |
5,361
+72
| +1% | +$10.7K | 0.1% | 82 |
|
|
2023
Q3 | $892K | Sell |
5,289
-41
| -0.8% | -$6.91K | 0.13% | 66 |
|
|
2023
Q2 | $839K | Buy |
5,330
+342
| +7% | +$53.8K | 0.11% | 78 |
|
|
2023
Q1 | $814K | Buy |
4,988
+251
| +5% | +$41K | 0.12% | 86 |
|
|
2022
Q4 | $850K | Buy |
4,737
+1,053
| +29% | +$189K | 0.15% | 80 |
|
|
2022
Q3 | $529K | Buy |
3,684
+723
| +24% | +$104K | 0.1% | 93 |
|
|
2022
Q2 | $429K | Buy |
2,961
+220
| +8% | +$31.9K | 0.09% | 111 |
|
|
2022
Q1 | $446K | Buy |
+2,741
| New | +$446K | 0.08% | 113 |
|