Aprio 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 | $1.04M | Buy |
7,291
+106
| +1% | +$15.2K | 0.12% | 108 |
|
|
2025
Q1 | $1.2M | Buy |
7,185
+2,138
| +42% | +$358K | 0.15% | 91 |
|
|
2024
Q4 | $731K | Buy |
5,047
+495
| +11% | +$71.7K | 0.11% | 106 |
|
|
2024
Q3 | $670K | Sell |
4,552
-1,073
| -19% | -$158K | 0.11% | 105 |
|
|
2024
Q2 | $880K | Buy |
5,625
+2,874
| +104% | +$450K | 0.16% | 76 |
|
|
2024
Q1 | $434K | Buy |
2,751
+1,340
| +95% | +$211K | 0.09% | 109 |
|
|
2023
Q4 | $210K | Sell |
1,411
-111
| -7% | -$16.6K | 0.05% | 178 |
|
|
2023
Q3 | $257K | Buy |
1,522
+127
| +9% | +$21.4K | 0.07% | 129 |
|
|
2023
Q2 | $220K | Buy |
+1,395
| New | +$220K | 0.06% | 135 |
|
|
2023
Q1 | – | Sell |
-1,367
| Closed | -$245K | – | 135 |
|
|
2022
Q4 | $245K | Buy |
+1,367
| New | +$245K | 0.09% | 101 |
|
|
2022
Q3 | – | Sell |
-2,825
| Closed | -$409K | – | 115 |
|
|
2022
Q2 | $409K | Buy |
2,825
+978
| +53% | +$142K | 0.16% | 53 |
|
|
2022
Q1 | $301K | Buy |
+1,847
| New | +$301K | 0.11% | 71 |
|
|
2020
Q1 | – | Sell |
-3,585
| Closed | -$432K | – | 64 |
|
|
2019
Q4 | $432K | Buy |
+3,585
| New | +$432K | 0.32% | 38 |
|