Atlantic Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Hold |
200
| – | – | 0.02% | 133 |
|
|
2025
Q1 | $33.5K | Hold |
200
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $29K | Hold |
200
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $29.5K | Buy |
+200
| New | +$29.5K | 0.02% | 107 |
|
|
2022
Q1 | – | Sell |
-3,407
| Closed | -$400K | – | 41 |
|
|
2021
Q4 | $400K | Buy |
+3,407
| New | +$400K | 0.35% | 23 |
|