Austin 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 | $283K | Sell |
1,868
-106
| -5% | -$16.1K | 0.05% | 111 |
|
|
2025
Q1 | $275K | Sell |
1,974
-390
| -16% | -$54.2K | 0.06% | 103 |
|
|
2024
Q4 | $382K | Buy |
2,364
+74
| +3% | +$11.9K | 0.08% | 87 |
|
|
2024
Q3 | $346K | Sell |
2,290
-53
| -2% | -$8.02K | 0.08% | 88 |
|
|
2024
Q2 | $364K | Buy |
2,343
+24
| +1% | +$3.73K | 0.09% | 84 |
|
|
2024
Q1 | $365K | Buy |
2,319
+525
| +29% | +$82.7K | 0.09% | 81 |
|
|
2023
Q4 | $277K | Buy |
1,794
+5
| +0.3% | +$773 | 0.07% | 93 |
|
|
2023
Q3 | $259K | Buy |
+1,789
| New | +$259K | 0.08% | 86 |
|