Avaii 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 | $313K | Buy |
+2,185
| New | +$313K | 0.14% | 93 |
|
|
2024
Q2 | – | Sell |
-1,332
| Closed | -$210K | – | 146 |
|
|
2024
Q1 | $210K | Sell |
1,332
-12
| -0.9% | -$1.89K | 0.12% | 134 |
|
|
2023
Q4 | $200K | Sell |
1,344
-167
| -11% | -$24.9K | 0.13% | 138 |
|
|
2023
Q3 | $255K | Buy |
1,511
+101
| +7% | +$17K | 0.19% | 111 |
|
|
2023
Q2 | $222K | Sell |
1,410
-418
| -23% | -$65.8K | 0.17% | 132 |
|
|
2023
Q1 | $298K | Buy |
1,828
+319
| +21% | +$52K | 0.26% | 92 |
|
|
2022
Q4 | $271K | Buy |
+1,509
| New | +$271K | 0.24% | 97 |
|