Balanced Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
2,216
-610
| -22% | -$92.5K | 0.15% | 54 |
|
|
2025
Q1 | $473K | Buy |
2,826
+30
| +1% | +$5.02K | 0.23% | 43 |
|
|
2024
Q4 | $417K | Sell |
2,796
-136
| -5% | -$20.3K | 0.19% | 48 |
|
|
2024
Q3 | $432K | Sell |
2,932
-238
| -8% | -$35.1K | 0.19% | 50 |
|
|
2024
Q2 | $496K | Buy |
3,170
+33
| +1% | +$5.17K | 0.23% | 48 |
|
|
2024
Q1 | $519K | Buy |
3,137
+1,464
| +88% | +$242K | 0.23% | 47 |
|
|
2023
Q4 | $250K | Buy |
+1,673
| New | +$250K | 0.13% | 57 |
|