Balboa Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
4,471
+916
| +26% | +$131K | 0.13% | 133 |
|
|
2025
Q1 | $595K | Sell |
3,555
-104
| -3% | -$17.4K | 0.14% | 117 |
|
|
2024
Q4 | $530K | Sell |
3,659
-2,674
| -42% | -$387K | 0.12% | 139 |
|
|
2024
Q3 | $933K | Sell |
6,333
-899
| -12% | -$132K | 0.23% | 85 |
|
|
2024
Q2 | $1.13M | Sell |
7,232
-224
| -3% | -$35K | 0.3% | 63 |
|
|
2024
Q1 | $1.18M | Buy |
7,456
+546
| +8% | +$86.1K | 0.35% | 52 |
|
|
2023
Q4 | $1.03M | Buy |
6,910
+3
| +0% | +$447 | 0.34% | 53 |
|
|
2023
Q3 | $1.16M | Sell |
6,907
-97
| -1% | -$16.4K | 0.44% | 34 |
|
|
2023
Q2 | $1.1M | Buy |
7,004
+10
| +0.1% | +$1.57K | 0.38% | 40 |
|
|
2023
Q1 | $1.14M | Buy |
6,994
+345
| +5% | +$56.3K | 0.43% | 42 |
|
|
2022
Q4 | $1.19M | Sell |
6,649
-3,125
| -32% | -$561K | 0.54% | 42 |
|
|
2022
Q3 | $1.4M | Buy |
+9,774
| New | +$1.4M | 0.62% | 29 |
|