Barlow 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 | $861K | Sell |
5,818
-143
| -2% | -$21.2K | 0.1% | 61 |
|
|
2025
Q1 | $827K | Buy |
5,961
+300
| +5% | +$41.6K | 0.11% | 62 |
|
|
2024
Q4 | $896K | Buy |
5,661
+329
| +6% | +$52.1K | 0.11% | 61 |
|
|
2024
Q3 | $806K | Buy |
5,332
+1
| +0% | +$151 | 0.11% | 71 |
|
|
2024
Q2 | $827K | Buy |
5,331
+1
| +0% | +$155 | 0.11% | 70 |
|
|
2024
Q1 | $847K | Sell |
5,330
-932
| -15% | -$148K | 0.12% | 71 |
|
|
2023
Q4 | $934K | Buy |
+6,262
| New | +$934K | 0.13% | 68 |
|