BCGM 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 | $298K | Sell |
2,079
-84
| -4% | -$12K | 0.08% | 135 |
|
|
2025
Q1 | $362K | Sell |
2,163
-28
| -1% | -$4.69K | 0.11% | 117 |
|
|
2024
Q4 | $317K | Buy |
2,191
+553
| +34% | +$80.1K | 0.1% | 125 |
|
|
2024
Q3 | $241K | Buy |
1,638
+76
| +5% | +$11.2K | 0.08% | 142 |
|
|
2024
Q2 | $244K | Buy |
1,562
+9
| +0.6% | +$1.41K | 0.08% | 139 |
|
|
2024
Q1 | $245K | Buy |
1,553
+9
| +0.6% | +$1.42K | 0.09% | 132 |
|
|
2023
Q4 | $230K | Buy |
1,544
+109
| +8% | +$16.3K | 0.09% | 125 |
|
|
2023
Q3 | $242K | Hold |
1,435
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $226K | Buy |
+1,435
| New | +$226K | 0.1% | 113 |
|
|
2023
Q1 | – | Sell |
-1,405
| Closed | -$252K | – | 98 |
|
|
2022
Q4 | $252K | Buy |
1,405
+7
| +0.5% | +$1.26K | 0.12% | 98 |
|
|
2022
Q3 | $250K | Sell |
1,398
-106
| -7% | -$19K | 0.12% | 96 |
|
|
2022
Q2 | $246K | Buy |
1,504
+120
| +9% | +$19.6K | 0.12% | 96 |
|
|
2022
Q1 | $217K | Buy |
+1,384
| New | +$217K | 0.12% | 104 |
|