Berry 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 | $395K | Buy |
2,759
+474
| +21% | +$67.9K | 0.28% | 50 |
|
|
2025
Q1 | $382K | Sell |
2,285
-260
| -10% | -$43.5K | 0.3% | 49 |
|
|
2024
Q4 | $369K | Sell |
2,545
-60
| -2% | -$8.69K | 0.27% | 46 |
|
|
2024
Q3 | $384K | Buy |
2,605
+236
| +10% | +$34.8K | 0.27% | 47 |
|
|
2024
Q2 | $371K | Sell |
2,369
-185
| -7% | -$28.9K | 0.3% | 46 |
|
|
2024
Q1 | $403K | Buy |
2,554
+221
| +9% | +$34.9K | 0.33% | 39 |
|
|
2023
Q4 | $348K | Buy |
+2,333
| New | +$348K | 0.32% | 48 |
|