BMD
Better Money Decisions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
3,011
| – | – | 0.26% | 54 |
|
|
2025
Q1 | $504K | Sell |
3,011
-170
| -5% | -$28.4K | 0.34% | 47 |
|
|
2024
Q4 | $461K | Buy |
3,181
+9
| +0.3% | +$1.3K | 0.32% | 44 |
|
|
2024
Q3 | $467K | Buy |
3,172
+73
| +2% | +$10.8K | 0.33% | 43 |
|
|
2024
Q2 | $485K | Sell |
3,099
-51
| -2% | -$7.98K | 0.36% | 40 |
|
|
2024
Q1 | $497K | Buy |
3,150
+188
| +6% | +$29.7K | 0.39% | 38 |
|
|
2023
Q4 | $442K | Buy |
2,962
+95
| +3% | +$14.2K | 0.37% | 36 |
|
|
2023
Q3 | $483K | Hold |
2,867
| – | – | 0.43% | 34 |
|
|
2023
Q2 | $451K | Hold |
2,867
| – | – | 0.37% | 36 |
|
|
2023
Q1 | $468K | Sell |
2,867
-7
| -0.2% | -$1.14K | 0.39% | 38 |
|
|
2022
Q4 | $516K | Sell |
2,874
-268
| -9% | -$48.1K | 0.45% | 38 |
|
|
2022
Q3 | $451K | Buy |
3,142
+75
| +2% | +$10.8K | 0.44% | 38 |
|
|
2022
Q2 | $444K | Hold |
3,067
| – | – | 0.38% | 38 |
|
|
2022
Q1 | $499K | Hold |
3,067
| – | – | 0.47% | 37 |
|
|
2021
Q4 | $360K | Hold |
3,067
| – | – | 0.3% | 48 |
|
|
2021
Q3 | $311K | Hold |
3,067
| – | – | 0.26% | 55 |
|
|
2021
Q2 | $321K | Buy |
3,067
+205
| +7% | +$21.5K | 0.29% | 52 |
|
|
2021
Q1 | $300K | Buy |
+2,862
| New | +$300K | 0.31% | 48 |
|