BetterWealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
2,371
-58
| -2% | -$8.31K | 0.09% | 42 |
|
|
2025
Q1 | $406K | Sell |
2,429
-641
| -21% | -$107K | 0.11% | 39 |
|
|
2024
Q4 | $445K | Hold |
3,070
| – | – | 0.12% | 41 |
|
|
2024
Q3 | $452K | Sell |
3,070
-20
| -0.6% | -$2.95K | 0.13% | 37 |
|
|
2024
Q2 | $483K | Buy |
3,090
+20
| +0.7% | +$3.13K | 0.15% | 35 |
|
|
2024
Q1 | $484K | Hold |
3,070
| – | – | 0.16% | 37 |
|
|
2023
Q4 | $458K | Buy |
3,070
+9
| +0.3% | +$1.34K | 0.16% | 39 |
|
|
2023
Q3 | $516K | Hold |
3,061
| – | – | 0.21% | 28 |
|
|
2023
Q2 | $482K | Hold |
3,061
| – | – | 0.19% | 30 |
|
|
2023
Q1 | $499K | Sell |
3,061
-40
| -1% | -$6.53K | 0.2% | 28 |
|
|
2022
Q4 | $557K | Sell |
3,101
-140
| -4% | -$25.1K | 0.25% | 18 |
|
|
2022
Q3 | $466K | Sell |
3,241
-100
| -3% | -$14.4K | 0.24% | 23 |
|
|
2022
Q2 | $484K | Hold |
3,341
| – | – | 0.24% | 22 |
|
|
2022
Q1 | $544K | Hold |
3,341
| – | – | 0.73% | 15 |
|
|
2021
Q4 | $392K | Buy |
+3,341
| New | +$392K | 0.27% | 23 |
|