BigSur 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 | $558K | Hold |
3,900
| – | – | 0.14% | 113 |
|
|
2025
Q1 | $652K | Hold |
3,900
| – | – | 0.18% | 104 |
|
|
2024
Q4 | $565K | Sell |
3,900
-5,300
| -58% | -$768K | 0.16% | 110 |
|
|
2024
Q3 | $1.35M | Hold |
9,200
| – | – | 0.37% | 71 |
|
|
2024
Q2 | $1.44M | Buy |
9,200
+600
| +7% | +$93.9K | 0.44% | 64 |
|
|
2024
Q1 | $1.36M | Buy |
8,600
+6,600
| +330% | +$1.04M | 0.43% | 69 |
|
|
2023
Q4 | $298K | Hold |
2,000
| – | – | 0.14% | 91 |
|
|
2023
Q3 | $337K | Hold |
2,000
| – | – | 0.17% | 87 |
|
|
2023
Q2 | $315K | Sell |
2,000
-1,500
| -43% | -$236K | 0.15% | 94 |
|
|
2023
Q1 | $571K | Hold |
3,500
| – | – | 0.27% | 81 |
|
|
2022
Q4 | $628K | Buy |
3,500
+1,500
| +75% | +$269K | 0.3% | 74 |
|
|
2022
Q3 | $287K | Hold |
2,000
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $290K | Buy |
+2,000
| New | +$290K | 0.14% | 104 |
|
|
2021
Q2 | – | Sell |
-2,300
| Closed | -$241K | – | 124 |
|
|
2021
Q1 | $241K | Buy |
+2,300
| New | +$241K | 0.12% | 102 |
|
|
2018
Q3 | – | Sell |
-1,580
| Closed | -$200K | – | 106 |
|
|
2018
Q2 | $200K | Buy |
+1,580
| New | +$200K | 0.15% | 98 |
|