BIP Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
7,530
-181
| -2% | -$25.9K | 0.07% | 94 |
|
|
2025
Q1 | $1.29M | Buy |
7,711
+72
| +0.9% | +$12K | 0.08% | 86 |
|
|
2024
Q4 | $1.11M | Buy |
7,639
+451
| +6% | +$65.3K | 0.07% | 96 |
|
|
2024
Q3 | $1.06M | Buy |
7,188
+4,208
| +141% | +$620K | 0.07% | 91 |
|
|
2024
Q2 | $466K | Sell |
2,980
-4,577
| -61% | -$716K | 0.04% | 119 |
|
|
2024
Q1 | $1.19M | Buy |
7,557
+1,160
| +18% | +$183K | 0.09% | 78 |
|
|
2023
Q4 | $954K | Buy |
6,397
+3,748
| +141% | +$559K | 0.08% | 84 |
|
|
2023
Q3 | $447K | Sell |
2,649
-2,928
| -53% | -$494K | 0.04% | 113 |
|
|
2023
Q2 | $878K | Sell |
5,577
-1,178
| -17% | -$185K | 0.07% | 83 |
|
|
2023
Q1 | $1.1M | Buy |
+6,755
| New | +$1.1M | 0.12% | 76 |
|