BlackDiamond 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 | $328K | Buy |
2,250
+640
| +40% | +$93.2K | 0.19% | 105 |
|
|
2025
Q1 | $223K | Buy |
+1,610
| New | +$223K | 0.15% | 138 |
|
|
2024
Q2 | – | Sell |
-1,305
| Closed | -$206K | – | 150 |
|
|
2024
Q1 | $206K | Buy |
+1,305
| New | +$206K | 0.15% | 141 |
|
|
2023
Q4 | – | Sell |
-1,386
| Closed | -$202K | – | 141 |
|
|
2023
Q3 | $202K | Buy |
1,386
+76
| +6% | +$11.1K | 0.18% | 124 |
|
|
2023
Q2 | $213K | Buy |
+1,310
| New | +$213K | 0.18% | 120 |
|