Blue Barn 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 | – | Sell |
-1,240
| Closed | -$207K | – | 159 |
|
|
2025
Q1 | $207K | Buy |
+1,240
| New | +$207K | 0.11% | 142 |
|
|
2023
Q4 | – | Sell |
-1,519
| Closed | -$256K | – | 132 |
|
|
2023
Q3 | $256K | Buy |
1,519
+137
| +10% | +$23.1K | 0.17% | 98 |
|
|
2023
Q2 | $217K | Sell |
1,382
-96
| -6% | -$15.1K | 0.14% | 108 |
|
|
2023
Q1 | $241K | Sell |
1,478
-169
| -10% | -$27.6K | 0.15% | 104 |
|
|
2022
Q4 | $296K | Sell |
1,647
-40
| -2% | -$7.18K | 0.19% | 82 |
|
|
2022
Q3 | $242K | Buy |
1,687
+301
| +22% | +$43.2K | 0.17% | 90 |
|
|
2022
Q2 | $201K | Sell |
1,386
-556
| -29% | -$80.6K | 0.15% | 111 |
|
|
2022
Q1 | $316K | Sell |
1,942
-248
| -11% | -$40.4K | 0.22% | 76 |
|
|
2021
Q4 | $257K | Sell |
2,190
-5
| -0.2% | -$587 | 0.17% | 93 |
|
|
2021
Q3 | $223K | Buy |
+2,195
| New | +$223K | 0.2% | 95 |
|