Bordeaux Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
5,357
-89
| -2% | -$12.7K | 0.1% | 70 |
|
|
2025
Q1 | $911K | Buy |
5,446
+2,250
| +70% | +$376K | 0.17% | 58 |
|
|
2024
Q4 | $463K | Sell |
3,196
-656
| -17% | -$95K | 0.07% | 90 |
|
|
2024
Q3 | $567K | Buy |
3,852
+603
| +19% | +$88.8K | 0.1% | 84 |
|
|
2024
Q2 | $508K | Buy |
3,249
+234
| +8% | +$36.6K | 0.1% | 81 |
|
|
2024
Q1 | $476K | Sell |
3,015
-851
| -22% | -$134K | 0.16% | 59 |
|
|
2023
Q4 | $577K | Buy |
3,866
+89
| +2% | +$13.3K | 0.19% | 55 |
|
|
2023
Q3 | $637K | Buy |
3,777
+145
| +4% | +$24.5K | 0.26% | 45 |
|
|
2023
Q2 | $572K | Buy |
3,632
+2,145
| +144% | +$338K | 0.23% | 51 |
|
|
2023
Q1 | $243K | Sell |
1,487
-187
| -11% | -$30.5K | 0.13% | 92 |
|
|
2022
Q4 | $300K | Buy |
1,674
+221
| +15% | +$39.7K | 0.16% | 69 |
|
|
2022
Q3 | $209K | Hold |
1,453
| – | – | 0.13% | 80 |
|
|
2022
Q2 | $210K | Sell |
1,453
-165
| -10% | -$23.8K | 0.14% | 77 |
|
|
2022
Q1 | $263K | Buy |
+1,618
| New | +$263K | 0.14% | 76 |
|