Bradley & Co Private 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 | $45.8K | Hold |
320
| – | – | 0.03% | 77 |
|
|
2025
Q1 | $53.5K | Hold |
320
| – | – | 0.04% | 70 |
|
|
2024
Q4 | $46.3K | Buy |
+320
| New | +$46.3K | 0.03% | 75 |
|
|
2024
Q2 | $50.1K | Hold |
320
| – | – | 0.04% | 68 |
|
|
2024
Q1 | $50.5K | Hold |
320
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $47.7K | Hold |
320
| – | – | 0.04% | 63 |
|
|
2023
Q3 | $54K | Hold |
320
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $50.4K | Hold |
320
| – | – | 0.05% | 59 |
|
|
2023
Q1 | $52.2K | Hold |
320
| – | – | 0.06% | 55 |
|
|
2022
Q4 | $57.4K | Hold |
320
| – | – | 0.07% | 57 |
|
|
2022
Q3 | $46K | Hold |
320
| – | – | 0.05% | 68 |
|
|
2022
Q2 | $46K | Buy |
320
+20
| +7% | +$2.88K | 0.05% | 84 |
|
|
2022
Q1 | $49K | Hold |
300
| – | – | 0.04% | 86 |
|
|
2021
Q4 | $35K | Hold |
300
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $30K | Hold |
300
| – | – | 0.03% | 110 |
|
|
2021
Q2 | $31K | Hold |
300
| – | – | 0.03% | 116 |
|
|
2021
Q1 | $31K | Buy |
+300
| New | +$31K | 0.03% | 114 |
|