Brady Family 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 | $1.82M | Sell |
12,735
-35
| -0.3% | -$5.01K | 0.56% | 49 |
|
|
2025
Q1 | $2.14M | Sell |
12,770
-1,599
| -11% | -$267K | 0.68% | 46 |
|
|
2024
Q4 | $2.08M | Buy |
14,369
+199
| +1% | +$28.8K | 0.64% | 48 |
|
|
2024
Q3 | $2.09M | Buy |
14,170
+51
| +0.4% | +$7.51K | 0.63% | 48 |
|
|
2024
Q2 | $2.21M | Buy |
14,119
+45
| +0.3% | +$7.04K | 0.71% | 47 |
|
|
2024
Q1 | $2.22M | Sell |
14,074
-425
| -3% | -$67K | 0.72% | 46 |
|
|
2023
Q4 | $2.16M | Buy |
14,499
+415
| +3% | +$61.9K | 0.74% | 45 |
|
|
2023
Q3 | $2.37M | Buy |
14,084
+2,006
| +17% | +$338K | 0.92% | 41 |
|
|
2023
Q2 | $1.9M | Buy |
12,078
+409
| +4% | +$64.4K | 0.71% | 47 |
|
|
2023
Q1 | $1.9M | Buy |
11,669
+1,265
| +12% | +$206K | 0.75% | 46 |
|
|
2022
Q4 | $1.87M | Buy |
+10,404
| New | +$1.87M | 0.77% | 48 |
|