Bridgewealth Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
+12,829
| New | +$1.84M | 0.47% | 37 |
|
|
2025
Q1 | – | Sell |
-16,172
| Closed | -$2.52M | – | 61 |
|
|
2024
Q4 | $2.52M | Buy |
16,172
+1,470
| +10% | +$229K | 0.71% | 31 |
|
|
2024
Q3 | $2.17M | Buy |
14,702
+8,758
| +147% | +$1.29M | 0.79% | 28 |
|
|
2024
Q2 | $930K | Sell |
5,944
-15
| -0.3% | -$2.35K | 0.41% | 38 |
|
|
2024
Q1 | $940K | Hold |
5,959
| – | – | 0.46% | 37 |
|
|
2023
Q4 | $889K | Buy |
5,959
+164
| +3% | +$24.5K | 0.68% | 29 |
|
|
2023
Q3 | $977K | Buy |
5,795
+92
| +2% | +$15.5K | 1.2% | 19 |
|
|
2023
Q2 | $898K | Buy |
5,703
+95
| +2% | +$15K | 1.46% | 15 |
|
|
2023
Q1 | $915K | Hold |
5,608
| – | – | 1.69% | 13 |
|
|
2022
Q4 | $1.01M | Buy |
+5,608
| New | +$1.01M | 1.97% | 12 |
|