Brown 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 | $220K | Buy |
1,536
+108
| +8% | +$15.5K | 0.07% | 93 |
|
|
2025
Q1 | $239K | Buy |
1,428
+37
| +3% | +$6.19K | 0.08% | 83 |
|
|
2024
Q4 | $201K | Buy |
+1,391
| New | +$201K | 0.07% | 83 |
|
|
2023
Q3 | – | Sell |
-1,637
| Closed | -$258K | – | 88 |
|
|
2023
Q2 | $258K | Buy |
+1,637
| New | +$258K | 0.13% | 79 |
|