Buck Wealth Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
10,033
-245
| -2% | -$35.1K | 0.22% | 56 |
|
|
2025
Q1 | $1.72M | Buy |
10,278
+8,193
| +393% | +$1.37M | 0.31% | 49 |
|
|
2024
Q4 | $302K | Buy |
+2,085
| New | +$302K | 0.06% | 74 |
|
|
2024
Q2 | – | Sell |
-8,851
| Closed | -$1.4M | – | 79 |
|
|
2024
Q1 | $1.4M | Buy |
8,851
+6,763
| +324% | +$1.07M | 0.48% | 44 |
|
|
2023
Q4 | $312K | Sell |
2,088
-38
| -2% | -$5.67K | 0.12% | 58 |
|
|
2023
Q3 | $358K | Buy |
2,126
+40
| +2% | +$6.75K | 0.14% | 59 |
|
|
2023
Q2 | $328K | Sell |
2,086
-292
| -12% | -$46K | 0.14% | 34 |
|
|
2023
Q1 | $388K | Buy |
+2,378
| New | +$388K | 0.19% | 34 |
|
|
2022
Q3 | $335K | Buy |
+1,990
| New | +$335K | 0.16% | 45 |
|