Capasso Planning Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
2,632
-374
| -12% | -$53.6K | 0.21% | 57 |
|
|
2025
Q1 | $503K | Sell |
3,006
-421
| -12% | -$70.4K | 0.21% | 68 |
|
|
2024
Q4 | $496K | Sell |
3,427
-1,741
| -34% | -$252K | 0.2% | 73 |
|
|
2024
Q3 | $761K | Sell |
5,168
-2,439
| -32% | -$359K | 0.22% | 75 |
|
|
2024
Q2 | $1.19M | Buy |
+7,607
| New | +$1.19M | 0.39% | 56 |
|
|
2023
Q3 | – | Sell |
-1,485
| Closed | -$234K | – | 98 |
|
|
2023
Q2 | $234K | Buy |
1,485
+206
| +16% | +$32.4K | 0.13% | 85 |
|
|
2023
Q1 | $209K | Sell |
1,279
-289
| -18% | -$47.2K | 0.12% | 91 |
|
|
2022
Q4 | $281K | Sell |
1,568
-224
| -13% | -$40.2K | 0.18% | 76 |
|
|
2022
Q3 | $257K | Buy |
+1,792
| New | +$257K | 0.18% | 72 |
|