Capstone Wealth Management Group (Pennsylvania)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
4,722
-123
| -3% | -$17.6K | 0.65% | 29 |
|
|
2025
Q1 | $811K | Sell |
4,845
-1,494
| -24% | -$250K | 0.46% | 44 |
|
|
2024
Q4 | $918K | Sell |
6,339
-315
| -5% | -$45.6K | 0.49% | 47 |
|
|
2024
Q3 | $980K | Sell |
6,654
-88
| -1% | -$13K | 0.58% | 39 |
|
|
2024
Q2 | $1.05M | Sell |
6,742
-123
| -2% | -$19.2K | 0.69% | 36 |
|
|
2024
Q1 | $1.08M | Sell |
6,865
-2,039
| -23% | -$322K | 0.78% | 33 |
|
|
2023
Q4 | $1.33M | Buy |
8,904
+1,253
| +16% | +$187K | 1.26% | 19 |
|
|
2023
Q3 | $1.29M | Sell |
7,651
-86
| -1% | -$14.5K | 1.34% | 21 |
|
|
2023
Q2 | $1.22M | Sell |
7,737
-899
| -10% | -$141K | 1.26% | 19 |
|
|
2023
Q1 | $1.41M | Sell |
8,636
-239
| -3% | -$39K | 1.56% | 13 |
|
|
2022
Q4 | $1.59M | Sell |
8,875
-509
| -5% | -$91.4K | 1.71% | 15 |
|
|
2022
Q3 | $1.35M | Sell |
9,384
-551
| -6% | -$79.2K | 1.72% | 15 |
|
|
2022
Q2 | $1.44M | Sell |
9,935
-25
| -0.3% | -$3.62K | 1.73% | 15 |
|
|
2022
Q1 | $1.62M | Buy |
9,960
+1,171
| +13% | +$191K | 1.62% | 16 |
|
|
2021
Q4 | $1.03M | Buy |
+8,789
| New | +$1.03M | 0.84% | 26 |
|