CarsonAllaria 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 | $81K | Buy |
565
+4
| +0.7% | +$573 | 0.04% | 112 |
|
|
2025
Q1 | $93.9K | Buy |
561
+4
| +0.7% | +$669 | 0.05% | 107 |
|
|
2024
Q4 | $80.7K | Buy |
557
+4
| +0.7% | +$580 | 0.05% | 114 |
|
|
2024
Q3 | $81.5K | Buy |
553
+20
| +4% | +$2.95K | 0.05% | 108 |
|
|
2024
Q2 | $83.4K | Buy |
533
+94
| +21% | +$14.7K | 0.05% | 105 |
|
|
2024
Q1 | $69.3K | Buy |
439
+4
| +0.9% | +$632 | 0.04% | 121 |
|
|
2023
Q4 | $65K | Buy |
435
+3
| +0.7% | +$448 | 0.05% | 109 |
|
|
2023
Q3 | $72.9K | Hold |
432
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $68K | Buy |
432
+4
| +0.9% | +$630 | 0.05% | 101 |
|
|
2023
Q1 | $70K | Buy |
428
+3
| +0.7% | +$491 | 0.06% | 96 |
|
|
2022
Q4 | $76K | Buy |
425
+2
| +0.5% | +$358 | 0.07% | 91 |
|
|
2022
Q3 | $61K | Buy |
423
+168
| +66% | +$24.2K | 0.06% | 103 |
|
|
2022
Q2 | $37K | Buy |
255
+1
| +0.4% | +$145 | 0.03% | 116 |
|
|
2022
Q1 | $41K | Sell |
254
-111
| -30% | -$17.9K | 0.04% | 117 |
|
|
2021
Q4 | $43K | Buy |
+365
| New | +$43K | 0.04% | 126 |
|