Castle 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 | $1.11M | Buy |
7,780
+860
| +12% | +$123K | 0.4% | 58 |
|
|
2025
Q1 | $1.16M | Buy |
6,920
+666
| +11% | +$111K | 0.45% | 52 |
|
|
2024
Q4 | $906K | Sell |
6,254
-221
| -3% | -$32K | 0.36% | 62 |
|
|
2024
Q3 | $954K | Buy |
6,475
+447
| +7% | +$65.8K | 0.38% | 59 |
|
|
2024
Q2 | $943K | Buy |
6,028
+402
| +7% | +$62.9K | 0.45% | 54 |
|
|
2024
Q1 | $887K | Buy |
5,626
+152
| +3% | +$24K | 0.46% | 59 |
|
|
2023
Q4 | $817K | Buy |
5,474
+1,467
| +37% | +$219K | 0.49% | 52 |
|
|
2023
Q3 | $676K | Buy |
4,007
+344
| +9% | +$58K | 0.48% | 51 |
|
|
2023
Q2 | $576K | Sell |
3,663
-194
| -5% | -$30.5K | 0.4% | 56 |
|
|
2023
Q1 | $629K | Sell |
3,857
-132
| -3% | -$21.5K | 0.49% | 49 |
|
|
2022
Q4 | $716K | Buy |
3,989
+65
| +2% | +$11.7K | 0.45% | 47 |
|
|
2022
Q3 | $564K | Buy |
3,924
+548
| +16% | +$78.8K | 0.34% | 49 |
|
|
2022
Q2 | $489K | Buy |
+3,376
| New | +$489K | 0.28% | 63 |
|