Centurion 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 | $217K | Buy |
1,517
+30
| +2% | +$4.3K | 0.06% | 217 |
|
|
2025
Q1 | $215K | Hold |
1,487
| – | – | 0.07% | 197 |
|
|
2024
Q4 | $215K | Sell |
1,487
-1
| -0.1% | -$145 | 0.07% | 197 |
|
|
2024
Q3 | $219K | Buy |
+1,488
| New | +$219K | 0.07% | 192 |
|
|
2024
Q1 | $289K | Buy |
1,830
+214
| +13% | +$33.8K | 0.11% | 135 |
|
|
2023
Q4 | $241K | Sell |
1,616
-159
| -9% | -$23.7K | 0.1% | 146 |
|
|
2023
Q3 | $299K | Buy |
1,775
+167
| +10% | +$28.2K | 0.15% | 102 |
|
|
2023
Q2 | $253K | Sell |
1,608
-73
| -4% | -$11.5K | 0.12% | 126 |
|
|
2023
Q1 | $274K | Sell |
1,681
-80
| -5% | -$13.1K | 0.14% | 111 |
|
|
2022
Q4 | $316K | Buy |
+1,761
| New | +$316K | 0.18% | 104 |
|