Channel Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
4,406
-668
| -13% | -$95.7K | 0.18% | 83 |
|
|
2025
Q1 | $849K | Sell |
5,074
-93
| -2% | -$15.6K | 0.26% | 68 |
|
|
2024
Q4 | $748K | Sell |
5,167
-157
| -3% | -$22.7K | 0.24% | 75 |
|
|
2024
Q3 | $784K | Sell |
5,324
-769
| -13% | -$113K | 0.26% | 69 |
|
|
2024
Q2 | $953K | Sell |
6,093
-264
| -4% | -$41.3K | 0.35% | 64 |
|
|
2024
Q1 | $1M | Buy |
6,357
+269
| +4% | +$42.4K | 0.4% | 58 |
|
|
2023
Q4 | $908K | Sell |
6,088
-1,289
| -17% | -$192K | 0.43% | 57 |
|
|
2023
Q3 | $1.24M | Buy |
7,377
+471
| +7% | +$79.4K | 0.7% | 46 |
|
|
2023
Q2 | $1.09M | Sell |
6,906
-462
| -6% | -$72.7K | 0.62% | 58 |
|
|
2023
Q1 | $1.2M | Buy |
+7,368
| New | +$1.2M | 0.77% | 36 |
|