Chemistry 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 | $1.37M | Buy |
9,545
+5,593
| +142% | +$801K | 0.29% | 59 |
|
|
2025
Q1 | $661K | Sell |
3,952
-88
| -2% | -$14.7K | 0.15% | 90 |
|
|
2024
Q4 | $585K | Sell |
4,040
-104
| -3% | -$15.1K | 0.14% | 92 |
|
|
2024
Q3 | $610K | Buy |
4,144
+622
| +18% | +$91.6K | 0.14% | 93 |
|
|
2024
Q2 | $551K | Sell |
3,522
-13
| -0.4% | -$2.03K | 0.14% | 90 |
|
|
2024
Q1 | $558K | Buy |
3,535
+147
| +4% | +$23.2K | 0.15% | 89 |
|
|
2023
Q4 | $505K | Sell |
3,388
-2
| -0.1% | -$298 | 0.15% | 90 |
|
|
2023
Q3 | $572K | Sell |
3,390
-185
| -5% | -$31.2K | 0.19% | 82 |
|
|
2023
Q2 | $563K | Buy |
3,575
+533
| +18% | +$83.9K | 0.18% | 83 |
|
|
2023
Q1 | $496K | Buy |
3,042
+19
| +0.6% | +$3.1K | 0.17% | 88 |
|
|
2022
Q4 | $543K | Hold |
3,023
| – | – | 0.21% | 75 |
|
|
2022
Q3 | $434K | Buy |
3,023
+146
| +5% | +$21K | 0.17% | 90 |
|
|
2022
Q2 | $417K | Hold |
2,877
| – | – | 0.16% | 95 |
|
|
2022
Q1 | $468K | Sell |
2,877
-2,269
| -44% | -$369K | 0.16% | 93 |
|
|
2021
Q4 | $604K | Buy |
+5,146
| New | +$604K | 0.51% | 45 |
|