Commonwealth Retirement Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
52,336
-1,592
| -3% | -$228K | 2.85% | 7 |
|
|
2025
Q1 | $9.02M | Buy |
53,928
+16,320
| +43% | +$2.73M | 3.67% | 6 |
|
|
2024
Q4 | $5.45M | Sell |
37,608
-11,258
| -23% | -$1.63M | 2.24% | 12 |
|
|
2024
Q3 | $7.2M | Buy |
48,866
+2,227
| +5% | +$328K | 3.02% | 9 |
|
|
2024
Q2 | $7.3M | Buy |
46,639
+3,344
| +8% | +$523K | 3.34% | 7 |
|
|
2024
Q1 | $6.83M | Buy |
43,295
+15,750
| +57% | +$2.48M | 3.26% | 9 |
|
|
2023
Q4 | $4.11M | Buy |
+27,545
| New | +$4.11M | 2.18% | 14 |
|