Concord Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,267
+999
| +12% | +$143K | 0.19% | 109 |
|
|
2025
Q1 | $1.38M | Buy |
8,268
+478
| +6% | +$80K | 0.23% | 97 |
|
|
2024
Q4 | $1.13M | Sell |
7,790
-16,280
| -68% | -$2.36M | 0.18% | 100 |
|
|
2024
Q3 | $3.54M | Buy |
24,070
+1,179
| +5% | +$174K | 0.59% | 46 |
|
|
2024
Q2 | $3.58M | Buy |
22,891
+116
| +0.5% | +$18.1K | 0.63% | 40 |
|
|
2024
Q1 | $3.59M | Buy |
22,775
+3,251
| +17% | +$513K | 0.65% | 40 |
|
|
2023
Q4 | $2.91M | Buy |
19,524
+5,319
| +37% | +$793K | 0.58% | 42 |
|
|
2023
Q3 | $2.4M | Buy |
14,205
+1,049
| +8% | +$177K | 0.51% | 38 |
|
|
2023
Q2 | $2.07M | Buy |
13,156
+5,504
| +72% | +$866K | 0.45% | 42 |
|
|
2023
Q1 | $1.25M | Buy |
7,652
+5,205
| +213% | +$849K | 0.35% | 43 |
|
|
2022
Q4 | $439K | Sell |
2,447
-723
| -23% | -$130K | 0.13% | 97 |
|
|
2022
Q3 | $455K | Sell |
3,170
-259
| -8% | -$37.2K | 0.14% | 94 |
|
|
2022
Q2 | $497K | Sell |
3,429
-102
| -3% | -$14.8K | 0.14% | 99 |
|
|
2022
Q1 | $575K | Sell |
3,531
-276
| -7% | -$44.9K | 0.15% | 90 |
|
|
2021
Q4 | $447K | Buy |
3,807
+955
| +33% | +$112K | 0.11% | 108 |
|
|
2021
Q3 | $289K | Sell |
2,852
-861
| -23% | -$87.2K | 0.12% | 63 |
|
|
2021
Q2 | $389K | Sell |
3,713
-471
| -11% | -$49.3K | 0.11% | 83 |
|
|
2021
Q1 | $438K | Buy |
4,184
+2,314
| +124% | +$242K | 0.15% | 68 |
|
|
2020
Q4 | $158K | Buy |
+1,870
| New | +$158K | 0.12% | 88 |
|