Consilium Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
5,222
-819
| -14% | -$117K | 0.32% | 52 |
|
|
2025
Q1 | $1.01M | Sell |
6,041
-47
| -0.8% | -$7.86K | 0.51% | 39 |
|
|
2024
Q4 | $882K | Buy |
6,088
+739
| +14% | +$107K | 0.42% | 45 |
|
|
2024
Q3 | $788K | Buy |
5,349
+236
| +5% | +$34.8K | 0.43% | 43 |
|
|
2024
Q2 | $800K | Buy |
5,113
+1,351
| +36% | +$211K | 0.44% | 43 |
|
|
2024
Q1 | $593K | Buy |
3,762
+221
| +6% | +$34.9K | 0.33% | 52 |
|
|
2023
Q4 | $528K | Buy |
3,541
+1,943
| +122% | +$290K | 0.32% | 56 |
|
|
2023
Q3 | $269K | Sell |
1,598
-4,754
| -75% | -$802K | 0.19% | 71 |
|
|
2023
Q2 | $1,000K | Sell |
6,352
-621
| -9% | -$97.7K | 0.69% | 27 |
|
|
2023
Q1 | $1.14M | Sell |
6,973
-897
| -11% | -$146K | 0.97% | 21 |
|
|
2022
Q4 | $1.41M | Buy |
7,870
+2,081
| +36% | +$374K | 1.2% | 18 |
|
|
2022
Q3 | $832K | Sell |
5,789
-304
| -5% | -$43.7K | 0.93% | 25 |
|
|
2022
Q2 | $882K | Buy |
6,093
+65
| +1% | +$9.41K | 0.95% | 29 |
|
|
2022
Q1 | $982K | Sell |
6,028
-1,852
| -24% | -$302K | 0.7% | 31 |
|
|
2021
Q4 | $925K | Buy |
+7,880
| New | +$925K | 0.6% | 43 |
|