Core 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 | $1.27M | Buy |
8,894
+504
| +6% | +$72.2K | 0.65% | 43 |
|
|
2025
Q1 | $1.4M | Sell |
8,390
-522
| -6% | -$87.3K | 0.82% | 31 |
|
|
2024
Q4 | $1.29M | Buy |
8,912
+316
| +4% | +$45.8K | 0.74% | 33 |
|
|
2024
Q3 | $1.27M | Buy |
8,596
+1,112
| +15% | +$164K | 0.77% | 31 |
|
|
2024
Q2 | $1.17M | Buy |
7,484
+556
| +8% | +$87K | 0.8% | 30 |
|
|
2024
Q1 | $1.09M | Buy |
6,928
+122
| +2% | +$19.2K | 0.83% | 25 |
|
|
2023
Q4 | $1.02M | Buy |
6,806
+221
| +3% | +$33K | 0.83% | 24 |
|
|
2023
Q3 | $1.11M | Buy |
6,585
+2,181
| +50% | +$368K | 1.01% | 21 |
|
|
2023
Q2 | $693K | Hold |
4,404
| – | – | 0.64% | 39 |
|
|
2023
Q1 | $719K | Sell |
4,404
-7,875
| -64% | -$1.28M | 0.72% | 35 |
|
|
2022
Q4 | $1.09M | Buy |
+12,279
| New | +$1.09M | 1.23% | 23 |
|