Cove Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
11,800
+1,662
| +16% | +$238K | 0.6% | 39 |
|
|
2025
Q1 | $1.7M | Buy |
10,138
+923
| +10% | +$154K | 0.89% | 31 |
|
|
2024
Q4 | $1.33M | Hold |
9,215
| – | – | 0.8% | 33 |
|
|
2024
Q3 | $1.36M | Hold |
9,215
| – | – | 1.05% | 27 |
|
|
2024
Q2 | $1.44M | Hold |
9,215
| – | – | 1.15% | 23 |
|
|
2024
Q1 | $1.45M | Hold |
9,215
| – | – | 1.24% | 23 |
|
|
2023
Q4 | $1.37M | Buy |
+9,215
| New | +$1.37M | 1.3% | 25 |
|