CreativeOne 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 | $6.43M | Buy |
44,910
+3,267
| +8% | +$468K | 0.17% | 113 |
|
|
2025
Q1 | $6.97M | Buy |
41,643
+1,876
| +5% | +$314K | 0.21% | 100 |
|
|
2024
Q4 | $5.76M | Buy |
39,767
+2,494
| +7% | +$361K | 0.18% | 117 |
|
|
2024
Q3 | $5.49M | Buy |
37,273
+10,174
| +38% | +$1.5M | 0.19% | 109 |
|
|
2024
Q2 | $4.24M | Sell |
27,099
-3,279
| -11% | -$513K | 0.21% | 99 |
|
|
2024
Q1 | $4.79M | Buy |
30,378
+12,777
| +73% | +$2.02M | 0.19% | 107 |
|
|
2023
Q4 | $2.63M | Sell |
17,601
-511
| -3% | -$76.2K | 0.17% | 117 |
|
|
2023
Q3 | $3.05M | Sell |
18,112
-12,635
| -41% | -$2.13M | 0.22% | 92 |
|
|
2023
Q2 | $4.84M | Buy |
30,747
+437
| +1% | +$68.8K | 0.23% | 83 |
|
|
2023
Q1 | $4.95M | Buy |
30,310
+1,893
| +7% | +$309K | 0.24% | 80 |
|
|
2022
Q4 | $5.1M | Sell |
28,417
-17
| -0.1% | -$3.05K | 0.28% | 77 |
|
|
2022
Q3 | $4.09M | Buy |
28,434
+1,015
| +4% | +$146K | 0.25% | 82 |
|
|
2022
Q2 | $3.97M | Sell |
27,419
-6,101
| -18% | -$883K | 0.22% | 76 |
|
|
2022
Q1 | $5.46M | Buy |
33,520
+7,126
| +27% | +$1.16M | 0.28% | 63 |
|
|
2021
Q4 | $3.1M | Sell |
26,394
-1,252
| -5% | -$147K | 0.15% | 101 |
|
|
2021
Q3 | $2.81M | Buy |
27,646
+400
| +1% | +$40.6K | 0.16% | 115 |
|
|
2021
Q2 | $2.85M | Buy |
27,246
+7,451
| +38% | +$780K | 0.18% | 112 |
|
|
2021
Q1 | $2.08M | Buy |
19,795
+2,860
| +17% | +$300K | 0.16% | 116 |
|
|
2020
Q4 | $1.43M | Buy |
16,935
+13,630
| +412% | +$1.15M | 0.12% | 140 |
|
|
2020
Q3 | $238K | Buy |
3,305
+640
| +24% | +$46.1K | 0.03% | 238 |
|
|
2020
Q2 | $238K | Sell |
2,665
-198
| -7% | -$17.7K | 0.04% | 215 |
|
|
2020
Q1 | $208K | Sell |
2,863
-339
| -11% | -$24.6K | 0.04% | 186 |
|
|
2019
Q4 | $386K | Buy |
3,202
+618
| +24% | +$74.5K | 0.07% | 130 |
|
|
2019
Q3 | $307K | Sell |
2,584
-77
| -3% | -$9.15K | 0.06% | 134 |
|
|
2019
Q2 | $331K | Buy |
+2,661
| New | +$331K | 0.07% | 116 |
|