Crestmont 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 | $621K | Hold |
4,334
| – | – | 0.22% | 38 |
|
|
2025
Q1 | $725K | Hold |
4,334
| – | – | 0.31% | 22 |
|
|
2024
Q4 | $628K | Hold |
4,334
| – | – | 0.28% | 23 |
|
|
2024
Q3 | $638K | Sell |
4,334
-1,071
| -20% | -$158K | 0.28% | 24 |
|
|
2024
Q2 | $845K | Buy |
5,405
+1,071
| +25% | +$168K | 0.41% | 16 |
|
|
2024
Q1 | $684K | Hold |
4,334
| – | – | 0.34% | 15 |
|
|
2023
Q4 | $646K | Hold |
4,334
| – | – | 0.33% | 13 |
|
|
2023
Q3 | $731K | Hold |
4,334
| – | – | 0.45% | 12 |
|
|
2023
Q2 | $682K | Hold |
4,334
| – | – | 0.4% | 12 |
|
|
2023
Q1 | $707K | Hold |
4,334
| – | – | 0.46% | 12 |
|
|
2022
Q4 | $778K | Buy |
4,334
+35
| +0.8% | +$6.28K | 0.53% | 11 |
|
|
2022
Q3 | $618K | Buy |
4,299
+38
| +0.9% | +$5.46K | 0.47% | 11 |
|
|
2022
Q2 | $617K | Buy |
+4,261
| New | +$617K | 0.61% | 10 |
|