Crown Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
2,354
+52
| +2% | +$7.45K | 0.13% | 76 |
|
|
2025
Q1 | $385K | Buy |
2,302
+111
| +5% | +$18.6K | 0.2% | 58 |
|
|
2024
Q4 | $317K | Buy |
2,191
+26
| +1% | +$3.77K | 0.13% | 80 |
|
|
2024
Q3 | $319K | Sell |
2,165
-33
| -2% | -$4.86K | 0.14% | 81 |
|
|
2024
Q2 | $344K | Sell |
2,198
-647
| -23% | -$101K | 0.17% | 67 |
|
|
2024
Q1 | $449K | Buy |
2,845
+976
| +52% | +$154K | 0.23% | 49 |
|
|
2023
Q4 | $279K | Buy |
1,869
+217
| +13% | +$32.4K | 0.17% | 66 |
|
|
2023
Q3 | $279K | Buy |
1,652
+83
| +5% | +$14K | 0.21% | 53 |
|
|
2023
Q2 | $247K | Buy |
1,569
+66
| +4% | +$10.4K | 0.19% | 55 |
|
|
2023
Q1 | $245K | Sell |
1,503
-164
| -10% | -$26.8K | 0.21% | 54 |
|
|
2022
Q4 | $299K | Sell |
1,667
-1,101
| -40% | -$198K | 0.28% | 47 |
|
|
2022
Q3 | $398K | Buy |
2,768
+1,173
| +74% | +$169K | 0.41% | 36 |
|
|
2022
Q2 | $231K | Buy |
1,595
+292
| +22% | +$42.3K | 0.21% | 62 |
|
|
2022
Q1 | $212K | Buy |
+1,303
| New | +$212K | 0.15% | 88 |
|