Cyndeo 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 | $2.85M | Buy |
19,929
+168
| +0.9% | +$24.1K | 0.17% | 138 |
|
|
2025
Q1 | $3.31M | Buy |
19,761
+99
| +0.5% | +$16.6K | 0.22% | 122 |
|
|
2024
Q4 | $2.85M | Sell |
19,662
-107
| -0.5% | -$15.5K | 0.19% | 133 |
|
|
2024
Q3 | $2.91M | Buy |
19,769
+67
| +0.3% | +$9.87K | 0.2% | 131 |
|
|
2024
Q2 | $3.08M | Buy |
19,702
+2,949
| +18% | +$461K | 0.24% | 118 |
|
|
2024
Q1 | $2.64M | Buy |
16,753
+950
| +6% | +$150K | 0.22% | 127 |
|
|
2023
Q4 | $2.36M | Sell |
15,803
-137
| -0.9% | -$20.4K | 0.22% | 126 |
|
|
2023
Q3 | $2.69M | Buy |
15,940
+1,005
| +7% | +$169K | 0.28% | 103 |
|
|
2023
Q2 | $2.35M | Sell |
14,935
-2,638
| -15% | -$415K | 0.25% | 112 |
|
|
2023
Q1 | $2.87M | Buy |
17,573
+349
| +2% | +$56.9K | 0.31% | 99 |
|
|
2022
Q4 | $3.09M | Buy |
+17,224
| New | +$3.09M | 0.36% | 92 |
|