Darden 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 | $869K | Sell |
6,071
-2,390
| -28% | -$342K | 0.52% | 48 |
|
|
2025
Q1 | $1.42M | Buy |
8,461
+320
| +4% | +$53.5K | 1.1% | 21 |
|
|
2024
Q4 | $1.18M | Buy |
8,141
+380
| +5% | +$55K | 0.79% | 30 |
|
|
2024
Q3 | $1.14M | Buy |
7,761
+621
| +9% | +$91.5K | 0.82% | 30 |
|
|
2024
Q2 | $1.12M | Buy |
7,140
+571
| +9% | +$89.3K | 0.67% | 31 |
|
|
2024
Q1 | $1.04M | Buy |
6,569
+987
| +18% | +$156K | 0.81% | 33 |
|
|
2023
Q4 | $833K | Buy |
+5,582
| New | +$833K | 0.8% | 34 |
|