Daymark 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 | $13.5M | Buy |
94,271
+1,591
| +2% | +$228K | 0.51% | 45 |
|
|
2025
Q1 | $15.5M | Sell |
92,680
-96,900
| -51% | -$16.2M | 0.67% | 38 |
|
|
2024
Q4 | $13.4M | Sell |
189,580
-3,007
| -2% | -$212K | 0.56% | 41 |
|
|
2024
Q3 | $14M | Sell |
192,587
-414
| -0.2% | -$30.2K | 0.59% | 41 |
|
|
2024
Q2 | $15M | Buy |
193,001
+4,855
| +3% | +$376K | 0.69% | 33 |
|
|
2024
Q1 | $14.3M | Buy |
188,146
+5,815
| +3% | +$443K | 0.77% | 31 |
|
|
2023
Q4 | $12.7M | Buy |
182,331
+1,915
| +1% | +$133K | 0.78% | 32 |
|
|
2023
Q3 | $14M | Buy |
180,416
+120,185
| +200% | +$9.32M | 0.96% | 24 |
|
|
2023
Q2 | $9.48M | Buy |
60,231
+43,819
| +267% | +$6.89M | 0.7% | 41 |
|
|
2023
Q1 | $2.68M | Buy |
16,412
+5,739
| +54% | +$936K | 0.36% | 70 |
|
|
2022
Q4 | $1.92M | Buy |
+10,673
| New | +$1.92M | 0.34% | 66 |
|