Denver PWM’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,241
| Closed | -$208K | – | 79 |
|
|
2025
Q1 | $208K | Buy |
1,241
+1,211
| +4,037% | +$203K | 0.07% | 69 |
|
|
2024
Q4 | $4.35K | Sell |
30
-65
| -68% | -$9.42K | ﹤0.01% | 178 |
|
|
2024
Q3 | $14K | Hold |
95
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $14.9K | Buy |
+95
| New | +$14.9K | 0.01% | 168 |
|
|
2019
Q4 | – | Sell |
-476
| Closed | -$56.2K | – | 102 |
|
|
2019
Q3 | $56.2K | Buy |
+476
| New | +$56.2K | 0.03% | 118 |
|