Denver Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,045
-81
| -4% | -$11.6K | 0.12% | 72 |
|
|
2025
Q1 | $356K | Buy |
2,126
+14
| +0.7% | +$2.34K | 0.16% | 62 |
|
|
2024
Q4 | $306K | Sell |
2,112
-63
| -3% | -$9.13K | 0.14% | 68 |
|
|
2024
Q3 | $320K | Sell |
2,175
-240
| -10% | -$35.3K | 0.15% | 69 |
|
|
2024
Q2 | $378K | Sell |
2,415
-149
| -6% | -$23.3K | 0.19% | 55 |
|
|
2024
Q1 | $404K | Sell |
2,564
-189
| -7% | -$29.8K | 0.21% | 54 |
|
|
2023
Q4 | $411K | Buy |
2,753
+22
| +0.8% | +$3.28K | 0.23% | 48 |
|
|
2023
Q3 | $460K | Buy |
2,731
+50
| +2% | +$8.43K | 0.3% | 43 |
|
|
2023
Q2 | $422K | Sell |
2,681
-29
| -1% | -$4.56K | 0.29% | 47 |
|
|
2023
Q1 | $442K | Buy |
2,710
+115
| +4% | +$18.8K | 0.31% | 51 |
|
|
2022
Q4 | $466K | Buy |
2,595
+50
| +2% | +$8.98K | 0.35% | 45 |
|
|
2022
Q3 | $366K | Buy |
2,545
+324
| +15% | +$46.6K | 0.35% | 38 |
|
|
2022
Q2 | $322K | Buy |
+2,221
| New | +$322K | 0.34% | 36 |
|
|
2021
Q4 | $240K | Buy |
+2,042
| New | +$240K | 0.23% | 38 |
|
|
2021
Q1 | $310K | Buy |
+1,906
| New | +$310K | 0.33% | 36 |
|