DiNuzzo Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.9K | Buy |
691
+162
| +31% | +$23.2K | 0.01% | 103 |
|
|
2025
Q1 | $88.5K | Buy |
529
+6
| +1% | +$1K | 0.01% | 107 |
|
|
2024
Q4 | $75.8K | Sell |
523
-45
| -8% | -$6.52K | 0.01% | 115 |
|
|
2024
Q3 | $83.7K | Buy |
568
+3
| +0.5% | +$442 | 0.01% | 114 |
|
|
2024
Q2 | $88.4K | Buy |
565
+22
| +4% | +$3.44K | 0.01% | 78 |
|
|
2024
Q1 | $85.7K | Sell |
543
-1
| -0.2% | -$158 | 0.01% | 73 |
|
|
2023
Q4 | $81.1K | Buy |
+544
| New | +$81.1K | 0.01% | 72 |
|