Eagle Bluffs 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 | $886K | Buy |
6,186
+122
| +2% | +$17.5K | 0.42% | 47 |
|
2025
Q1 | $1.01M | Buy |
6,064
+141
| +2% | +$23.6K | 0.54% | 43 |
|
2024
Q4 | $858K | Buy |
5,923
+545
| +10% | +$78.9K | 0.46% | 45 |
|
2024
Q3 | $792K | Buy |
5,378
+12
| +0.2% | +$1.77K | 0.43% | 48 |
|
2024
Q2 | $839K | Buy |
5,366
+99
| +2% | +$15.5K | 0.49% | 44 |
|
2024
Q1 | $831K | Buy |
5,267
+170
| +3% | +$26.8K | 0.52% | 45 |
|
2023
Q4 | $760K | Buy |
5,097
+153
| +3% | +$22.8K | 0.52% | 45 |
|
2023
Q3 | $834K | Buy |
+4,944
| New | +$834K | 0.64% | 39 |
|
2022
Q1 | – | Sell |
-7,980
| Closed | -$936K | – | 67 |
|
2021
Q4 | $936K | Buy |
+7,980
| New | +$936K | 0.98% | 33 |
|