Eagle Wealth Strategies’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
10,107
-6
-0.1% -$859 0.81% 19
2025
Q1
$1.69M Sell
10,113
-143
-1% -$23.9K 1.04% 17
2024
Q4
$1.49M Sell
10,256
-192
-2% -$27.8K 1.08% 14
2024
Q3
$1.54M Sell
10,448
-93
-0.9% -$13.7K 1.12% 14
2024
Q2
$1.65M Buy
10,541
+23
+0.2% +$3.6K 1.33% 12
2024
Q1
$1.67M Buy
10,518
+528
+5% +$84K 1.36% 11
2023
Q4
$1.49M Buy
+9,990
New +$1.49M 0.9% 15