Elevation Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
4,024
+34
| +0.9% | +$4.87K | 0.23% | 65 |
|
|
2025
Q1 | $668K | Buy |
3,990
+3
| +0.1% | +$502 | 0.29% | 54 |
|
|
2024
Q4 | $577K | Sell |
3,987
-162
| -4% | -$23.5K | 0.24% | 59 |
|
|
2024
Q3 | $611K | Buy |
4,149
+680
| +20% | +$100K | 0.26% | 59 |
|
|
2024
Q2 | $543K | Sell |
3,469
-102
| -3% | -$16K | 0.26% | 62 |
|
|
2024
Q1 | $563K | Buy |
3,571
+1,665
| +87% | +$263K | 0.28% | 61 |
|
|
2023
Q4 | $321K | Buy |
1,906
+724
| +61% | +$122K | 0.19% | 79 |
|
|
2023
Q3 | $199K | Buy |
1,182
+2
| +0.2% | +$337 | 0.17% | 59 |
|
|
2023
Q2 | $186K | Buy |
1,180
+2
| +0.2% | +$315 | 0.16% | 66 |
|
|
2023
Q1 | $192K | Buy |
+1,178
| New | +$192K | 0.18% | 62 |
|