Elevatus Welath 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 | $655K | Sell |
4,573
-92
| -2% | -$13.2K | 0.22% | 55 |
|
|
2025
Q1 | $780K | Buy |
4,665
+26
| +0.6% | +$4.35K | 0.44% | 39 |
|
|
2024
Q4 | $672K | Buy |
4,639
+102
| +2% | +$14.8K | 0.23% | 47 |
|
|
2024
Q3 | $668K | Sell |
4,537
-12
| -0.3% | -$1.77K | 0.22% | 49 |
|
|
2024
Q2 | $712K | Buy |
4,549
+1,081
| +31% | +$169K | 0.27% | 61 |
|
|
2024
Q1 | $547K | Buy |
3,468
+69
| +2% | +$10.9K | 0.22% | 53 |
|
|
2023
Q4 | $507K | Buy |
3,399
+608
| +22% | +$90.7K | 0.23% | 52 |
|
|
2023
Q3 | $471K | Buy |
2,791
+270
| +11% | +$45.5K | 0.43% | 41 |
|
|
2023
Q2 | $397K | Buy |
+2,521
| New | +$397K | 0.28% | 39 |
|