Envestnet Portfolio Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Buy |
224,229
+4,566
| +2% | +$654K | 0.12% | 89 |
|
|
2025
Q1 | $36.7M | Sell |
219,663
-40,555
| -16% | -$6.78M | 0.14% | 83 |
|
|
2024
Q4 | $37.7M | Buy |
260,218
+61
| +0% | +$8.84K | 0.12% | 91 |
|
|
2024
Q3 | $38.3M | Sell |
260,157
-13,566
| -5% | -$2M | 0.12% | 86 |
|
|
2024
Q2 | $42.8M | Buy |
273,723
+11,694
| +4% | +$1.83M | 0.15% | 77 |
|
|
2024
Q1 | $41.3M | Buy |
262,029
+60,166
| +30% | +$9.49M | 0.16% | 81 |
|
|
2023
Q4 | $30.1M | Buy |
201,863
+50,179
| +33% | +$7.48M | 0.13% | 94 |
|
|
2023
Q3 | $25.6M | Buy |
+151,684
| New | +$25.6M | 0.12% | 97 |
|