EPG 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 | $1.78M | Sell |
12,428
-200
| -2% | -$28.6K | 0.53% | 51 |
|
|
2025
Q1 | $2.11M | Buy |
12,628
+1,497
| +13% | +$250K | 0.59% | 36 |
|
|
2024
Q4 | $1.61M | Sell |
11,131
-150
| -1% | -$21.7K | 0.43% | 61 |
|
|
2024
Q3 | $1.66M | Buy |
+11,281
| New | +$1.66M | 0.42% | 63 |
|
|
2024
Q2 | – | Sell |
-11,223
| Closed | -$1.77M | – | 62 |
|
|
2024
Q1 | $1.77M | Buy |
11,223
+296
| +3% | +$46.7K | 0.43% | 61 |
|
|
2023
Q4 | $1.65M | Buy |
10,927
+578
| +6% | +$87.1K | 0.43% | 60 |
|
|
2023
Q3 | $1.75M | Buy |
10,349
+1,071
| +12% | +$181K | 0.53% | 39 |
|
|
2023
Q2 | $1.46M | Buy |
9,278
+504
| +6% | +$79.3K | 0.43% | 55 |
|
|
2023
Q1 | $1.43M | Buy |
8,774
+3,524
| +67% | +$575K | 0.45% | 51 |
|
|
2022
Q4 | $942K | Sell |
5,250
-171
| -3% | -$30.7K | 0.36% | 66 |
|
|
2022
Q3 | $779K | Buy |
5,421
+349
| +7% | +$50.2K | 0.32% | 75 |
|
|
2022
Q2 | $734K | Buy |
5,072
+173
| +4% | +$25K | 0.31% | 77 |
|
|
2022
Q1 | $798K | Buy |
4,899
+1,030
| +27% | +$168K | 0.28% | 73 |
|
|
2021
Q4 | $454K | Buy |
3,869
+66
| +2% | +$7.75K | 0.16% | 124 |
|
|
2021
Q3 | $386K | Sell |
3,803
-533
| -12% | -$54.1K | 0.15% | 132 |
|
|
2021
Q2 | $454K | Sell |
4,336
-4
| -0.1% | -$419 | 0.19% | 114 |
|
|
2021
Q1 | $455K | Buy |
+4,340
| New | +$455K | 0.22% | 104 |
|
|
2020
Q3 | – | Sell |
-2,584
| Closed | -$231K | – | 127 |
|
|
2020
Q2 | $231K | Buy |
2,584
+97
| +4% | +$8.67K | 0.16% | 124 |
|
|
2020
Q1 | $180K | Buy |
2,487
+1,299
| +109% | +$94K | 0.13% | 130 |
|
|
2019
Q4 | $143K | Buy |
+1,188
| New | +$143K | 0.1% | 124 |
|