Evergreen 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 | $1.83M | Buy |
12,808
+66
| +0.5% | +$9.45K | 1.03% | 33 |
|
|
2025
Q1 | $2.13M | Buy |
12,742
+1,448
| +13% | +$242K | 1.27% | 28 |
|
|
2024
Q4 | $1.64M | Buy |
11,294
+24
| +0.2% | +$3.48K | 0.97% | 33 |
|
|
2024
Q3 | $1.66M | Buy |
+11,270
| New | +$1.66M | 1% | 33 |
|
|
2023
Q1 | – | Sell |
-1,371
| Closed | -$246K | – | 53 |
|
|
2022
Q4 | $246K | Buy |
+1,371
| New | +$246K | 0.23% | 54 |
|