Evoke Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
40,228
+1,134
| +3% | +$162K | 0.13% | 66 |
|
|
2025
Q1 | $6.54M | Sell |
39,094
-4,578
| -10% | -$766K | 0.17% | 59 |
|
|
2024
Q4 | $6.33M | Buy |
43,672
+2,428
| +6% | +$352K | 0.18% | 61 |
|
|
2024
Q3 | $6.07M | Buy |
+41,244
| New | +$6.07M | 0.16% | 64 |
|
|
2024
Q2 | – | Sell |
-40,684
| Closed | -$6.42M | – | 166 |
|
|
2024
Q1 | $6.42M | Buy |
+40,684
| New | +$6.42M | 0.19% | 58 |
|
|
2023
Q4 | – | Sell |
-9,196
| Closed | -$1.55M | – | 150 |
|
|
2023
Q3 | $1.55M | Buy |
9,196
+2,846
| +45% | +$480K | 0.05% | 135 |
|
|
2023
Q2 | $999K | Buy |
6,350
+401
| +7% | +$63.1K | 0.03% | 163 |
|
|
2023
Q1 | $971K | Buy |
5,949
+367
| +7% | +$59.9K | 0.04% | 163 |
|
|
2022
Q4 | $1M | Buy |
5,582
+115
| +2% | +$20.6K | 0.04% | 163 |
|
|
2022
Q3 | $785K | Sell |
5,467
-397
| -7% | -$57K | 0.03% | 172 |
|
|
2022
Q2 | $849K | Buy |
5,864
+73
| +1% | +$10.6K | 0.03% | 169 |
|
|
2022
Q1 | $943K | Buy |
5,791
+81
| +1% | +$13.2K | 0.03% | 182 |
|
|
2021
Q4 | $670K | Sell |
5,710
-359
| -6% | -$42.1K | 0.02% | 217 |
|
|
2021
Q3 | $615K | Sell |
6,069
-1,588
| -21% | -$161K | 0.02% | 214 |
|
|
2021
Q2 | $802K | Buy |
7,657
+2,785
| +57% | +$292K | 0.03% | 195 |
|
|
2021
Q1 | $511K | Sell |
4,872
-352
| -7% | -$36.9K | 0.02% | 215 |
|
|
2020
Q4 | $441K | Sell |
5,224
-43,399
| -89% | -$3.66M | 0.03% | 158 |
|
|
2020
Q3 | $3.5M | Buy |
48,623
+297
| +0.6% | +$21.4K | 0.28% | 33 |
|
|
2020
Q2 | $4.31M | Sell |
48,326
-657
| -1% | -$58.6K | 0.42% | 26 |
|
|
2020
Q1 | $3.55M | Sell |
48,983
-691
| -1% | -$50.1K | 0.51% | 26 |
|
|
2019
Q4 | $5.99M | Buy |
49,674
+679
| +1% | +$81.8K | 0.76% | 16 |
|
|
2019
Q3 | $5.81M | Buy |
+48,995
| New | +$5.81M | 0.72% | 21 |
|