Falcon Wealth Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
2,086
-211
| -9% | -$30.2K | 0.03% | 137 |
|
|
2025
Q1 | $384K | Buy |
2,297
+236
| +11% | +$39.5K | 0.04% | 116 |
|
|
2024
Q4 | $298K | Buy |
2,061
+12
| +0.6% | +$1.74K | 0.03% | 134 |
|
|
2024
Q3 | $302K | Sell |
2,049
-62
| -3% | -$9.13K | 0.04% | 121 |
|
|
2024
Q2 | $330K | Buy |
2,111
+75
| +4% | +$11.7K | 0.04% | 101 |
|
|
2024
Q1 | $321K | Sell |
2,036
-669
| -25% | -$106K | 0.05% | 107 |
|
|
2023
Q4 | $403K | Buy |
2,705
+465
| +21% | +$69.4K | 0.07% | 82 |
|
|
2023
Q3 | $378K | Sell |
2,240
-156
| -7% | -$26.3K | 0.08% | 72 |
|
|
2023
Q2 | $377K | Buy |
2,396
+495
| +26% | +$77.9K | 0.08% | 70 |
|
|
2023
Q1 | $310K | Sell |
1,901
-44
| -2% | -$7.18K | 0.08% | 72 |
|
|
2022
Q4 | $349K | Sell |
1,945
-28
| -1% | -$5.03K | 0.1% | 65 |
|
|
2022
Q3 | $284K | Buy |
1,973
+61
| +3% | +$8.78K | 0.09% | 73 |
|
|
2022
Q2 | $277K | Sell |
1,912
-18
| -0.9% | -$2.61K | 0.09% | 70 |
|
|
2022
Q1 | $314K | Sell |
1,930
-32
| -2% | -$5.21K | 0.1% | 60 |
|
|
2021
Q4 | $230K | Sell |
1,962
-80
| -4% | -$9.38K | 0.08% | 73 |
|
|
2021
Q3 | $207K | Buy |
+2,042
| New | +$207K | 0.08% | 70 |
|