Finer 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 | $2.26M | Sell |
15,780
-331
| -2% | -$47.4K | 1.21% | 26 |
|
|
2025
Q1 | $2.7M | Buy |
16,111
+658
| +4% | +$110K | 1.61% | 19 |
|
|
2024
Q4 | $2.24M | Sell |
15,453
-246
| -2% | -$35.6K | 1.28% | 24 |
|
|
2024
Q3 | $2.31M | Sell |
15,699
-104
| -0.7% | -$15.3K | 1.43% | 21 |
|
|
2024
Q2 | $2.47M | Buy |
15,803
+273
| +2% | +$42.7K | 1.59% | 17 |
|
|
2024
Q1 | $2.45M | Sell |
15,530
-134
| -0.9% | -$21.1K | 1.61% | 18 |
|
|
2023
Q4 | $2.34M | Sell |
15,664
-413
| -3% | -$61.6K | 1.74% | 18 |
|
|
2023
Q3 | $2.71M | Sell |
16,077
-581
| -3% | -$98K | 2.17% | 13 |
|
|
2023
Q2 | $2.62M | Sell |
16,658
-141
| -0.8% | -$22.2K | 2.05% | 13 |
|
|
2023
Q1 | $2.74M | Buy |
16,799
+598
| +4% | +$97.6K | 2.32% | 11 |
|
|
2022
Q4 | $2.91M | Buy |
16,201
+301
| +2% | +$54K | 2.72% | 10 |
|
|
2022
Q3 | $2.28M | Buy |
15,900
+335
| +2% | +$48.1K | 2.25% | 14 |
|
|
2022
Q2 | $2.25M | Buy |
15,565
+1,440
| +10% | +$208K | 2.06% | 16 |
|
|
2022
Q1 | $2.3M | Buy |
14,125
+861
| +6% | +$140K | 1.88% | 18 |
|
|
2021
Q4 | $1.56M | Buy |
+13,264
| New | +$1.56M | 1.29% | 24 |
|