Focus Partners Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200M | Buy |
1,399,264
+28,143
| +2% | +$4.03M | 0.43% | 45 |
|
|
2025
Q1 | $229M | Buy |
1,371,121
+36,708
| +3% | +$6.14M | 0.57% | 37 |
|
|
2024
Q4 | $193M | Buy |
1,334,413
+197,579
| +17% | +$28.6M | 0.5% | 39 |
|
|
2024
Q3 | $167M | Sell |
1,136,834
-903,204
| -44% | -$133M | 0.53% | 36 |
|
|
2024
Q2 | $319M | Buy |
2,040,038
+1,565,122
| +330% | +$245M | 1.07% | 14 |
|
|
2024
Q1 | $74.9M | Buy |
474,916
+129,638
| +38% | +$20.4M | 0.61% | 33 |
|
|
2023
Q4 | $51.5M | Buy |
+345,278
| New | +$51.5M | 0.67% | 28 |
|