Forza 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 | $1.65M | Buy |
11,550
+700
| +6% | +$100K | 0.68% | 42 |
|
|
2025
Q1 | $1.82M | Buy |
10,850
+116
| +1% | +$19.4K | 0.82% | 35 |
|
|
2024
Q4 | $1.55M | Sell |
10,734
-60
| -0.6% | -$8.69K | 0.71% | 39 |
|
|
2024
Q3 | $1.59M | Sell |
10,794
-163
| -1% | -$24K | 0.73% | 39 |
|
|
2024
Q2 | $1.71M | Buy |
10,957
+58
| +0.5% | +$9.07K | 0.88% | 35 |
|
|
2024
Q1 | $1.72M | Buy |
10,899
+110
| +1% | +$17.4K | 0.89% | 31 |
|
|
2023
Q4 | $1.61M | Sell |
10,789
-1,014
| -9% | -$151K | 0.89% | 32 |
|
|
2023
Q3 | $1.99M | Buy |
11,803
+850
| +8% | +$143K | 1.03% | 24 |
|
|
2023
Q2 | $1.72M | Sell |
10,953
-126
| -1% | -$19.8K | 0.87% | 29 |
|
|
2023
Q1 | $1.81M | Buy |
11,079
+888
| +9% | +$145K | 0.93% | 25 |
|
|
2022
Q4 | $1.83M | Buy |
+10,191
| New | +$1.83M | 1.21% | 22 |
|