FullCircle 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 | $1.87M | Buy |
12,395
+648
| +6% | +$97.9K | 0.7% | 35 |
|
|
2025
Q1 | $1.65M | Buy |
11,747
+510
| +5% | +$71.5K | 0.68% | 41 |
|
|
2024
Q4 | $1.75M | Buy |
11,237
+396
| +4% | +$61.7K | 0.72% | 37 |
|
|
2024
Q3 | $1.63M | Buy |
10,841
+1,340
| +14% | +$202K | 0.73% | 36 |
|
|
2024
Q2 | $1.47M | Buy |
+9,501
| New | +$1.47M | 0.72% | 39 |
|