Gen-Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
12,656
+904
| +8% | +$129K | 0.7% | 31 |
|
|
2025
Q1 | $1.97M | Buy |
11,752
+688
| +6% | +$115K | 0.82% | 25 |
|
|
2024
Q4 | $1.6M | Buy |
11,064
+541
| +5% | +$78.4K | 0.69% | 28 |
|
|
2024
Q3 | $1.56M | Sell |
10,523
-683
| -6% | -$101K | 0.68% | 27 |
|
|
2024
Q2 | $1.75M | Buy |
11,206
+152
| +1% | +$23.8K | 0.85% | 25 |
|
|
2024
Q1 | $1.74M | Buy |
+11,054
| New | +$1.74M | 0.86% | 23 |
|