Gentry Private 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 | $327K | Buy |
2,285
+95
| +4% | +$13.6K | 0.25% | 71 |
|
|
2025
Q1 | $366K | Buy |
+2,190
| New | +$366K | 0.3% | 71 |
|
|
2024
Q4 | – | Sell |
-1,995
| Closed | -$294K | – | 44 |
|
|
2024
Q3 | $294K | Buy |
1,995
+17
| +0.9% | +$2.5K | 0.24% | 73 |
|
|
2024
Q2 | $309K | Buy |
+1,978
| New | +$309K | 0.27% | 65 |
|