Glass 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 | $3.22M | Buy |
22,487
+7
| +0% | +$1K | 1.71% | 20 |
|
|
2025
Q1 | $3.76M | Sell |
22,480
-1,187
| -5% | -$199K | 2.26% | 15 |
|
|
2024
Q4 | $3.43M | Sell |
23,667
-1,262
| -5% | -$183K | 1.86% | 17 |
|
|
2024
Q3 | $3.67M | Buy |
24,929
+1,372
| +6% | +$202K | 2.03% | 18 |
|
|
2024
Q2 | $3.68M | Buy |
23,557
+420
| +2% | +$65.7K | 2.15% | 15 |
|
|
2024
Q1 | $3.65M | Buy |
+23,137
| New | +$3.65M | 2.23% | 15 |
|