GoalFusion 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 | – | Sell |
-1,209
| Closed | -$202K | – | 30 |
|
|
2025
Q1 | $202K | Buy |
+1,209
| New | +$202K | 0.11% | 24 |
|
|
2024
Q3 | – | Sell |
-1,314
| Closed | -$205K | – | 30 |
|
|
2024
Q2 | $205K | Buy |
1,314
+1
| +0.1% | +$156 | 0.13% | 29 |
|
|
2024
Q1 | $207K | Buy |
+1,313
| New | +$207K | 0.13% | 28 |
|
|
2023
Q4 | – | Sell |
-1,215
| Closed | -$205K | – | 30 |
|
|
2023
Q3 | $205K | Buy |
+1,215
| New | +$205K | 0.15% | 26 |
|
|
2023
Q2 | – | Sell |
-1,232
| Closed | -$201K | – | 27 |
|
|
2023
Q1 | $201K | Hold |
1,232
| – | – | 0.16% | 21 |
|
|
2022
Q4 | $214K | Buy |
+1,232
| New | +$214K | 0.17% | 19 |
|