GoalVest Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
8,350
+528
| +7% | +$75.6K | 0.3% | 66 |
|
|
2025
Q1 | $1.31M | Buy |
7,822
+482
| +7% | +$80.6K | 0.36% | 59 |
|
|
2024
Q4 | $1.06M | Buy |
7,340
+168
| +2% | +$24.3K | 0.29% | 59 |
|
|
2024
Q3 | $1.06M | Buy |
7,172
+467
| +7% | +$68.8K | 0.3% | 62 |
|
|
2024
Q2 | $1.05M | Sell |
6,705
-626
| -9% | -$97.9K | 0.34% | 56 |
|
|
2024
Q1 | $1.16M | Buy |
7,331
+1,402
| +24% | +$221K | 0.39% | 49 |
|
|
2023
Q4 | $884K | Buy |
5,929
+5,248
| +771% | +$783K | 0.39% | 45 |
|
|
2023
Q3 | $115K | Buy |
681
+100
| +17% | +$16.9K | 0.06% | 97 |
|
|
2023
Q2 | $91.4K | Buy |
581
+143
| +33% | +$22.5K | 0.05% | 104 |
|
|
2023
Q1 | $71.5K | Buy |
438
+127
| +41% | +$20.7K | 0.04% | 100 |
|
|
2022
Q4 | $55.8K | Hold |
311
| – | – | 0.04% | 103 |
|
|
2022
Q3 | $45K | Sell |
311
-309
| -50% | -$44.7K | 0.03% | 118 |
|
|
2022
Q2 | $88K | Buy |
620
+562
| +969% | +$79.8K | 0.06% | 136 |
|
|
2022
Q1 | $9K | Buy |
+58
| New | +$9K | 0.01% | 247 |
|