Guardian 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 |
-83
| Closed | -$13.9K | – | 100 |
|
|
2025
Q1 | $13.9K | Buy |
83
+1
| +1% | +$168 | 0.01% | 146 |
|
|
2024
Q4 | $11.9K | Hold |
82
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $12.1K | Buy |
82
+1
| +1% | +$147 | 0.01% | 160 |
|
|
2024
Q2 | $12.6K | Buy |
81
+1
| +1% | +$156 | 0.01% | 152 |
|
|
2024
Q1 | $12.6K | Buy |
80
+1
| +1% | +$157 | 0.01% | 152 |
|
|
2023
Q4 | $11.8K | Sell |
79
-33
| -29% | -$4.92K | 0.01% | 157 |
|
|
2023
Q3 | $18.9K | Buy |
112
+1
| +0.9% | +$169 | 0.02% | 139 |
|
|
2023
Q2 | $17.5K | Buy |
111
+1
| +0.9% | +$157 | 0.02% | 141 |
|
|
2023
Q1 | $18K | Buy |
110
+1
| +0.9% | +$163 | 0.02% | 140 |
|
|
2022
Q4 | $19.6K | Buy |
109
+34
| +45% | +$6.1K | 0.02% | 144 |
|
|
2022
Q3 | $11K | Hold |
75
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $11K | Buy |
75
+1
| +1% | +$147 | 0.01% | 157 |
|
|
2022
Q1 | $12K | Buy |
74
+1
| +1% | +$162 | 0.01% | 168 |
|
|
2021
Q4 | $9K | Buy |
+73
| New | +$9K | 0.01% | 171 |
|