Heirloom 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 | $221K | Sell |
1,545
-578
| -27% | -$82.8K | 0.06% | 42 |
|
|
2025
Q1 | $355K | Sell |
2,123
-643
| -23% | -$108K | 0.1% | 35 |
|
|
2024
Q4 | $401K | Buy |
2,766
+90
| +3% | +$13K | 0.12% | 35 |
|
|
2024
Q3 | $394K | Buy |
2,676
+39
| +1% | +$5.74K | 0.12% | 34 |
|
|
2024
Q2 | $412K | Sell |
2,637
-211
| -7% | -$33K | 0.13% | 31 |
|
|
2024
Q1 | $449K | Sell |
2,848
-547
| -16% | -$86.3K | 0.15% | 36 |
|
|
2023
Q4 | $506K | Sell |
3,395
-266
| -7% | -$39.7K | 0.19% | 35 |
|
|
2023
Q3 | $617K | Sell |
3,661
-76
| -2% | -$12.8K | 0.27% | 31 |
|
|
2023
Q2 | $588K | Sell |
3,737
-329
| -8% | -$51.8K | 0.26% | 35 |
|
|
2023
Q1 | $663K | Sell |
4,066
-420
| -9% | -$68.5K | 0.32% | 31 |
|
|
2022
Q4 | $805K | Buy |
+4,486
| New | +$805K | 0.5% | 27 |
|
|
2022
Q2 | $697K | Sell |
4,486
-723
| -14% | -$112K | 0.57% | 21 |
|
|
2022
Q1 | $874K | Buy |
+5,209
| New | +$874K | 0.61% | 21 |
|