Heritage Wealth Management (California)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,790
-63
| -3% | -$9.02K | 0.17% | 75 |
|
|
2025
Q1 | $310K | Buy |
1,853
+11
| +0.6% | +$1.84K | 0.23% | 62 |
|
|
2024
Q4 | $267K | Buy |
1,842
+54
| +3% | +$7.82K | 0.19% | 69 |
|
|
2024
Q3 | $263K | Sell |
1,788
-24
| -1% | -$3.53K | 0.19% | 64 |
|
|
2024
Q2 | $283K | Sell |
1,812
-78
| -4% | -$12.2K | 0.21% | 56 |
|
|
2024
Q1 | $298K | Sell |
1,890
-9
| -0.5% | -$1.42K | 0.23% | 58 |
|
|
2023
Q4 | $283K | Buy |
+1,899
| New | +$283K | 0.23% | 57 |
|