Highline Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83.7K | Sell |
584
-159
| -21% | -$22.8K | 0.02% | 114 |
|
2025
Q1 | $124K | Buy |
743
+100
| +16% | +$16.7K | 0.04% | 102 |
|
2024
Q4 | $93.2K | Buy |
643
+84
| +15% | +$12.2K | 0.03% | 106 |
|
2024
Q3 | $82.3K | Sell |
559
-105
| -16% | -$15.5K | 0.03% | 111 |
|
2024
Q2 | $104K | Buy |
664
+254
| +62% | +$39.7K | 0.04% | 111 |
|
2024
Q1 | $64.6K | Buy |
410
+50
| +14% | +$7.88K | 0.03% | 127 |
|
2023
Q4 | $53.7K | Buy |
360
+21
| +6% | +$3.13K | 0.03% | 127 |
|
2023
Q3 | $57.1K | Buy |
339
+3
| +0.9% | +$505 | 0.04% | 112 |
|
2023
Q2 | $52.9K | Buy |
336
+7
| +2% | +$1.1K | 0.03% | 109 |
|
2023
Q1 | $53.7K | Buy |
329
+247
| +301% | +$40.3K | 0.04% | 105 |
|
2022
Q4 | $14.7K | Buy |
82
+5
| +6% | +$897 | 0.01% | 143 |
|
2022
Q3 | $11.1K | Buy |
+77
| New | +$11.1K | 0.01% | 135 |
|