Holistic Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
10,918
+911
| +9% | +$130K | 0.45% | 43 |
|
|
2025
Q1 | $1.67M | Buy |
10,007
+1,209
| +14% | +$202K | 0.57% | 35 |
|
|
2024
Q4 | $1.27M | Buy |
8,798
+17
| +0.2% | +$2.46K | 0.46% | 43 |
|
|
2024
Q3 | $1.29M | Buy |
8,781
+1,742
| +25% | +$257K | 0.55% | 39 |
|
|
2024
Q2 | $1.11M | Hold |
7,039
| – | – | 0.85% | 40 |
|
|
2024
Q1 | $1.11M | Sell |
7,039
-21
| -0.3% | -$3.31K | 0.85% | 40 |
|
|
2023
Q4 | $1.05M | Buy |
+7,060
| New | +$1.05M | 0.89% | 39 |
|