Horizon 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 | $444K | Sell |
3,100
-96
| -3% | -$13.7K | 0.08% | 63 |
|
|
2025
Q1 | $535K | Buy |
3,196
+181
| +6% | +$30.3K | 0.09% | 51 |
|
|
2024
Q4 | $437K | Sell |
3,015
-39,717
| -93% | -$5.75M | 0.08% | 57 |
|
|
2024
Q3 | $6.29M | Buy |
42,732
+40,189
| +1,580% | +$5.92M | 1.26% | 16 |
|
|
2024
Q2 | $398K | Sell |
2,543
-10,192
| -80% | -$1.59M | 0.09% | 46 |
|
|
2024
Q1 | $2.01M | Buy |
12,735
+10,165
| +396% | +$1.6M | 0.52% | 21 |
|
|
2023
Q4 | $383K | Buy |
2,570
+10
| +0.4% | +$1.49K | 0.11% | 46 |
|
|
2023
Q3 | $432K | Buy |
2,560
+133
| +5% | +$22.4K | 0.17% | 38 |
|
|
2023
Q2 | $382K | Buy |
2,427
+5
| +0.2% | +$787 | 0.15% | 45 |
|
|
2023
Q1 | $395K | Buy |
2,422
+864
| +55% | +$141K | 0.3% | 39 |
|
|
2022
Q4 | $280K | Sell |
1,558
-20,038
| -93% | -$3.6M | 0.23% | 45 |
|
|
2022
Q3 | $3.1M | Sell |
21,596
-1,496
| -6% | -$215K | 2.27% | 14 |
|
|
2022
Q2 | $3.34M | Buy |
23,092
+1,363
| +6% | +$197K | 1.38% | 20 |
|
|
2022
Q1 | $3.54M | Sell |
21,729
-49
| -0.2% | -$7.98K | 1.1% | 23 |
|
|
2021
Q4 | $2.56M | Buy |
+21,778
| New | +$2.56M | 0.75% | 23 |
|