Howard 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 | – | Sell |
-1,297
| Closed | -$217K | – | 123 |
|
|
2025
Q1 | $217K | Buy |
+1,297
| New | +$217K | 0.12% | 110 |
|
|
2024
Q3 | – | Sell |
-1,297
| Closed | -$203K | – | 113 |
|
|
2024
Q2 | $203K | Hold |
1,297
| – | – | 0.16% | 93 |
|
|
2024
Q1 | $205K | Buy |
+1,297
| New | +$205K | 0.17% | 100 |
|
|
2020
Q1 | – | Sell |
-2,233
| Closed | -$269K | – | 189 |
|
|
2019
Q4 | $269K | Buy |
+2,233
| New | +$269K | 0.22% | 85 |
|