IAG 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 | $217K | Buy |
1,519
+109
| +8% | +$15.6K | 0.03% | 110 |
|
|
2025
Q1 | $236K | Sell |
1,410
-233
| -14% | -$39K | 0.04% | 102 |
|
|
2024
Q4 | $238K | Sell |
1,643
-731
| -31% | -$106K | 0.04% | 91 |
|
|
2024
Q3 | $350K | Buy |
2,374
+98
| +4% | +$14.4K | 0.06% | 80 |
|
|
2024
Q2 | $356K | Buy |
2,276
+459
| +25% | +$71.8K | 0.07% | 77 |
|
|
2024
Q1 | $287K | Hold |
1,817
| – | – | 0.06% | 78 |
|
|
2023
Q4 | $271K | Hold |
1,817
| – | – | 0.06% | 74 |
|
|
2023
Q3 | $306K | Sell |
1,817
-150
| -8% | -$25.3K | 0.09% | 66 |
|
|
2023
Q2 | $310K | Hold |
1,967
| – | – | 0.08% | 69 |
|
|
2023
Q1 | $321K | Buy |
1,967
+557
| +40% | +$90.9K | 0.09% | 58 |
|
|
2022
Q4 | $253K | Sell |
1,410
-43
| -3% | -$7.72K | 0.07% | 61 |
|
|
2022
Q3 | $209K | Sell |
1,453
-4
| -0.3% | -$575 | 0.07% | 58 |
|
|
2022
Q2 | $211K | Buy |
1,457
+11
| +0.8% | +$1.59K | 0.07% | 60 |
|
|
2022
Q1 | $235K | Sell |
1,446
-354
| -20% | -$57.5K | 0.07% | 61 |
|
|
2021
Q4 | $211K | Buy |
1,800
+750
| +71% | +$87.9K | 0.07% | 58 |
|
|
2021
Q3 | $107K | Hold |
1,050
| – | – | 0.04% | 77 |
|
|
2021
Q2 | $110K | Sell |
1,050
-390
| -27% | -$40.9K | 0.04% | 73 |
|
|
2021
Q1 | $151K | Buy |
1,440
+90
| +7% | +$9.44K | 0.06% | 59 |
|
|
2020
Q4 | $115K | Sell |
1,350
-5,775
| -81% | -$492K | 0.05% | 69 |
|
|
2020
Q3 | $513K | Sell |
7,125
-2,471
| -26% | -$178K | 0.24% | 35 |
|
|
2020
Q2 | $857K | Hold |
9,596
| – | – | 0.42% | 31 |
|
|
2020
Q1 | $696K | Sell |
9,596
-315
| -3% | -$22.8K | 0.46% | 28 |
|
|
2019
Q4 | $1.2M | Buy |
+9,911
| New | +$1.2M | 0.78% | 18 |
|