Iams 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 | $1.16M | Sell |
8,118
-3,744
| -32% | -$536K | 0.53% | 63 |
|
|
2025
Q1 | $1.98M | Sell |
11,862
-371
| -3% | -$62.1K | 0.91% | 43 |
|
|
2024
Q4 | $1.77M | Sell |
12,233
-1,061
| -8% | -$154K | 0.81% | 43 |
|
|
2024
Q3 | $1.96M | Buy |
13,294
+1,258
| +10% | +$185K | 0.96% | 31 |
|
|
2024
Q2 | $1.88M | Buy |
12,036
+235
| +2% | +$36.8K | 1.03% | 26 |
|
|
2024
Q1 | $1.8M | Buy |
11,801
+1,702
| +17% | +$259K | 1.1% | 22 |
|
|
2023
Q4 | $1.51M | Sell |
10,099
-287
| -3% | -$42.8K | 0.97% | 33 |
|
|
2023
Q3 | $1.75M | Buy |
+10,386
| New | +$1.75M | 1.21% | 22 |
|
|
2023
Q2 | – | Sell |
-8,537
| Closed | -$1.39M | – | 21 |
|
|
2023
Q1 | $1.39M | Buy |
8,537
+3,484
| +69% | +$566K | 1.15% | 20 |
|
|
2022
Q4 | $907K | Buy |
+5,053
| New | +$907K | 0.92% | 32 |
|