Independent Wealth Network’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
31,221
+1,336
| +4% | +$191K | 1.63% | 11 |
|
|
2025
Q1 | $5M | Sell |
29,885
-154
| -0.5% | -$25.8K | 1.99% | 7 |
|
|
2024
Q4 | $4.35M | Buy |
30,039
+1,723
| +6% | +$250K | 1.77% | 9 |
|
|
2024
Q3 | $4.17M | Buy |
28,316
+131
| +0.5% | +$19.3K | 1.84% | 9 |
|
|
2024
Q2 | $4.41M | Buy |
28,185
+546
| +2% | +$85.4K | 2.05% | 7 |
|
|
2024
Q1 | $4.36M | Buy |
27,639
+1,535
| +6% | +$242K | 2.04% | 9 |
|
|
2023
Q4 | $3.89M | Buy |
26,104
+1,433
| +6% | +$214K | 2.05% | 10 |
|
|
2023
Q3 | $4.16M | Buy |
24,671
+116
| +0.5% | +$19.6K | 2.56% | 6 |
|
|
2023
Q2 | $3.86M | Buy |
24,555
+310
| +1% | +$48.8K | 2.32% | 7 |
|
|
2023
Q1 | $3.96M | Buy |
24,245
+213
| +0.9% | +$34.8K | 2.53% | 7 |
|
|
2022
Q4 | $4.31M | Buy |
24,032
+206
| +0.9% | +$37K | 2.95% | 5 |
|
|
2022
Q3 | $3.42M | Sell |
23,826
-167
| -0.7% | -$24K | 2.67% | 7 |
|
|
2022
Q2 | $3.47M | Sell |
23,993
-43
| -0.2% | -$6.23K | 2.5% | 7 |
|
|
2022
Q1 | $3.91M | Buy |
24,036
+425
| +2% | +$69.2K | 2.48% | 7 |
|
|
2021
Q4 | $2.77M | Buy |
23,611
+184
| +0.8% | +$21.6K | 1.71% | 14 |
|
|
2021
Q3 | $2.65M | Buy |
+23,427
| New | +$2.65M | 1.73% | 12 |
|