Innova 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 | – | Sell |
-1,331
| Closed | -$223K | – | 108 |
|
|
2025
Q1 | $223K | Buy |
+1,331
| New | +$223K | 0.14% | 93 |
|
|
2024
Q3 | – | Sell |
-1,976
| Closed | -$309K | – | 89 |
|
|
2024
Q2 | $309K | Buy |
1,976
+76
| +4% | +$11.9K | 0.22% | 61 |
|
|
2024
Q1 | $300K | Hold |
1,900
| – | – | 0.23% | 60 |
|
|
2023
Q4 | $283K | Sell |
1,900
-700
| -27% | -$104K | 0.24% | 50 |
|
|
2023
Q3 | $438K | Hold |
2,600
| – | – | 0.39% | 31 |
|
|
2023
Q2 | $409K | Buy |
2,600
+142
| +6% | +$22.3K | 0.35% | 37 |
|
|
2023
Q1 | $401K | Buy |
2,458
+100
| +4% | +$16.3K | 0.35% | 30 |
|
|
2022
Q4 | $423K | Buy |
2,358
+300
| +15% | +$53.8K | 0.37% | 33 |
|
|
2022
Q3 | $296K | Hold |
2,058
| – | – | 0.27% | 32 |
|
|
2022
Q2 | $298K | Hold |
2,058
| – | – | 0.25% | 34 |
|
|
2022
Q1 | $335K | Buy |
2,058
+250
| +14% | +$40.7K | 0.24% | 45 |
|
|
2021
Q4 | $212K | Buy |
+1,808
| New | +$212K | 0.15% | 69 |
|