Instrumental Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
2,200
-164
| -7% | -$24.7K | 0.26% | 42 |
|
|
2025
Q1 | $328K | Sell |
2,364
-189
| -7% | -$26.2K | 0.3% | 38 |
|
|
2024
Q4 | $401K | Buy |
2,553
+318
| +14% | +$49.9K | 0.38% | 26 |
|
|
2024
Q3 | $339K | Sell |
2,235
-3
| -0.1% | -$455 | 0.33% | 30 |
|
|
2024
Q2 | $353K | Buy |
2,238
+76
| +4% | +$12K | 0.36% | 28 |
|
|
2024
Q1 | $344K | Buy |
2,162
+154
| +8% | +$24.5K | 0.15% | 29 |
|
|
2023
Q4 | $291K | Sell |
2,008
-305
| -13% | -$44.2K | 0.31% | 28 |
|
|
2023
Q3 | $388K | Buy |
2,313
+348
| +18% | +$58.3K | 0.45% | 20 |
|
|
2023
Q2 | $314K | Sell |
1,965
-143
| -7% | -$22.8K | 0.38% | 20 |
|
|
2023
Q1 | $331K | Buy |
+2,108
| New | +$331K | 0.44% | 19 |
|