Integris 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 | $810K | Buy |
5,655
+42
| +0.7% | +$6.01K | 0.21% | 39 |
|
|
2025
Q1 | $939K | Buy |
5,613
+10
| +0.2% | +$1.67K | 0.27% | 30 |
|
|
2024
Q4 | $812K | Sell |
5,603
-15
| -0.3% | -$2.17K | 0.23% | 35 |
|
|
2024
Q3 | $827K | Buy |
5,618
+90
| +2% | +$13.3K | 0.23% | 36 |
|
|
2024
Q2 | $865K | Sell |
5,528
-39
| -0.7% | -$6.1K | 0.25% | 32 |
|
|
2024
Q1 | $878K | Buy |
5,567
+102
| +2% | +$16.1K | 0.24% | 33 |
|
|
2023
Q4 | $815K | Buy |
5,465
+148
| +3% | +$22.1K | 0.24% | 35 |
|
|
2023
Q3 | $897K | Buy |
5,317
+18
| +0.3% | +$3.04K | 0.29% | 34 |
|
|
2023
Q2 | $834K | Hold |
5,299
| – | – | 0.3% | 29 |
|
|
2023
Q1 | $865K | Sell |
5,299
-107
| -2% | -$17.5K | 0.32% | 30 |
|
|
2022
Q4 | $970K | Buy |
+5,406
| New | +$970K | 0.38% | 29 |
|