Integrity Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
1,951
+308
+19% +$44.1K 0.14% 111
2025
Q1
$275K Buy
1,643
+25
+2% +$4.18K 0.16% 102
2024
Q4
$234K Buy
+1,618
New +$234K 0.13% 108
2023
Q4
Sell
-1,581
Closed -$267K 199
2023
Q3
$267K Buy
1,581
+255
+19% +$43K 0.2% 85
2023
Q2
$209K Sell
1,326
-2,604
-66% -$410K 0.15% 95
2023
Q1
$641K Buy
3,930
+2,708
+222% +$442K 0.52% 46
2022
Q4
$219K Buy
1,222
+4
+0.3% +$718 0.21% 85
2022
Q3
$175K Buy
+1,218
New +$175K 0.18% 84
2022
Q2
Sell
-1,240
Closed -$202K 210
2022
Q1
$202K Buy
+1,240
New +$202K 0.17% 88