Intergy Private 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 | $256K | Sell |
1,791
-326
| -15% | -$46.7K | 0.09% | 83 |
|
|
2025
Q1 | $354K | Buy |
2,117
+347
| +20% | +$58.1K | 0.13% | 68 |
|
|
2024
Q4 | $256K | Buy |
+1,770
| New | +$256K | 0.1% | 79 |
|
|
2024
Q3 | – | Sell |
-1,310
| Closed | -$205K | – | 89 |
|
|
2024
Q2 | $205K | Buy |
+1,310
| New | +$205K | 0.08% | 79 |
|