International Private Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
3,276
+1,406
| +75% | +$201K | 0.4% | 61 |
|
|
2025
Q1 | $313K | Buy |
1,870
+96
| +5% | +$16.1K | 0.3% | 99 |
|
|
2024
Q4 | $257K | Buy |
1,774
+28
| +2% | +$4.06K | 0.26% | 121 |
|
|
2024
Q3 | $257K | Sell |
1,746
-59
| -3% | -$8.69K | 0.38% | 95 |
|
|
2024
Q2 | $282K | Sell |
1,805
-900
| -33% | -$141K | 0.48% | 77 |
|
|
2024
Q1 | $427K | Buy |
2,705
+1,041
| +63% | +$164K | 0.82% | 34 |
|
|
2023
Q4 | $248K | Buy |
+1,664
| New | +$248K | 0.25% | 70 |
|