Invenio Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
4,058
+2,649
| +188% | +$379K | 0.23% | 50 |
|
|
2025
Q1 | $236K | Buy |
+1,409
| New | +$236K | 0.1% | 83 |
|
|
2024
Q2 | – | Sell |
-1,305
| Closed | -$206K | – | 95 |
|
|
2024
Q1 | $206K | Buy |
+1,305
| New | +$206K | 0.11% | 94 |
|
|
2023
Q4 | – | Sell |
-1,253
| Closed | -$211K | – | 99 |
|
|
2023
Q3 | $211K | Buy |
+1,253
| New | +$211K | 0.19% | 81 |
|