Johnson & White 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 | $533K | Sell |
3,721
-246
| -6% | -$35.2K | 0.27% | 66 |
|
|
2025
Q1 | $664K | Buy |
3,967
+427
| +12% | +$71.5K | 0.37% | 57 |
|
|
2024
Q4 | $519K | Buy |
+3,540
| New | +$519K | 0.31% | 61 |
|
|
2024
Q2 | – | Sell |
-5,928
| Closed | -$935K | – | 54 |
|
|
2024
Q1 | $935K | Buy |
5,928
+959
| +19% | +$151K | 0.68% | 38 |
|
|
2023
Q4 | $741K | Buy |
4,969
+130
| +3% | +$19.4K | 0.61% | 43 |
|
|
2023
Q3 | $816K | Buy |
+4,839
| New | +$816K | 0.74% | 34 |
|
|
2023
Q2 | – | Sell |
-4,410
| Closed | -$720K | – | 43 |
|
|
2023
Q1 | $720K | Buy |
+4,410
| New | +$720K | 0.64% | 38 |
|
|
2022
Q4 | – | Sell |
-1,651
| Closed | -$237K | – | 87 |
|
|
2022
Q3 | $237K | Buy |
+1,651
| New | +$237K | 0.27% | 66 |
|