Journey Strategic 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 | $4.01M | Buy |
28,021
+5,499
| +24% | +$787K | 0.13% | 58 |
|
|
2025
Q1 | $3.77M | Buy |
22,522
+5,103
| +29% | +$854K | 0.13% | 53 |
|
|
2024
Q4 | $2.52M | Buy |
17,419
+1,872
| +12% | +$271K | 0.09% | 60 |
|
|
2024
Q3 | $2.29M | Buy |
15,547
+3,011
| +24% | +$443K | 0.08% | 63 |
|
|
2024
Q2 | $1.96M | Buy |
12,536
+1,207
| +11% | +$189K | 0.08% | 49 |
|
|
2024
Q1 | $1.79M | Sell |
11,329
-561
| -5% | -$88.5K | 0.08% | 46 |
|
|
2023
Q4 | $1.77M | Sell |
11,890
-3,023
| -20% | -$451K | 0.08% | 44 |
|
|
2023
Q3 | $2.51M | Buy |
14,913
+2,714
| +22% | +$458K | 0.12% | 32 |
|
|
2023
Q2 | $1.92M | Sell |
12,199
-935
| -7% | -$147K | 0.09% | 37 |
|
|
2023
Q1 | $2.14M | Buy |
13,134
+210
| +2% | +$34.3K | 0.23% | 30 |
|
|
2022
Q4 | $2.32M | Buy |
12,924
+1,564
| +14% | +$281K | 0.27% | 26 |
|
|
2022
Q3 | $1.63M | Buy |
11,360
+2,826
| +33% | +$406K | 0.22% | 26 |
|
|
2022
Q2 | $1.24M | Sell |
8,534
-1,872
| -18% | -$271K | 0.17% | 32 |
|
|
2022
Q1 | $1.7M | Buy |
10,406
+243
| +2% | +$39.6K | 0.18% | 17 |
|
|
2021
Q4 | $1.19M | Buy |
+10,163
| New | +$1.19M | 0.12% | 37 |
|