Legacy Capital Group California’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
6,013
+3,105
| +107% | +$445K | 0.24% | 111 |
|
|
2025
Q1 | $487K | Sell |
2,908
-17
| -0.6% | -$2.84K | 0.17% | 172 |
|
|
2024
Q4 | $424K | Sell |
2,925
-29
| -1% | -$4.2K | 0.13% | 198 |
|
|
2024
Q3 | $435K | Sell |
2,954
-129
| -4% | -$19K | 0.14% | 186 |
|
|
2024
Q2 | $482K | Buy |
3,083
+31
| +1% | +$4.85K | 0.17% | 170 |
|
|
2024
Q1 | $481K | Sell |
3,052
-101
| -3% | -$15.9K | 0.18% | 174 |
|
|
2023
Q4 | $470K | Buy |
+3,153
| New | +$470K | 0.18% | 168 |
|