Legacy Capital 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 | $1.46M | Sell |
10,213
-1,920
| -16% | -$275K | 0.33% | 58 |
|
|
2025
Q1 | $2.03M | Buy |
12,133
+251
| +2% | +$42K | 0.5% | 28 |
|
|
2024
Q4 | $1.72M | Sell |
11,882
-280
| -2% | -$40.6K | 0.43% | 39 |
|
|
2024
Q3 | $1.79M | Sell |
12,162
-962
| -7% | -$142K | 0.36% | 52 |
|
|
2024
Q2 | $2.05M | Sell |
13,124
-7,607
| -37% | -$1.19M | 0.52% | 31 |
|
|
2024
Q1 | $3.51M | Buy |
20,731
+8,631
| +71% | +$1.46M | 2.49% | 8 |
|
|
2023
Q4 | $1.8M | Sell |
12,100
-170
| -1% | -$25.4K | 0.51% | 39 |
|
|
2023
Q3 | $2.07M | Buy |
+12,270
| New | +$2.07M | 0.57% | 30 |
|
|
2023
Q2 | – | Sell |
-10,226
| Closed | -$1.67M | – | 87 |
|
|
2023
Q1 | $1.67M | Buy |
+10,226
| New | +$1.67M | 0.46% | 39 |
|
|
2021
Q2 | – | Sell |
-4,912
| Closed | -$515K | – | 34 |
|
|
2021
Q1 | $515K | Buy |
4,912
+710
| +17% | +$74.4K | 0.21% | 45 |
|
|
2020
Q4 | $355K | Buy |
+4,202
| New | +$355K | 0.15% | 61 |
|