Level Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,577
+1
| +0.1% | +$143 | 0.07% | 87 |
|
|
2025
Q1 | $264K | Buy |
+1,576
| New | +$264K | 0.09% | 78 |
|
|
2024
Q1 | – | Sell |
-530
| Closed | -$79.1K | – | 118 |
|
|
2023
Q4 | $79.1K | Hold |
530
| – | – | 0.04% | 94 |
|
|
2023
Q3 | $89.4K | Hold |
530
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $83.4K | Hold |
530
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $86.5K | Hold |
530
| – | – | 0.05% | 72 |
|
|
2022
Q4 | $95K | Hold |
530
| – | – | 0.06% | 72 |
|
|
2022
Q3 | $76K | Hold |
530
| – | – | 0.06% | 80 |
|
|
2022
Q2 | $77K | Hold |
530
| – | – | 0.06% | 80 |
|
|
2022
Q1 | $86K | Hold |
530
| – | – | 0.07% | 62 |
|
|
2021
Q4 | $62K | Buy |
+530
| New | +$62K | 0.05% | 82 |
|