LifeSteps Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
4,726
-114
| -2% | -$16.3K | 0.47% | 38 |
|
|
2025
Q1 | $810K | Buy |
4,840
+2
| +0% | +$335 | 0.66% | 29 |
|
|
2024
Q4 | $701K | Sell |
4,838
-491
| -9% | -$71.1K | 0.54% | 34 |
|
|
2024
Q3 | $785K | Buy |
5,329
+202
| +4% | +$29.7K | 0.61% | 32 |
|
|
2024
Q2 | $802K | Hold |
5,127
| – | – | 0.66% | 30 |
|
|
2024
Q1 | $809K | Sell |
5,127
-200
| -4% | -$31.5K | 0.61% | 32 |
|
|
2023
Q4 | $795K | Buy |
5,327
+2,372
| +80% | +$354K | 0.7% | 29 |
|
|
2023
Q3 | $498K | Sell |
2,955
-187
| -6% | -$31.5K | 0.51% | 42 |
|
|
2023
Q2 | $494K | Sell |
3,142
-238
| -7% | -$37.4K | 0.49% | 41 |
|
|
2023
Q1 | $551K | Sell |
3,380
-226
| -6% | -$36.9K | 0.59% | 36 |
|
|
2022
Q4 | $647K | Buy |
3,606
+764
| +27% | +$137K | 0.67% | 33 |
|
|
2022
Q3 | $408K | Buy |
2,842
+275
| +11% | +$39.5K | 0.46% | 46 |
|
|
2022
Q2 | $372K | Hold |
2,567
| – | – | 0.39% | 51 |
|
|
2022
Q1 | $418K | Sell |
2,567
-70
| -3% | -$11.4K | 0.31% | 53 |
|
|
2021
Q4 | $309K | Sell |
2,637
-61
| -2% | -$7.15K | 0.22% | 64 |
|
|
2021
Q3 | $274K | Hold |
2,698
| – | – | 0.21% | 71 |
|
|
2021
Q2 | $283K | Buy |
2,698
+221
| +9% | +$23.2K | 0.22% | 72 |
|
|
2021
Q1 | $260K | Sell |
2,477
-524
| -17% | -$55K | 0.22% | 75 |
|
|
2020
Q4 | $253K | Sell |
3,001
-185
| -6% | -$15.6K | 0.23% | 70 |
|
|
2020
Q3 | $229K | Buy |
3,186
+715
| +29% | +$51.4K | 0.24% | 69 |
|
|
2020
Q2 | $220K | Buy |
+2,471
| New | +$220K | 0.25% | 66 |
|
|
2020
Q1 | – | Sell |
-2,360
| Closed | -$284K | – | 81 |
|
|
2019
Q4 | $284K | Buy |
+2,360
| New | +$284K | 0.27% | 69 |
|