LJI Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
4,081
-269
| -6% | -$38.5K | 0.1% | 80 |
|
|
2025
Q1 | $728K | Sell |
4,350
-100
| -2% | -$16.7K | 0.14% | 66 |
|
|
2024
Q4 | $645K | Buy |
4,450
+155
| +4% | +$22.5K | 0.13% | 71 |
|
|
2024
Q3 | $633K | Sell |
4,295
-223
| -5% | -$32.8K | 0.13% | 82 |
|
|
2024
Q2 | $707K | Sell |
4,518
-100
| -2% | -$15.6K | 0.16% | 68 |
|
|
2024
Q1 | $728K | Buy |
4,618
+8
| +0.2% | +$1.26K | 0.19% | 56 |
|
|
2023
Q4 | $688K | Buy |
4,610
+70
| +2% | +$10.4K | 0.18% | 69 |
|
|
2023
Q3 | $766K | Buy |
4,540
+51
| +1% | +$8.6K | 0.22% | 57 |
|
|
2023
Q2 | $706K | Buy |
4,489
+227
| +5% | +$35.7K | 0.21% | 54 |
|
|
2023
Q1 | $695K | Buy |
4,262
+100
| +2% | +$16.3K | 0.22% | 50 |
|
|
2022
Q4 | $747K | Buy |
+4,162
| New | +$747K | 0.26% | 44 |
|