LongView 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 | $361K | Sell |
2,521
-666
| -21% | -$95.4K | 0.11% | 150 |
|
|
2025
Q1 | $533K | Sell |
3,187
-50
| -2% | -$8.36K | 0.16% | 111 |
|
|
2024
Q4 | $469K | Sell |
3,237
-440
| -12% | -$63.7K | 0.14% | 121 |
|
|
2024
Q3 | $542K | Sell |
3,677
-628
| -15% | -$92.5K | 0.17% | 101 |
|
|
2024
Q2 | $673K | Sell |
4,305
-709
| -14% | -$111K | 0.25% | 82 |
|
|
2024
Q1 | $791K | Sell |
5,014
-375
| -7% | -$59.2K | 0.31% | 68 |
|
|
2023
Q4 | $785K | Buy |
+5,389
| New | +$785K | 0.35% | 66 |
|