Madison 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 | $365K | Buy |
2,548
+2
| +0.1% | +$286 | 0.08% | 108 |
|
|
2025
Q1 | $426K | Sell |
2,546
-19
| -0.7% | -$3.18K | 0.11% | 85 |
|
|
2024
Q4 | $371K | Buy |
2,565
+1
| +0% | +$145 | 0.1% | 95 |
|
|
2024
Q3 | $378K | Hold |
2,564
| – | – | 0.11% | 92 |
|
|
2024
Q2 | $401K | Buy |
2,564
+52
| +2% | +$8.14K | 0.14% | 77 |
|
|
2024
Q1 | $396K | Hold |
2,512
| – | – | 0.14% | 73 |
|
|
2023
Q4 | $375K | Sell |
2,512
-16
| -0.6% | -$2.39K | 0.15% | 71 |
|
|
2023
Q3 | $426K | Buy |
2,528
+25
| +1% | +$4.22K | 0.22% | 54 |
|
|
2023
Q2 | $394K | Buy |
2,503
+100
| +4% | +$15.7K | 0.18% | 53 |
|
|
2023
Q1 | $392K | Buy |
2,403
+81
| +3% | +$13.2K | 0.2% | 56 |
|
|
2022
Q4 | $417K | Buy |
2,322
+121
| +5% | +$21.7K | 0.24% | 47 |
|
|
2022
Q3 | $316K | Buy |
2,201
+17
| +0.8% | +$2.44K | 0.21% | 51 |
|
|
2022
Q2 | $316K | Hold |
2,184
| – | – | 0.2% | 55 |
|
|
2022
Q1 | $356K | Buy |
2,184
+62
| +3% | +$10.1K | 0.2% | 49 |
|
|
2021
Q4 | $249K | Buy |
+2,122
| New | +$249K | 0.13% | 64 |
|