Maia Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
5,892
+1,950
| +49% | +$279K | 0.16% | 143 |
|
|
2025
Q1 | $533K | Buy |
3,942
+988
| +33% | +$134K | 0.12% | 168 |
|
|
2024
Q4 | $464K | Sell |
2,954
-623
| -17% | -$98K | 0.1% | 175 |
|
|
2024
Q3 | $538K | Buy |
3,577
+107
| +3% | +$16.1K | 0.13% | 144 |
|
|
2024
Q2 | $548K | Buy |
+3,470
| New | +$548K | 0.17% | 114 |
|
|
2023
Q4 | $421K | Buy |
+2,822
| New | +$421K | 0.17% | 121 |
|