Martel Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
1,580
-138
| -8% | -$19.8K | 0.04% | 66 |
|
|
2025
Q1 | $287K | Sell |
1,718
-112
| -6% | -$18.7K | 0.06% | 56 |
|
|
2024
Q4 | $265K | Hold |
1,830
| – | – | 0.05% | 59 |
|
|
2024
Q3 | $276K | Hold |
1,830
| – | – | 0.06% | 42 |
|
|
2024
Q2 | $286K | Buy |
1,830
+125
| +7% | +$19.6K | 0.06% | 40 |
|
|
2024
Q1 | $269K | Sell |
1,705
-23
| -1% | -$3.63K | 0.06% | 41 |
|
|
2023
Q4 | $258K | Buy |
+1,728
| New | +$258K | 0.06% | 47 |
|
|
2019
Q2 | – | Sell |
-1,958
| Closed | -$241K | – | 40 |
|
|
2019
Q1 | $241K | Hold |
1,958
| – | – | 0.09% | 36 |
|
|
2018
Q4 | $213K | Hold |
1,958
| – | – | 0.09% | 39 |
|
|
2018
Q3 | $239K | Buy |
+1,958
| New | +$239K | 0.09% | 34 |
|