Meritas 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 | – | Sell |
-1,333
| Closed | -$223K | – | 53 |
|
|
2025
Q1 | $223K | Buy |
+1,333
| New | +$223K | 0.13% | 47 |
|
|
2024
Q3 | – | Sell |
-1,507
| Closed | -$236K | – | 51 |
|
|
2024
Q2 | $236K | Buy |
1,507
+154
| +11% | +$24.1K | 0.17% | 43 |
|
|
2024
Q1 | $213K | Hold |
1,353
| – | – | 0.15% | 46 |
|
|
2023
Q4 | $202K | Buy |
1,353
+20
| +2% | +$2.98K | 0.15% | 49 |
|
|
2023
Q3 | $225K | Sell |
1,333
-96
| -7% | -$16.2K | 0.17% | 38 |
|
|
2023
Q2 | $225K | Buy |
1,429
+50
| +4% | +$7.87K | 0.17% | 40 |
|
|
2023
Q1 | $225K | Buy |
1,379
+16
| +1% | +$2.61K | 0.18% | 39 |
|
|
2022
Q4 | $245K | Buy |
+1,363
| New | +$245K | 0.2% | 39 |
|