Modern 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 | $16.7M | Buy |
116,659
+4,071
| +4% | +$583K | 0.42% | 59 |
|
|
2025
Q1 | $18.8M | Buy |
112,588
+9,186
| +9% | +$1.54M | 0.6% | 39 |
|
|
2024
Q4 | $15M | Buy |
103,402
+77,980
| +307% | +$11.3M | 0.56% | 42 |
|
|
2024
Q3 | $3.74M | Buy |
25,422
+2,964
| +13% | +$436K | 0.23% | 74 |
|
|
2024
Q2 | $3.51M | Buy |
22,458
+3,354
| +18% | +$525K | 0.26% | 56 |
|
|
2024
Q1 | $3.01M | Buy |
19,104
+16,463
| +623% | +$2.6M | 0.28% | 47 |
|
|
2023
Q4 | $394K | Buy |
+2,641
| New | +$394K | 0.05% | 113 |
|