Motive 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 | $206K | Buy |
1,440
+181
| +14% | +$25.9K | 0.09% | 84 |
|
|
2025
Q1 | $211K | Buy |
+1,259
| New | +$211K | 0.11% | 67 |
|
|
2024
Q4 | – | Sell |
-1,362
| Closed | -$213K | – | 76 |
|
|
2024
Q3 | $213K | Hold |
1,362
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $213K | Sell |
1,362
-28
| -2% | -$4.38K | 0.13% | 65 |
|
|
2024
Q1 | $219K | Buy |
+1,390
| New | +$219K | 0.13% | 67 |
|
|
2023
Q4 | – | Sell |
-1,314
| Closed | -$222K | – | 46 |
|
|
2023
Q3 | $222K | Sell |
1,314
-68
| -5% | -$11.5K | 0.24% | 47 |
|
|
2023
Q2 | $217K | Buy |
1,382
+29
| +2% | +$4.56K | 0.23% | 51 |
|
|
2023
Q1 | $221K | Sell |
1,353
-321
| -19% | -$52.4K | 0.24% | 49 |
|
|
2022
Q4 | $300K | Buy |
1,674
+178
| +12% | +$31.9K | 0.23% | 47 |
|
|
2022
Q3 | $215K | Buy |
+1,496
| New | +$215K | 0.17% | 55 |
|