N.E.W. Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
2,242
-154
| -6% | -$22.1K | 0.03% | 143 |
|
|
2025
Q1 | $401K | Buy |
2,396
+318
| +15% | +$53.2K | 0.03% | 146 |
|
|
2024
Q4 | $301K | Buy |
2,078
+178
| +9% | +$25.8K | 0.03% | 150 |
|
|
2024
Q3 | $280K | Buy |
1,900
+471
| +33% | +$69.4K | 0.03% | 154 |
|
|
2024
Q2 | $224K | Sell |
1,429
-462
| -24% | -$72.3K | 0.02% | 164 |
|
|
2024
Q1 | $298K | Buy |
1,891
+65
| +4% | +$10.3K | 0.03% | 138 |
|
|
2023
Q4 | $272K | Buy |
+1,826
| New | +$272K | 0.03% | 138 |
|