Naviter Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
18,644
-823
| -4% | -$118K | 0.33% | 78 |
|
|
2025
Q1 | $3.23M | Sell |
19,467
-216
| -1% | -$35.9K | 0.39% | 66 |
|
|
2024
Q4 | $2.85M | Buy |
19,683
+4,468
| +29% | +$647K | 0.34% | 73 |
|
|
2024
Q3 | $2.24M | Sell |
15,215
-1,391
| -8% | -$205K | 0.31% | 86 |
|
|
2024
Q2 | $2.6M | Buy |
16,606
+13
| +0.1% | +$2.03K | 0.39% | 71 |
|
|
2024
Q1 | $2.62M | Buy |
16,593
+7,089
| +75% | +$1.12M | 0.43% | 64 |
|
|
2023
Q4 | $1.42M | Sell |
9,504
-2,335
| -20% | -$348K | 0.29% | 95 |
|
|
2023
Q3 | $2M | Buy |
11,839
+1,528
| +15% | +$258K | 0.48% | 47 |
|
|
2023
Q2 | $1.62M | Buy |
10,311
+1,189
| +13% | +$187K | 0.41% | 63 |
|
|
2023
Q1 | $1.49M | Sell |
9,122
-812
| -8% | -$132K | 0.52% | 44 |
|
|
2022
Q4 | $1.8M | Buy |
9,934
+261
| +3% | +$47.2K | 0.49% | 42 |
|
|
2022
Q3 | $1.39M | Buy |
9,673
+1,241
| +15% | +$178K | 0.57% | 31 |
|
|
2022
Q2 | $1.22M | Buy |
+8,432
| New | +$1.22M | 0.5% | 36 |
|