NewEdge 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 | $11.6M | Buy |
75,724
+14,123
| +23% | +$2.16M | 0.18% | 106 |
|
|
2025
Q1 | $10.3M | Buy |
61,601
+4,324
| +8% | +$723K | 0.19% | 106 |
|
|
2024
Q4 | $8.3M | Buy |
57,277
+1,153
| +2% | +$167K | 0.14% | 128 |
|
|
2024
Q3 | $8.27M | Buy |
56,124
+15,039
| +37% | +$2.21M | 0.15% | 137 |
|
|
2024
Q2 | $6.43M | Sell |
41,085
-8,608
| -17% | -$1.35M | 0.14% | 133 |
|
|
2024
Q1 | $7.99M | Buy |
49,693
+1,936
| +4% | +$311K | 0.18% | 121 |
|
|
2023
Q4 | $7.12M | Buy |
47,757
+2,135
| +5% | +$318K | 0.18% | 123 |
|
|
2023
Q3 | $7.69M | Buy |
45,622
+2,664
| +6% | +$449K | 0.24% | 106 |
|
|
2023
Q2 | $6.76M | Buy |
42,958
+223
| +0.5% | +$35.1K | 0.23% | 108 |
|
|
2023
Q1 | $6.97M | Buy |
42,735
+2,064
| +5% | +$337K | 0.26% | 97 |
|
|
2022
Q4 | $7.3M | Sell |
40,671
-1,006
| -2% | -$181K | 0.31% | 91 |
|
|
2022
Q3 | $5.99M | Buy |
41,677
+3,588
| +9% | +$516K | 0.28% | 92 |
|
|
2022
Q2 | $5.52M | Buy |
38,089
+32,766
| +616% | +$4.74M | 0.25% | 99 |
|
|
2022
Q1 | $867K | Buy |
5,323
+1,785
| +50% | +$291K | 0.04% | 235 |
|
|
2021
Q4 | $415K | Buy |
3,538
+341
| +11% | +$40K | 0.02% | 313 |
|
|
2021
Q3 | $324K | Buy |
3,197
+817
| +34% | +$82.8K | 0.02% | 241 |
|
|
2021
Q2 | $249K | Sell |
2,380
-275
| -10% | -$28.8K | 0.02% | 256 |
|
|
2021
Q1 | $278K | Buy |
+2,655
| New | +$278K | 0.03% | 261 |
|