Nova R 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 | $710K | Buy |
4,961
+455
| +10% | +$65.1K | 0.33% | 46 |
|
|
2025
Q1 | $754K | Buy |
4,506
+131
| +3% | +$21.9K | 0.37% | 44 |
|
|
2024
Q4 | $634K | Buy |
4,375
+97
| +2% | +$14.1K | 0.32% | 46 |
|
|
2024
Q3 | $630K | Buy |
4,278
+35
| +0.8% | +$5.16K | 0.31% | 45 |
|
|
2024
Q2 | $664K | Buy |
4,243
+32
| +0.8% | +$5.01K | 0.34% | 45 |
|
|
2024
Q1 | $664K | Sell |
4,211
-145
| -3% | -$22.9K | 0.35% | 46 |
|
|
2023
Q4 | $650K | Buy |
4,356
+33
| +0.8% | +$4.92K | 0.41% | 42 |
|
|
2023
Q3 | $729K | Buy |
4,323
+29
| +0.7% | +$4.89K | 0.5% | 37 |
|
|
2023
Q2 | $676K | Sell |
4,294
-99
| -2% | -$15.6K | 0.45% | 39 |
|
|
2023
Q1 | $717K | Sell |
4,393
-71
| -2% | -$11.6K | 0.48% | 37 |
|
|
2022
Q4 | $801K | Buy |
4,464
+25
| +0.6% | +$4.49K | 0.59% | 33 |
|
|
2022
Q3 | $638K | Buy |
4,439
+27
| +0.6% | +$3.88K | 0.52% | 37 |
|
|
2022
Q2 | $639K | Sell |
4,412
-118
| -3% | -$17.1K | 0.53% | 34 |
|
|
2022
Q1 | $738K | Sell |
4,530
-1,909
| -30% | -$311K | 0.63% | 29 |
|
|
2021
Q4 | $756K | Buy |
+6,439
| New | +$756K | 0.61% | 31 |
|