Novak & Powell Financial 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 | $369K | Buy |
2,575
+5
| +0.2% | +$716 | 0.26% | 85 |
|
|
2025
Q1 | $430K | Buy |
2,570
+21
| +0.8% | +$3.51K | 0.27% | 84 |
|
|
2024
Q4 | $369K | Buy |
2,549
+7
| +0.3% | +$1.01K | 0.22% | 95 |
|
|
2024
Q3 | $374K | Sell |
2,542
-108
| -4% | -$15.9K | 0.22% | 94 |
|
|
2024
Q2 | $415K | Buy |
2,650
+3
| +0.1% | +$469 | 0.26% | 86 |
|
|
2024
Q1 | $418K | Buy |
2,647
+52
| +2% | +$8.2K | 0.31% | 76 |
|
|
2023
Q4 | $387K | Buy |
+2,595
| New | +$387K | 0.26% | 86 |
|