Oak Harbor Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
6,022
-343
| -5% | -$49.1K | 0.23% | 94 |
|
|
2025
Q1 | $1.06M | Sell |
6,365
-1,437
| -18% | -$240K | 0.3% | 75 |
|
|
2024
Q4 | $1.13M | Sell |
7,802
-387
| -5% | -$56.1K | 0.33% | 74 |
|
|
2024
Q3 | $1.21M | Sell |
8,189
-204
| -2% | -$30K | 0.34% | 77 |
|
|
2024
Q2 | $1.31M | Sell |
8,393
-203
| -2% | -$31.8K | 0.41% | 66 |
|
|
2024
Q1 | $1.36M | Buy |
8,596
+19
| +0.2% | +$3K | 0.42% | 66 |
|
|
2023
Q4 | $1.28M | Buy |
8,577
+239
| +3% | +$35.7K | 0.43% | 62 |
|
|
2023
Q3 | $1.41M | Sell |
8,338
-38
| -0.5% | -$6.41K | 0.5% | 58 |
|
|
2023
Q2 | $1.32M | Sell |
8,376
-22
| -0.3% | -$3.46K | 0.45% | 63 |
|
|
2023
Q1 | $1.37M | Buy |
8,398
+1,235
| +17% | +$202K | 0.5% | 61 |
|
|
2022
Q4 | $1.29M | Sell |
7,163
-210
| -3% | -$37.7K | 0.49% | 58 |
|
|
2022
Q3 | $1.06M | Buy |
7,373
+72
| +1% | +$10.3K | 0.41% | 65 |
|
|
2022
Q2 | $1.06M | Sell |
7,301
-797
| -10% | -$115K | 0.42% | 63 |
|
|
2022
Q1 | $1.32M | Sell |
8,098
-98
| -1% | -$16K | 0.43% | 60 |
|
|
2021
Q4 | $962K | Buy |
+8,196
| New | +$962K | 0.33% | 69 |
|