Oakwell Private Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
2,926
-148
| -5% | -$21.2K | 0.1% | 56 |
|
|
2025
Q1 | $514K | Buy |
3,074
+212
| +7% | +$35.5K | 0.14% | 47 |
|
|
2024
Q4 | $415K | Sell |
2,862
-663
| -19% | -$96K | 0.12% | 47 |
|
|
2024
Q3 | $519K | Sell |
3,525
-87
| -2% | -$12.8K | 0.15% | 44 |
|
|
2024
Q2 | $565K | Buy |
3,612
+2,100
| +139% | +$328K | 0.16% | 45 |
|
|
2024
Q1 | $239K | Buy |
1,512
+22
| +1% | +$3.47K | 0.07% | 59 |
|
|
2023
Q4 | $222K | Hold |
1,490
| – | – | 0.08% | 59 |
|
|
2023
Q3 | $251K | Sell |
1,490
-23
| -2% | -$3.88K | 0.11% | 57 |
|
|
2023
Q2 | $238K | Buy |
1,513
+88
| +6% | +$13.8K | 0.1% | 56 |
|
|
2023
Q1 | $233K | Buy |
1,425
+43
| +3% | +$7.02K | 0.11% | 57 |
|
|
2022
Q4 | $248K | Sell |
1,382
-18
| -1% | -$3.23K | 0.12% | 56 |
|
|
2022
Q3 | $201K | Sell |
1,400
-13
| -0.9% | -$1.87K | 0.11% | 59 |
|
|
2022
Q2 | $205K | Buy |
+1,413
| New | +$205K | 0.12% | 57 |
|