Old North State 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 | $575K | Buy |
4,006
+226
| +6% | +$32.4K | 0.3% | 63 |
|
|
2025
Q1 | $634K | Buy |
3,780
+260
| +7% | +$43.6K | 0.35% | 56 |
|
|
2024
Q4 | $510K | Buy |
3,520
+583
| +20% | +$84.5K | 0.29% | 61 |
|
|
2024
Q3 | $433K | Buy |
2,937
+511
| +21% | +$75.4K | 0.24% | 60 |
|
|
2024
Q2 | $380K | Sell |
2,426
-94
| -4% | -$14.7K | 0.25% | 58 |
|
|
2024
Q1 | $398K | Buy |
2,520
+347
| +16% | +$54.8K | 0.26% | 59 |
|
|
2023
Q4 | $324K | Buy |
2,173
+826
| +61% | +$123K | 0.24% | 59 |
|
|
2023
Q3 | $227K | Buy |
+1,347
| New | +$227K | 0.2% | 63 |
|