Olistico 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 | $490K | Sell |
3,420
-59
| -2% | -$8.45K | 0.27% | 59 |
|
|
2025
Q1 | $582K | Sell |
3,479
-14
| -0.4% | -$2.34K | 0.36% | 52 |
|
|
2024
Q4 | $506K | Buy |
3,493
+1
| +0% | +$145 | 0.29% | 58 |
|
|
2024
Q3 | $514K | Sell |
3,492
-61
| -2% | -$8.99K | 0.31% | 60 |
|
|
2024
Q2 | $556K | Hold |
3,553
| – | – | 0.35% | 55 |
|
|
2024
Q1 | $560K | Buy |
3,553
+973
| +38% | +$153K | 0.4% | 54 |
|
|
2023
Q4 | $385K | Sell |
2,580
-68
| -3% | -$10.1K | 0.3% | 76 |
|
|
2023
Q3 | $447K | Sell |
2,648
-82
| -3% | -$13.8K | 0.4% | 64 |
|
|
2023
Q2 | $430K | Buy |
+2,730
| New | +$430K | 0.37% | 67 |
|
|
2023
Q1 | – | Sell |
-1,312
| Closed | -$236K | – | 100 |
|
|
2022
Q4 | $236K | Buy |
+1,312
| New | +$236K | 0.26% | 87 |
|