Omni 360 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 | $359K | Sell |
2,508
-96
| -4% | -$13.7K | 0.18% | 116 |
|
|
2025
Q1 | $436K | Sell |
2,604
-81
| -3% | -$13.6K | 0.26% | 77 |
|
|
2024
Q4 | $389K | Sell |
2,685
-25
| -0.9% | -$3.62K | 0.24% | 82 |
|
|
2024
Q3 | $399K | Buy |
2,710
+40
| +1% | +$5.89K | 0.26% | 82 |
|
|
2024
Q2 | $418K | Buy |
2,670
+49
| +2% | +$7.67K | 0.31% | 74 |
|
|
2024
Q1 | $413K | Buy |
2,621
+60
| +2% | +$9.47K | 0.34% | 70 |
|
|
2023
Q4 | $382K | Buy |
+2,561
| New | +$382K | 0.36% | 65 |
|