Opes 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 | $205K | Sell |
1,430
-60
| -4% | -$8.59K | 0.04% | 143 |
|
|
2025
Q1 | $249K | Sell |
1,490
-95
| -6% | -$15.9K | 0.05% | 132 |
|
|
2024
Q4 | $230K | Buy |
1,585
+39
| +3% | +$5.65K | 0.05% | 126 |
|
|
2024
Q3 | $228K | Sell |
1,546
-64
| -4% | -$9.43K | 0.04% | 126 |
|
|
2024
Q2 | $252K | Buy |
1,610
+66
| +4% | +$10.3K | 0.05% | 118 |
|
|
2024
Q1 | $244K | Sell |
1,544
-1
| -0.1% | -$158 | 0.06% | 119 |
|
|
2023
Q4 | $230K | Buy |
1,545
+351
| +29% | +$52.4K | 0.06% | 119 |
|
|
2023
Q3 | $201K | Buy |
+1,194
| New | +$201K | 0.06% | 119 |
|