Palumbo 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 | $472K | Sell |
3,294
-350
| -10% | -$50.1K | 0.15% | 108 |
|
|
2025
Q1 | $610K | Buy |
3,644
+533
| +17% | +$89.2K | 0.2% | 78 |
|
|
2024
Q4 | $451K | Buy |
3,111
+23
| +0.7% | +$3.33K | 0.17% | 92 |
|
|
2024
Q3 | $455K | Sell |
3,088
-523
| -14% | -$77K | 0.18% | 92 |
|
|
2024
Q2 | $565K | Buy |
3,611
+23
| +0.6% | +$3.6K | 0.24% | 74 |
|
|
2024
Q1 | $566K | Buy |
3,588
+28
| +0.8% | +$4.42K | 0.25% | 71 |
|
|
2023
Q4 | $531K | Buy |
3,560
+586
| +20% | +$87.4K | 0.27% | 70 |
|
|
2023
Q3 | $502K | Buy |
2,974
+23
| +0.8% | +$3.88K | 0.28% | 66 |
|
|
2023
Q2 | $464K | Buy |
2,951
+321
| +12% | +$50.5K | 0.28% | 64 |
|
|
2023
Q1 | $429K | Buy |
2,630
+23
| +0.9% | +$3.75K | 0.29% | 64 |
|
|
2022
Q4 | $468K | Buy |
2,607
+9
| +0.3% | +$1.62K | 0.37% | 56 |
|
|
2022
Q3 | $373K | Buy |
2,598
+23
| +0.9% | +$3.3K | 0.32% | 59 |
|
|
2022
Q2 | $373K | Buy |
2,575
+19
| +0.7% | +$2.75K | 0.3% | 61 |
|
|
2022
Q1 | $416K | Buy |
2,556
+22
| +0.9% | +$3.58K | 0.27% | 65 |
|
|
2021
Q4 | $297K | Buy |
2,534
+27
| +1% | +$3.17K | 0.19% | 80 |
|
|
2021
Q3 | $254K | Sell |
2,507
-493
| -16% | -$49.9K | 0.17% | 83 |
|
|
2021
Q2 | $314K | Buy |
+3,000
| New | +$314K | 0.21% | 79 |
|