Paragon Private 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 | $543K | Sell |
3,791
-1,095
| -22% | -$157K | 0.22% | 126 |
|
|
2025
Q1 | $817K | Sell |
4,886
-137
| -3% | -$22.9K | 0.38% | 76 |
|
|
2024
Q4 | $727K | Buy |
5,023
+431
| +9% | +$62.4K | 0.34% | 83 |
|
|
2024
Q3 | $676K | Sell |
4,592
-826
| -15% | -$122K | 0.34% | 87 |
|
|
2024
Q2 | $847K | Sell |
5,418
-186
| -3% | -$29.1K | 0.48% | 64 |
|
|
2024
Q1 | $884K | Sell |
5,604
-22
| -0.4% | -$3.47K | 0.53% | 63 |
|
|
2023
Q4 | $839K | Buy |
5,626
+615
| +12% | +$91.7K | 0.58% | 60 |
|
|
2023
Q3 | $845K | Buy |
5,011
+299
| +6% | +$50.4K | 0.7% | 52 |
|
|
2023
Q2 | $741K | Sell |
4,712
-51
| -1% | -$8.03K | 0.59% | 59 |
|
|
2023
Q1 | $777K | Buy |
4,763
+816
| +21% | +$133K | 0.66% | 51 |
|
|
2022
Q4 | $708K | Buy |
3,947
+640
| +19% | +$115K | 0.64% | 49 |
|
|
2022
Q3 | $578K | Buy |
3,307
+1,419
| +75% | +$248K | 0.56% | 54 |
|
|
2022
Q2 | $273K | Buy |
+1,888
| New | +$273K | 0.29% | 86 |
|