Partnership 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 | $831K | Hold |
5,800
| – | – | 0.67% | 35 |
|
|
2025
Q1 | $970K | Hold |
5,800
| – | – | 0.82% | 31 |
|
|
2024
Q4 | $840K | Sell |
5,800
-100
| -2% | -$14.5K | 0.7% | 35 |
|
|
2024
Q3 | $869K | Hold |
5,900
| – | – | 0.61% | 34 |
|
|
2024
Q2 | $923K | Hold |
5,900
| – | – | 0.68% | 37 |
|
|
2024
Q1 | $931K | Hold |
5,900
| – | – | 0.65% | 41 |
|
|
2023
Q4 | $870K | Buy |
+5,900
| New | +$870K | 0.66% | 42 |
|