Peak Financial 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 | – | Sell |
-1,217
| Closed | -$204K | – | 98 |
|
|
2025
Q1 | $204K | Buy |
+1,217
| New | +$204K | 0.06% | 93 |
|
|
2024
Q1 | – | Sell |
-1,617
| Closed | -$241K | – | 97 |
|
|
2023
Q4 | $241K | Buy |
1,617
+381
| +31% | +$56.8K | 0.08% | 70 |
|
|
2023
Q3 | $208K | Buy |
+1,236
| New | +$208K | 0.08% | 70 |
|
|
2023
Q1 | – | Sell |
-1,164
| Closed | -$209K | – | 71 |
|
|
2022
Q4 | $209K | Buy |
+1,164
| New | +$209K | 0.08% | 69 |
|
|
2022
Q2 | – | Sell |
-2,045
| Closed | -$333K | – | 71 |
|
|
2022
Q1 | $333K | Buy |
+2,045
| New | +$333K | 0.11% | 57 |
|