Peloton Wealth Strategists’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
1,398
+8
| +0.6% | +$1.14K | 0.08% | 88 |
|
|
2025
Q1 | $233K | Buy |
+1,390
| New | +$233K | 0.1% | 90 |
|
|
2017
Q3 | – | Sell |
-1,965
| Closed | -$205K | – | 67 |
|
|
2017
Q2 | $205K | Hold |
1,965
| – | – | 0.16% | 69 |
|
|
2017
Q1 | $211K | Hold |
1,965
| – | – | 0.17% | 67 |
|
|
2016
Q4 | $231K | Hold |
1,965
| – | – | 0.19% | 73 |
|
|
2016
Q3 | $202K | Buy |
+1,965
| New | +$202K | 0.17% | 73 |
|
|
2015
Q3 | – | Sell |
-2,981
| Closed | -$288K | – | 76 |
|
|
2015
Q2 | $288K | Hold |
2,981
| – | – | 0.23% | 71 |
|
|
2015
Q1 | $313K | Hold |
2,981
| – | – | 0.24% | 70 |
|
|
2014
Q4 | $334K | Hold |
2,981
| – | – | 0.25% | 71 |
|
|
2014
Q3 | $356K | Buy |
2,981
+1,016
| +52% | +$121K | 0.28% | 70 |
|
|
2014
Q2 | $206K | Hold |
1,965
| – | – | 0.18% | 70 |
|
|
2014
Q1 | $234K | Hold |
1,965
| – | – | 0.19% | 75 |
|
|
2013
Q4 | $245K | Hold |
1,965
| – | – | 0.2% | 72 |
|
|
2013
Q3 | $239K | Sell |
1,965
-150
| -7% | -$18.2K | 0.2% | 71 |
|
|
2013
Q2 | $250K | Buy |
+2,115
| New | +$250K | 0.22% | 72 |
|