Perfromance Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+1,429
| New | +$205K | 0.01% | 185 |
|
|
2024
Q2 | – | Sell |
-1,429
| Closed | -$225K | – | 168 |
|
|
2024
Q1 | $225K | Sell |
1,429
-230
| -14% | -$36.3K | 0.01% | 144 |
|
|
2023
Q4 | $248K | Buy |
1,659
+68
| +4% | +$10.1K | 0.01% | 144 |
|
|
2023
Q3 | $268K | Hold |
1,591
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $249K | Buy |
+1,591
| New | +$249K | 0.01% | 157 |
|