Peterson 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
Q1 | $1.34M | Buy |
8,014
+117
| +1% | +$19.6K | 0.9% | 30 |
|
|
2024
Q4 | $1.14M | Sell |
7,897
-465
| -6% | -$67.4K | 0.68% | 32 |
|
|
2024
Q3 | $1.23M | Buy |
8,362
+149
| +2% | +$21.9K | 0.79% | 32 |
|
|
2024
Q2 | $1.28M | Buy |
8,213
+448
| +6% | +$70.1K | 0.79% | 34 |
|
|
2024
Q1 | $1.22M | Buy |
+7,765
| New | +$1.22M | 0.88% | 37 |
|