Philip James Wealth Mangement’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Buy |
51,148
+14,936
| +41% | +$2.14M | 0.93% | 25 |
|
|
2025
Q1 | $6.06M | Sell |
36,212
-375
| -1% | -$62.7K | 0.74% | 30 |
|
|
2024
Q4 | $5.3M | Sell |
36,587
-1,845
| -5% | -$267K | 0.69% | 35 |
|
|
2024
Q3 | $5.66M | Buy |
+38,432
| New | +$5.66M | 0.7% | 34 |
|
|
2024
Q2 | – | Sell |
-1,414
| Closed | -$223K | – | 79 |
|
|
2024
Q1 | $223K | Sell |
1,414
-1,793
| -56% | -$283K | 0.16% | 69 |
|
|
2023
Q4 | $478K | Buy |
+3,207
| New | +$478K | 0.37% | 34 |
|