Phillips Wealth Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
6,126
+690
| +13% | +$106K | 0.85% | 31 |
|
|
2025
Q1 | $737K | Sell |
5,436
-848
| -13% | -$115K | 0.78% | 37 |
|
|
2024
Q4 | $962K | Sell |
6,284
-1,662
| -21% | -$255K | 0.96% | 26 |
|
|
2024
Q3 | $1.18M | Buy |
7,946
+950
| +14% | +$141K | 1.13% | 18 |
|
|
2024
Q2 | $1.09M | Sell |
6,996
-113
| -2% | -$17.5K | 1.14% | 19 |
|
|
2024
Q1 | $1.11M | Sell |
7,109
-20
| -0.3% | -$3.13K | 1.28% | 15 |
|
|
2023
Q4 | $1.01M | Buy |
7,129
+310
| +5% | +$44K | 1.22% | 20 |
|
|
2023
Q3 | $1.15M | Buy |
6,819
+43
| +0.6% | +$7.27K | 1.56% | 10 |
|
|
2023
Q2 | $1.07M | Buy |
6,776
+799
| +13% | +$126K | 1.4% | 14 |
|
|
2023
Q1 | $1,000K | Sell |
5,977
-23
| -0.4% | -$3.85K | 1.32% | 15 |
|
|
2022
Q4 | $1.03M | Buy |
+6,000
| New | +$1.03M | 1.79% | 14 |
|