PDL
Portfolio Design Labs’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
14,875
-1,201
| -7% | -$172K | 0.42% | 63 |
|
|
2025
Q1 | $2.69M | Buy |
16,076
+4,174
| +35% | +$698K | 0.55% | 63 |
|
|
2024
Q4 | $1.72M | Buy |
11,902
+2,240
| +23% | +$324K | 0.35% | 92 |
|
|
2024
Q3 | $1.42M | Buy |
+9,662
| New | +$1.42M | 0.4% | 90 |
|