Prairie Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
2,698
| – | – | 0.17% | 96 |
|
|
2025
Q1 | $451K | Sell |
2,698
-1,579
| -37% | -$264K | 0.22% | 81 |
|
|
2024
Q4 | $620K | Sell |
4,277
-430
| -9% | -$62.3K | 0.3% | 71 |
|
|
2024
Q3 | $693K | Sell |
4,707
-2
| -0% | -$295 | 0.34% | 62 |
|
|
2024
Q2 | $737K | Sell |
4,709
-756
| -14% | -$118K | 0.37% | 53 |
|
|
2024
Q1 | $862K | Buy |
+5,465
| New | +$862K | 0.4% | 46 |
|