Precedent Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
2,548
+62
| +2% | +$8.88K | 0.09% | 137 |
|
|
2025
Q1 | $416K | Sell |
2,486
-9,161
| -79% | -$1.53M | 0.12% | 126 |
|
|
2024
Q4 | $1.69M | Buy |
11,647
+775
| +7% | +$112K | 0.55% | 44 |
|
|
2024
Q3 | $1.6M | Buy |
10,872
+945
| +10% | +$139K | 0.53% | 47 |
|
|
2024
Q2 | $1.55M | Buy |
9,927
+457
| +5% | +$71.5K | 0.63% | 36 |
|
|
2024
Q1 | $1.49M | Buy |
9,470
+566
| +6% | +$89.3K | 0.64% | 36 |
|
|
2023
Q4 | $1.33M | Buy |
+8,904
| New | +$1.33M | 0.68% | 33 |
|