Premier Path 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 | $1.8M | Sell |
12,560
-184
| -1% | -$26.3K | 0.25% | 92 |
|
|
2025
Q1 | $2.13M | Buy |
12,744
+208
| +2% | +$34.8K | 0.33% | 70 |
|
|
2024
Q4 | $1.82M | Buy |
12,536
+2,419
| +24% | +$350K | 0.28% | 84 |
|
|
2024
Q3 | $1.49M | Sell |
10,117
-2,000
| -17% | -$295K | 0.23% | 100 |
|
|
2024
Q2 | $1.9M | Buy |
12,117
+1,144
| +10% | +$179K | 0.32% | 76 |
|
|
2024
Q1 | $1.73M | Buy |
10,973
+1,164
| +12% | +$184K | 0.33% | 79 |
|
|
2023
Q4 | $1.45M | Buy |
+9,809
| New | +$1.45M | 0.32% | 74 |
|