Prestige Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
723
-13
| -2% | -$1.86K | 0.02% | 201 |
|
|
2025
Q1 | $123K | Sell |
736
-6
| -0.8% | -$1K | 0.03% | 186 |
|
|
2024
Q4 | $107K | Buy |
742
+6
| +0.8% | +$869 | 0.02% | 196 |
|
|
2024
Q3 | $108K | Hold |
736
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $115K | Sell |
736
-396
| -35% | -$61.9K | 0.02% | 164 |
|
|
2024
Q1 | $179K | Sell |
1,132
-99
| -8% | -$15.6K | 0.04% | 159 |
|
|
2023
Q4 | $184K | Buy |
1,231
+298
| +32% | +$44.5K | 0.04% | 143 |
|
|
2023
Q3 | $157K | Sell |
933
-2
| -0.2% | -$337 | 0.04% | 149 |
|
|
2023
Q2 | $147K | Buy |
935
+70
| +8% | +$11K | 0.03% | 167 |
|
|
2023
Q1 | $141K | Sell |
865
-26
| -3% | -$4.24K | 0.04% | 161 |
|
|
2022
Q4 | $160K | Buy |
891
+48
| +6% | +$8.62K | 0.04% | 151 |
|
|
2022
Q3 | $122K | Sell |
843
-165
| -16% | -$23.9K | 0.03% | 160 |
|
|
2022
Q2 | $146K | Buy |
1,008
+26
| +3% | +$3.77K | 0.04% | 152 |
|
|
2022
Q1 | $160K | Sell |
982
-13,092
| -93% | -$2.13M | 0.04% | 156 |
|
|
2021
Q4 | $1.65M | Sell |
14,074
-2,092
| -13% | -$246K | 0.39% | 36 |
|
|
2021
Q3 | $1.64M | Buy |
16,166
+3,163
| +24% | +$321K | 0.42% | 36 |
|
|
2021
Q2 | $1.36M | Buy |
13,003
+72
| +0.6% | +$7.54K | 0.36% | 36 |
|
|
2021
Q1 | $1.36M | Buy |
12,931
+12,006
| +1,298% | +$1.26M | 0.37% | 38 |
|
|
2020
Q4 | $78K | Sell |
925
-441
| -32% | -$37.2K | 0.02% | 202 |
|
|
2020
Q3 | $99K | Buy |
1,366
+27
| +2% | +$1.96K | 0.03% | 174 |
|
|
2020
Q2 | $119K | Sell |
1,339
-144
| -10% | -$12.8K | 0.04% | 140 |
|
|
2020
Q1 | $108K | Buy |
1,483
+135
| +10% | +$9.83K | 0.05% | 119 |
|
|
2019
Q4 | $163K | Sell |
1,348
-47
| -3% | -$5.68K | 0.09% | 131 |
|
|
2019
Q3 | $165K | Buy |
1,395
+47
| +3% | +$5.56K | 0.1% | 118 |
|
|
2019
Q2 | $168K | Hold |
1,348
| – | – | 0.1% | 115 |
|
|
2019
Q1 | $166K | Sell |
1,348
-879
| -39% | -$108K | 0.1% | 117 |
|
|
2018
Q4 | $242K | Buy |
+2,227
| New | +$242K | 0.18% | 100 |
|