Principle 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 | $7.59M | Buy |
53,001
+14,224
| +37% | +$2.04M | 0.47% | 44 |
|
|
2025
Q1 | $6.49M | Sell |
38,777
-325
| -0.8% | -$54.4K | 0.46% | 51 |
|
|
2024
Q4 | $5.66M | Buy |
39,102
+199
| +0.5% | +$28.8K | 0.4% | 58 |
|
|
2024
Q3 | $5.73M | Buy |
38,903
+1,851
| +5% | +$273K | 0.41% | 58 |
|
|
2024
Q2 | $5.8M | Sell |
37,052
-4
| -0% | -$626 | 0.44% | 54 |
|
|
2024
Q1 | $5.85M | Buy |
37,056
+1,369
| +4% | +$216K | 0.46% | 53 |
|
|
2023
Q4 | $5.32M | Sell |
35,687
-702
| -2% | -$105K | 0.46% | 52 |
|
|
2023
Q3 | $6.14M | Sell |
36,389
-1,100
| -3% | -$185K | 0.62% | 43 |
|
|
2023
Q2 | $5.9M | Buy |
37,489
+16
| +0% | +$2.52K | 0.59% | 41 |
|
|
2023
Q1 | $6.11M | Sell |
37,473
-2,941
| -7% | -$480K | 0.65% | 41 |
|
|
2022
Q4 | $7.25M | Sell |
40,414
-1,799
| -4% | -$323K | 0.82% | 29 |
|
|
2022
Q3 | $60.5K | Sell |
42,213
-792
| -2% | -$1.14K | 5.71% | 2 |
|
|
2022
Q2 | $6.23M | Sell |
43,005
-1,260
| -3% | -$182K | 0.75% | 29 |
|
|
2022
Q1 | $7.21M | Sell |
44,265
-1,175
| -3% | -$191K | 0.76% | 27 |
|
|
2021
Q4 | $5.33M | Sell |
45,440
-338
| -0.7% | -$39.7K | 0.56% | 39 |
|
|
2021
Q3 | $4.34M | Buy |
45,778
+500
| +1% | +$47.4K | 0.5% | 43 |
|
|
2021
Q2 | $4.74M | Sell |
45,278
-210
| -0.5% | -$22K | 0.54% | 37 |
|
|
2021
Q1 | $4.77M | Buy |
45,488
+3,042
| +7% | +$319K | 0.56% | 37 |
|
|
2020
Q4 | $3.59M | Buy |
42,446
+33,403
| +369% | +$2.82M | 0.47% | 45 |
|
|
2020
Q3 | $651K | Sell |
9,043
-517
| -5% | -$37.2K | 0.18% | 69 |
|
|
2020
Q2 | $853K | Buy |
9,560
+25
| +0.3% | +$2.23K | 0.25% | 57 |
|
|
2020
Q1 | $691K | Buy |
9,535
+4,192
| +78% | +$304K | 0.26% | 57 |
|
|
2019
Q4 | $644K | Sell |
5,343
-150
| -3% | -$18.1K | 0.21% | 85 |
|
|
2019
Q3 | $651K | Buy |
5,493
+575
| +12% | +$68.1K | 0.23% | 77 |
|
|
2019
Q2 | $612K | Buy |
4,918
+285
| +6% | +$35.5K | 0.31% | 57 |
|
|
2019
Q1 | $571K | Buy |
4,633
+1,610
| +53% | +$198K | 0.33% | 55 |
|
|
2018
Q4 | $383K | Buy |
+3,023
| New | +$383K | 0.32% | 71 |
|