Private Client Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
2,966
+1,034
| +54% | +$148K | 0.17% | 123 |
|
|
2025
Q1 | $323K | Buy |
1,932
+241
| +14% | +$40.3K | 0.16% | 125 |
|
|
2024
Q4 | $245K | Sell |
1,691
-7
| -0.4% | -$1.01K | 0.13% | 151 |
|
|
2024
Q3 | $250K | Buy |
1,698
+46
| +3% | +$6.78K | 0.13% | 142 |
|
|
2024
Q2 | $258K | Buy |
1,652
+4
| +0.2% | +$626 | 0.16% | 111 |
|
|
2024
Q1 | $260K | Sell |
1,648
-98
| -6% | -$15.5K | 0.17% | 105 |
|
|
2023
Q4 | $260K | Buy |
+1,746
| New | +$260K | 0.21% | 114 |
|