Private 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 | $51.7K | Sell |
361
-106
| -23% | -$15.2K | 0.02% | 168 |
|
|
2025
Q1 | $78.1K | Sell |
467
-64
| -12% | -$10.7K | 0.03% | 131 |
|
|
2024
Q4 | $76.9K | Buy |
531
+32
| +6% | +$4.64K | 0.03% | 136 |
|
|
2024
Q3 | $73.5K | Sell |
499
-60
| -11% | -$8.84K | 0.03% | 134 |
|
|
2024
Q2 | $87.4K | Buy |
559
+95
| +20% | +$14.9K | 0.04% | 114 |
|
|
2024
Q1 | $73.2K | Buy |
464
+63
| +16% | +$9.94K | 0.03% | 123 |
|
|
2023
Q4 | $59.8K | Buy |
+401
| New | +$59.8K | 0.03% | 140 |
|