Processus Wealth & Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
9,785
+813
| +9% | +$116K | 1.11% | 28 |
|
|
2025
Q1 | $1.5M | Buy |
8,972
+168
| +2% | +$28.1K | 1.28% | 27 |
|
|
2024
Q4 | $1.28M | Buy |
8,804
+77
| +0.9% | +$11.2K | 1.02% | 31 |
|
|
2024
Q3 | $1.29M | Sell |
8,727
-206
| -2% | -$30.3K | 1.06% | 31 |
|
|
2024
Q2 | $1.4M | Buy |
8,933
+214
| +2% | +$33.5K | 1.16% | 30 |
|
|
2024
Q1 | $1.38M | Buy |
8,719
+715
| +9% | +$113K | 1.22% | 29 |
|
|
2023
Q4 | $1.19M | Buy |
+8,004
| New | +$1.19M | 1.19% | 31 |
|