PCG
Prosperity Consulting Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
10,692
-952
| -8% | -$136K | 0.11% | 169 |
|
|
2025
Q1 | $1.95M | Sell |
11,644
-423
| -4% | -$70.8K | 0.15% | 145 |
|
|
2024
Q4 | $1.75M | Buy |
12,067
+684
| +6% | +$99.1K | 0.13% | 161 |
|
|
2024
Q3 | $1.68M | Buy |
11,383
+4,054
| +55% | +$597K | 0.13% | 173 |
|
|
2024
Q2 | $1.15M | Sell |
7,329
-1,431
| -16% | -$224K | 0.16% | 122 |
|
|
2024
Q1 | $1.38M | Buy |
8,760
+3,460
| +65% | +$546K | 0.17% | 123 |
|
|
2023
Q4 | $791K | Buy |
5,300
+1,063
| +25% | +$159K | 0.26% | 75 |
|
|
2023
Q3 | $714K | Buy |
+4,237
| New | +$714K | 0.33% | 71 |
|
|
2022
Q2 | – | Sell |
-1,402
| Closed | -$228K | – | 89 |
|
|
2022
Q1 | $228K | Buy |
+1,402
| New | +$228K | 0.17% | 90 |
|