Prosperity Financial 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 | $556K | Sell |
3,882
-16
| -0.4% | -$2.29K | 0.24% | 100 |
|
|
2025
Q1 | $652K | Sell |
3,898
-10
| -0.3% | -$1.67K | 0.32% | 80 |
|
|
2024
Q4 | $566K | Buy |
3,908
+227
| +6% | +$32.9K | 0.28% | 82 |
|
|
2024
Q3 | $542K | Sell |
3,681
-180
| -5% | -$26.5K | 0.3% | 81 |
|
|
2024
Q2 | $604K | Sell |
3,861
-22
| -0.6% | -$3.44K | 0.38% | 65 |
|
|
2024
Q1 | $613K | Sell |
3,883
-77
| -2% | -$12.1K | 0.38% | 66 |
|
|
2023
Q4 | $591K | Buy |
3,960
+86
| +2% | +$12.8K | 0.41% | 55 |
|
|
2023
Q3 | $653K | Sell |
3,874
-318
| -8% | -$53.6K | 0.54% | 42 |
|
|
2023
Q2 | $660K | Buy |
4,192
+317
| +8% | +$49.9K | 0.58% | 42 |
|
|
2023
Q1 | $632K | Buy |
3,875
+40
| +1% | +$6.53K | 0.64% | 43 |
|
|
2022
Q4 | $688K | Buy |
+3,835
| New | +$688K | 0.74% | 36 |
|