Provenance Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
2,370
-2,320
| -49% | -$332K | 0.05% | 88 |
|
|
2025
Q1 | $785K | Sell |
4,690
-5,685
| -55% | -$951K | 0.11% | 47 |
|
|
2024
Q4 | $1.5M | Buy |
10,375
+2,623
| +34% | +$380K | 0.19% | 32 |
|
|
2024
Q3 | $1.14M | Buy |
7,752
+427
| +6% | +$62.9K | 0.14% | 59 |
|
|
2024
Q2 | $1.15M | Buy |
7,325
+135
| +2% | +$21.1K | 0.16% | 53 |
|
|
2024
Q1 | $1.13M | Buy |
7,190
+270
| +4% | +$42.6K | 0.16% | 58 |
|
|
2023
Q4 | $1.03M | Buy |
6,920
+418
| +6% | +$62.3K | 0.14% | 62 |
|
|
2023
Q3 | $1.1M | Buy |
+6,502
| New | +$1.1M | 0.18% | 44 |
|