Pursue Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
+5,461
| New | +$782K | 0.44% | 52 |
|
|
2024
Q3 | – | Sell |
-2,709
| Closed | -$424K | – | 113 |
|
|
2024
Q2 | $424K | Sell |
2,709
-750
| -22% | -$117K | 0.23% | 64 |
|
|
2024
Q1 | $546K | Hold |
3,459
| – | – | 0.32% | 59 |
|
|
2023
Q4 | $516K | Hold |
3,459
| – | – | 0.33% | 55 |
|
|
2023
Q3 | $583K | Hold |
3,459
| – | – | 0.41% | 54 |
|
|
2023
Q2 | $544K | Sell |
3,459
-504
| -13% | -$79.3K | 0.34% | 61 |
|
|
2023
Q1 | $647K | Buy |
3,963
+1,145
| +41% | +$187K | 0.44% | 57 |
|
|
2022
Q4 | $506K | Buy |
2,818
+1,000
| +55% | +$179K | 0.39% | 63 |
|
|
2022
Q3 | $261K | Sell |
1,818
-83
| -4% | -$11.9K | 0.19% | 86 |
|
|
2022
Q2 | $275K | Sell |
1,901
-3,000
| -61% | -$434K | 0.18% | 90 |
|
|
2022
Q1 | $819K | Sell |
4,901
-3,885
| -44% | -$649K | 0.34% | 64 |
|
|
2021
Q4 | $1.03M | Buy |
+8,786
| New | +$1.03M | 0.4% | 56 |
|