Quadcap Wealth 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 | $2.67M | Sell |
18,612
-173
| -0.9% | -$24.8K | 0.34% | 61 |
|
|
2025
Q1 | $3.14M | Sell |
18,785
-436
| -2% | -$72.9K | 0.46% | 48 |
|
|
2024
Q4 | $2.78M | Buy |
19,221
+294
| +2% | +$42.6K | 0.41% | 46 |
|
|
2024
Q3 | $2.79M | Sell |
18,927
-1,956
| -9% | -$288K | 0.44% | 45 |
|
|
2024
Q2 | $3.27M | Buy |
20,883
+1,236
| +6% | +$193K | 0.59% | 36 |
|
|
2024
Q1 | $3.1M | Sell |
19,647
-1,151
| -6% | -$182K | 0.7% | 27 |
|
|
2023
Q4 | $3.1M | Buy |
+20,798
| New | +$3.1M | 0.8% | 21 |
|