Quantum Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
3,696
+97
| +3% | +$13.9K | 0.17% | 97 |
|
|
2025
Q1 | $602K | Hold |
3,599
| – | – | 0.23% | 80 |
|
|
2024
Q4 | $521K | Sell |
3,599
-20
| -0.6% | -$2.9K | 0.17% | 104 |
|
|
2024
Q3 | $533K | Sell |
3,619
-114
| -3% | -$16.8K | 0.18% | 107 |
|
|
2024
Q2 | $584K | Buy |
3,733
+9
| +0.2% | +$1.41K | 0.21% | 89 |
|
|
2024
Q1 | $587K | Sell |
3,724
-47
| -1% | -$7.41K | 0.22% | 88 |
|
|
2023
Q4 | $562K | Buy |
3,771
+250
| +7% | +$37.3K | 0.24% | 92 |
|
|
2023
Q3 | $594K | Hold |
3,521
| – | – | 0.28% | 81 |
|
|
2023
Q2 | $554K | Buy |
3,521
+1,538
| +78% | +$242K | 0.26% | 88 |
|
|
2023
Q1 | $324K | Hold |
1,983
| – | – | 0.18% | 125 |
|
|
2022
Q4 | $356K | Buy |
1,983
+96
| +5% | +$17.2K | 0.23% | 110 |
|
|
2022
Q3 | $271K | Buy |
+1,887
| New | +$271K | 0.17% | 132 |
|