Quotient 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 | $5.9M | Sell |
41,202
-1,646
| -4% | -$236K | 0.17% | 37 |
|
|
2025
Q1 | $7.17M | Buy |
42,848
+920
| +2% | +$154K | 0.23% | 33 |
|
|
2024
Q4 | $6.07M | Sell |
41,928
-1,359
| -3% | -$197K | 0.2% | 36 |
|
|
2024
Q3 | $6.37M | Sell |
43,287
-1,026
| -2% | -$151K | 0.21% | 33 |
|
|
2024
Q2 | $6.93M | Buy |
44,313
+1,249
| +3% | +$195K | 0.24% | 32 |
|
|
2024
Q1 | $6.79M | Buy |
43,064
+8,597
| +25% | +$1.36M | 0.24% | 33 |
|
|
2023
Q4 | $5.14M | Buy |
+34,467
| New | +$5.14M | 0.2% | 49 |
|