Rebalance’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,500
-1
| -0.1% | -$143 | 0.01% | 96 |
|
|
2025
Q1 | $251K | Buy |
1,501
+1
| +0.1% | +$167 | 0.02% | 88 |
|
|
2024
Q4 | $217K | Hold |
1,500
| – | – | 0.02% | 97 |
|
|
2024
Q3 | $221K | Hold |
1,500
| – | – | 0.02% | 91 |
|
|
2024
Q2 | $235K | Hold |
1,500
| – | – | 0.02% | 84 |
|
|
2024
Q1 | $237K | Sell |
1,500
-70
| -4% | -$11K | 0.02% | 88 |
|
|
2023
Q4 | $234K | Buy |
+1,570
| New | +$234K | 0.02% | 85 |
|
|
2023
Q1 | – | Sell |
-145
| Closed | -$26K | – | 87 |
|
|
2022
Q4 | $26K | Buy |
+145
| New | +$26K | ﹤0.01% | 117 |
|