Rede 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 | $334K | Buy |
2,335
+1
| +0% | +$143 | 0.12% | 81 |
|
|
2025
Q1 | $390K | Buy |
2,334
+1
| +0% | +$167 | 0.14% | 70 |
|
|
2024
Q4 | $338K | Buy |
2,333
+212
| +10% | +$30.7K | 0.13% | 76 |
|
|
2024
Q3 | $312K | Buy |
2,121
+1
| +0% | +$147 | 0.12% | 80 |
|
|
2024
Q2 | $332K | Hold |
2,120
| – | – | 0.31% | 70 |
|
|
2024
Q1 | $334K | Buy |
2,120
+1
| +0% | +$158 | 0.14% | 70 |
|
|
2023
Q4 | $316K | Sell |
2,119
-81
| -4% | -$12.1K | 0.15% | 68 |
|
|
2023
Q3 | $371K | Sell |
2,200
-887
| -29% | -$150K | 0.19% | 49 |
|
|
2023
Q2 | $486K | Buy |
3,087
+1
| +0% | +$157 | 0.23% | 47 |
|
|
2023
Q1 | $504K | Hold |
3,086
| – | – | 0.26% | 45 |
|
|
2022
Q4 | $554K | Buy |
3,086
+1
| +0% | +$179 | 0.3% | 40 |
|
|
2022
Q3 | $443K | Buy |
3,085
+1
| +0% | +$144 | 0.26% | 49 |
|
|
2022
Q2 | $447K | Sell |
3,084
-100
| -3% | -$14.5K | 0.26% | 49 |
|
|
2022
Q1 | $518K | Sell |
3,184
-199
| -6% | -$32.4K | 0.24% | 54 |
|
|
2021
Q4 | $397K | Sell |
3,383
-699
| -17% | -$82K | 0.2% | 66 |
|
|
2021
Q3 | $414K | Sell |
4,082
-356
| -8% | -$36.1K | 0.22% | 63 |
|
|
2021
Q2 | $464K | Buy |
4,438
+100
| +2% | +$10.5K | 0.25% | 59 |
|
|
2021
Q1 | $454K | Buy |
4,338
+341
| +9% | +$35.7K | 0.26% | 54 |
|
|
2020
Q4 | $346K | Buy |
+3,997
| New | +$346K | 0.24% | 60 |
|