REDW 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 | $210K | Buy |
1,469
+26
| +2% | +$3.72K | 0.08% | 102 |
|
|
2025
Q1 | $241K | Buy |
1,443
+59
| +4% | +$9.87K | 0.09% | 95 |
|
|
2024
Q4 | $200K | Sell |
1,384
-424
| -23% | -$61.4K | 0.07% | 104 |
|
|
2024
Q3 | $266K | Buy |
1,808
+105
| +6% | +$15.5K | 0.07% | 140 |
|
|
2024
Q2 | $266K | Buy |
1,703
+35
| +2% | +$5.47K | 0.07% | 133 |
|
|
2024
Q1 | $263K | Buy |
1,668
+106
| +7% | +$16.7K | 0.07% | 134 |
|
|
2023
Q4 | $233K | Buy |
1,562
+69
| +5% | +$10.3K | 0.07% | 136 |
|
|
2023
Q3 | $252K | Buy |
1,493
+7
| +0.5% | +$1.18K | 0.08% | 118 |
|
|
2023
Q2 | $234K | Buy |
1,486
+29
| +2% | +$4.56K | 0.07% | 129 |
|
|
2023
Q1 | $238K | Buy |
+1,457
| New | +$238K | 0.08% | 124 |
|
|
2019
Q2 | – | Sell |
-1,681
| Closed | -$207K | – | 85 |
|
|
2019
Q1 | $207K | Sell |
1,681
-999
| -37% | -$123K | 0.13% | 80 |
|
|
2018
Q4 | $292K | Buy |
2,680
+1
| +0% | +$109 | 0.2% | 52 |
|
|
2018
Q3 | $328K | Sell |
2,679
-14
| -0.5% | -$1.71K | 0.22% | 56 |
|
|
2018
Q2 | $341K | Buy |
2,693
+80
| +3% | +$10.1K | 0.24% | 49 |
|
|
2018
Q1 | $298K | Sell |
2,613
-517
| -17% | -$59K | 0.22% | 56 |
|
|
2017
Q4 | $392K | Sell |
3,130
-93
| -3% | -$11.6K | 0.3% | 42 |
|
|
2017
Q3 | $379K | Buy |
3,223
+132
| +4% | +$15.5K | 0.31% | 40 |
|
|
2017
Q2 | $323K | Sell |
3,091
-77
| -2% | -$8.05K | 0.32% | 43 |
|
|
2017
Q1 | $340K | Sell |
3,168
-517
| -14% | -$55.5K | 0.35% | 45 |
|
|
2016
Q4 | $434K | Buy |
+3,685
| New | +$434K | 0.49% | 31 |
|