Redwood Financial Network’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
2,969
+3
| +0.1% | +$429 | 0.29% | 106 |
|
|
2025
Q1 | $496K | Sell |
2,966
-644
| -18% | -$108K | 0.38% | 80 |
|
|
2024
Q4 | $523K | Sell |
3,610
-529
| -13% | -$76.6K | 0.39% | 81 |
|
|
2024
Q3 | $610K | Buy |
4,139
+44
| +1% | +$6.48K | 0.48% | 62 |
|
|
2024
Q2 | $641K | Buy |
4,095
+503
| +14% | +$78.7K | 0.54% | 55 |
|
|
2024
Q1 | $567K | Sell |
3,592
-66
| -2% | -$10.4K | 0.49% | 63 |
|
|
2023
Q4 | $546K | Buy |
3,658
+34
| +0.9% | +$5.07K | 0.53% | 62 |
|
|
2023
Q3 | $611K | Buy |
3,624
+473
| +15% | +$79.8K | 0.65% | 49 |
|
|
2023
Q2 | $496K | Buy |
3,151
+41
| +1% | +$6.45K | 0.47% | 68 |
|
|
2023
Q1 | $507K | Buy |
3,110
+17
| +0.5% | +$2.77K | 0.52% | 68 |
|
|
2022
Q4 | $555K | Buy |
3,093
+201
| +7% | +$36.1K | 0.63% | 53 |
|
|
2022
Q3 | $415K | Buy |
2,892
+250
| +9% | +$35.9K | 0.47% | 71 |
|
|
2022
Q2 | $382K | Buy |
2,642
+152
| +6% | +$22K | 0.42% | 77 |
|
|
2022
Q1 | $406K | Buy |
+2,490
| New | +$406K | 0.38% | 85 |
|