Retirement Guys Formula’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17M | Buy |
8,155
+970
| +14% | +$139K | 0.44% | 77 |
|
2025
Q1 | $1.2M | Buy |
7,185
+1,456
| +25% | +$244K | 0.6% | 68 |
|
2024
Q4 | $830K | Buy |
5,729
+116
| +2% | +$16.8K | 0.42% | 71 |
|
2024
Q3 | $827K | Buy |
5,613
+590
| +12% | +$86.9K | 0.38% | 69 |
|
2024
Q2 | $786K | Buy |
5,023
+378
| +8% | +$59.1K | 0.38% | 70 |
|
2024
Q1 | $733K | Buy |
+4,645
| New | +$733K | 0.36% | 74 |
|