Revolve Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $402K | Sell |
2,811
-421
| -13% | -$60.3K | 0.05% | 138 |
|
2025
Q1 | $541K | Buy |
3,232
+248
| +8% | +$41.5K | 0.08% | 112 |
|
2024
Q4 | $432K | Sell |
2,984
-1,255
| -30% | -$182K | 0.06% | 134 |
|
2024
Q3 | $624K | Buy |
4,239
+976
| +30% | +$144K | 0.1% | 95 |
|
2024
Q2 | $510K | Buy |
3,263
+59
| +2% | +$9.23K | 0.08% | 104 |
|
2024
Q1 | $505K | Buy |
3,204
+168
| +6% | +$26.5K | 0.09% | 101 |
|
2023
Q4 | $453K | Sell |
3,036
-694
| -19% | -$104K | 0.09% | 96 |
|
2023
Q3 | $629K | Buy |
3,730
+299
| +9% | +$50.4K | 0.14% | 76 |
|
2023
Q2 | $540K | Buy |
3,431
+251
| +8% | +$39.5K | 0.13% | 79 |
|
2023
Q1 | $519K | Sell |
3,180
-81
| -2% | -$13.2K | 0.13% | 79 |
|
2022
Q4 | $585K | Sell |
3,261
-1,049
| -24% | -$188K | 0.17% | 70 |
|
2022
Q3 | $619K | Buy |
4,310
+889
| +26% | +$128K | 0.21% | 62 |
|
2022
Q2 | $495K | Sell |
3,421
-479
| -12% | -$69.3K | 0.16% | 71 |
|
2022
Q1 | $635K | Buy |
3,900
+42
| +1% | +$6.84K | 0.18% | 65 |
|
2021
Q4 | $453K | Buy |
+3,858
| New | +$453K | 0.13% | 82 |
|