Ridgecrest 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 | $4.2M | Sell |
29,361
-4,115
| -12% | -$589K | 2.22% | 11 |
|
|
2025
Q1 | $5.6M | Sell |
33,476
-636
| -2% | -$106K | 2.93% | 10 |
|
|
2024
Q4 | $4.94M | Sell |
34,112
-751
| -2% | -$109K | 2.68% | 11 |
|
|
2024
Q3 | $5.13M | Sell |
34,863
-52
| -0.1% | -$7.66K | 2.68% | 12 |
|
|
2024
Q2 | $5.46M | Buy |
34,915
+1,040
| +3% | +$163K | 3.29% | 8 |
|
|
2024
Q1 | $5.34M | Sell |
33,875
-950
| -3% | -$150K | 3.18% | 9 |
|
|
2023
Q4 | $5.19M | Buy |
34,825
+467
| +1% | +$69.7K | 3.43% | 8 |
|
|
2023
Q3 | $5.79M | Sell |
34,358
-3,000
| -8% | -$506K | 4.06% | 4 |
|
|
2023
Q2 | $5.88M | Sell |
37,358
-183
| -0.5% | -$28.8K | 3.89% | 4 |
|
|
2023
Q1 | $6.13M | Sell |
37,541
-15
| -0% | -$2.45K | 4.36% | 4 |
|
|
2022
Q4 | $6.74M | Sell |
37,556
-2,642
| -7% | -$474K | 5.12% | 3 |
|
|
2022
Q3 | $5.78M | Sell |
40,198
-917
| -2% | -$132K | 4.71% | 4 |
|
|
2022
Q2 | $5.95M | Sell |
41,115
-195
| -0.5% | -$28.2K | 4.33% | 4 |
|
|
2022
Q1 | $6.73M | Sell |
41,310
-272
| -0.7% | -$44.3K | 4.27% | 3 |
|
|
2021
Q4 | $4.88M | Sell |
41,582
-354
| -0.8% | -$41.5K | 2.38% | 12 |
|
|
2021
Q3 | $4.25M | Buy |
41,936
+1,416
| +3% | +$144K | 2.32% | 12 |
|
|
2021
Q2 | $4.24M | Buy |
40,520
+16,883
| +71% | +$1.77M | 2.65% | 11 |
|
|
2021
Q1 | $2.48M | Buy |
+23,637
| New | +$2.48M | 2.36% | 10 |
|