Royal Capital Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $336K | Buy |
2,347
+14
| +0.6% | +$2K | 0.22% | 61 |
|
2025
Q1 | $390K | Buy |
2,333
+13
| +0.6% | +$2.18K | 0.27% | 54 |
|
2024
Q4 | $336K | Sell |
2,320
-17
| -0.7% | -$2.46K | 0.24% | 58 |
|
2024
Q3 | $344K | Buy |
2,337
+14
| +0.6% | +$2.06K | 0.24% | 61 |
|
2024
Q2 | $363K | Buy |
2,323
+12
| +0.5% | +$1.88K | 0.27% | 60 |
|
2024
Q1 | $365K | Sell |
2,311
-182
| -7% | -$28.7K | 0.29% | 61 |
|
2023
Q4 | $372K | Buy |
2,493
+12
| +0.5% | +$1.79K | 0.32% | 59 |
|
2023
Q3 | $418K | Sell |
2,481
-30
| -1% | -$5.06K | 0.4% | 47 |
|
2023
Q2 | $395K | Sell |
2,511
-185
| -7% | -$29.1K | 0.37% | 51 |
|
2023
Q1 | $440K | Buy |
2,696
+229
| +9% | +$37.4K | 0.44% | 46 |
|
2022
Q4 | $443K | Buy |
2,467
+7
| +0.3% | +$1.26K | 0.47% | 42 |
|
2022
Q3 | $353K | Buy |
2,460
+8
| +0.3% | +$1.15K | 0.41% | 56 |
|
2022
Q2 | $355K | Buy |
2,452
+8
| +0.3% | +$1.16K | 0.39% | 61 |
|
2022
Q1 | $398K | Buy |
2,444
+7
| +0.3% | +$1.14K | 0.39% | 62 |
|
2021
Q4 | $286K | Buy |
+2,437
| New | +$286K | 0.28% | 82 |
|