Ruedi 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 | – | Sell |
-459
| Closed | -$76.8K | – | 117 |
|
|
2025
Q1 | $76.8K | Hold |
459
| – | – | 0.02% | 75 |
|
|
2024
Q4 | $66.5K | Hold |
459
| – | – | 0.02% | 77 |
|
|
2024
Q3 | $67.6K | Hold |
459
| – | – | 0.02% | 79 |
|
|
2024
Q2 | $71.8K | Hold |
459
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $72.4K | Hold |
459
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $68.5K | Buy |
459
+33
| +8% | +$4.92K | 0.03% | 68 |
|
|
2023
Q3 | $71.8K | Hold |
426
| – | – | 0.04% | 63 |
|
|
2023
Q2 | $67K | Hold |
426
| – | – | 0.04% | 60 |
|
|
2023
Q1 | $69.5K | Sell |
426
-121
| -22% | -$19.7K | 0.04% | 66 |
|
|
2022
Q4 | $98.2K | Buy |
+547
| New | +$98.2K | 0.07% | 50 |
|