Scissortail 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 | $732K | Buy |
5,110
+57
| +1% | +$8.16K | 0.18% | 73 |
|
|
2025
Q1 | $845K | Buy |
5,053
+8
| +0.2% | +$1.34K | 0.22% | 69 |
|
|
2024
Q4 | $731K | Buy |
5,045
+5,024
| +23,924% | +$728K | 0.19% | 78 |
|
|
2024
Q3 | $748K | Sell |
21
-6,024
| -100% | -$215M | 0.18% | 74 |
|
|
2024
Q2 | $946K | Sell |
6,045
-4
| -0.1% | -$626 | 0.24% | 69 |
|
|
2024
Q1 | $954K | Buy |
+6,049
| New | +$954K | 0.25% | 68 |
|
|
2022
Q4 | – | Sell |
-4,464
| Closed | -$797K | – | 129 |
|
|
2022
Q3 | $797K | Buy |
4,464
+422
| +10% | +$75.3K | 0.41% | 47 |
|
|
2022
Q2 | $474K | Sell |
4,042
-222
| -5% | -$26K | 0.18% | 61 |
|
|
2022
Q1 | $678K | Buy |
4,264
+222
| +5% | +$35.3K | 0.33% | 55 |
|
|
2021
Q4 | $474K | Buy |
+4,042
| New | +$474K | 0.18% | 61 |
|