Sendero 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 | $876K | Sell |
6,120
-130
| -2% | -$18.6K | 0.11% | 107 |
|
|
2025
Q1 | $1.05M | Buy |
6,250
+34
| +0.5% | +$5.69K | 0.15% | 87 |
|
|
2024
Q4 | $900K | Buy |
6,216
+7
| +0.1% | +$1.01K | 0.13% | 87 |
|
|
2024
Q3 | $914K | Buy |
6,209
+9
| +0.1% | +$1.33K | 0.14% | 87 |
|
|
2024
Q2 | $970K | Sell |
6,200
-349
| -5% | -$54.6K | 0.16% | 78 |
|
|
2024
Q1 | $1.03M | Buy |
6,549
+293
| +5% | +$46.2K | 0.18% | 75 |
|
|
2023
Q4 | $933K | Buy |
6,256
+8
| +0.1% | +$1.19K | 0.18% | 85 |
|
|
2023
Q3 | $1.05M | Buy |
6,248
+6
| +0.1% | +$1.01K | 0.23% | 73 |
|
|
2023
Q2 | $982K | Buy |
+6,242
| New | +$982K | 0.21% | 78 |
|