Sequent Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
2,373
+238
| +11% | +$34.1K | 0.11% | 116 |
|
|
2025
Q1 | $357K | Buy |
2,135
+14
| +0.7% | +$2.34K | 0.13% | 101 |
|
|
2024
Q4 | $307K | Sell |
2,121
-119
| -5% | -$17.2K | 0.11% | 113 |
|
|
2024
Q3 | $330K | Buy |
2,240
+112
| +5% | +$16.5K | 0.11% | 114 |
|
|
2024
Q2 | $333K | Sell |
2,128
-155
| -7% | -$24.3K | 0.11% | 106 |
|
|
2024
Q1 | $360K | Buy |
+2,283
| New | +$360K | 0.13% | 102 |
|