Seven Springs Wealth Group’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 |
-1,196
| Closed | -$200K | – | 85 |
|
|
2025
Q1 | $200K | Buy |
+1,196
| New | +$200K | 0.07% | 81 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$10K | – | 93 |
|
|
2021
Q1 | $10K | Sell |
100
-8
| -7% | -$800 | ﹤0.01% | 124 |
|
|
2020
Q4 | $9K | Buy |
108
+8
| +8% | +$667 | ﹤0.01% | 119 |
|
|
2020
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 119 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2020
Q1 | $7K | Sell |
100
-107
| -52% | -$7.49K | ﹤0.01% | 123 |
|
|
2019
Q4 | $25K | Buy |
+207
| New | +$25K | 0.02% | 121 |
|