ShoreHaven Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
2,011
-5
| -0.2% | -$716 | 0.12% | 79 |
|
|
2025
Q1 | $337K | Sell |
2,016
-80
| -4% | -$13.4K | 0.16% | 71 |
|
|
2024
Q4 | $304K | Buy |
2,096
+17
| +0.8% | +$2.46K | 0.14% | 74 |
|
|
2024
Q3 | $306K | Sell |
2,079
-218
| -9% | -$32.1K | 0.15% | 71 |
|
|
2024
Q2 | $359K | Buy |
2,297
+20
| +0.9% | +$3.13K | 0.19% | 60 |
|
|
2024
Q1 | $359K | Buy |
2,277
+24
| +1% | +$3.79K | 0.2% | 58 |
|
|
2023
Q4 | $336K | Buy |
2,253
+65
| +3% | +$9.7K | 0.2% | 57 |
|
|
2023
Q3 | $369K | Buy |
2,188
+8
| +0.4% | +$1.35K | 0.25% | 53 |
|
|
2023
Q2 | $343K | Buy |
2,180
+9
| +0.4% | +$1.42K | 0.23% | 49 |
|
|
2023
Q1 | $354K | Buy |
2,171
+8
| +0.4% | +$1.31K | 0.25% | 53 |
|
|
2022
Q4 | $388K | Buy |
+2,163
| New | +$388K | 0.27% | 57 |
|
|
2021
Q2 | – | Sell |
-1,025
| Closed | -$107K | – | 110 |
|
|
2021
Q1 | $107K | Buy |
1,025
+12
| +1% | +$1.25K | 0.06% | 83 |
|
|
2020
Q4 | $86K | Buy |
+1,013
| New | +$86K | 0.05% | 87 |
|