Simplicity Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
35,947
+18,785
| +109% | +$2.69M | 0.21% | 110 |
|
|
2025
Q1 | $2.87M | Buy |
17,162
+11,032
| +180% | +$1.85M | 0.22% | 111 |
|
|
2024
Q4 | $888K | Sell |
6,130
-6,084
| -50% | -$881K | 0.19% | 102 |
|
|
2024
Q3 | $1.8M | Sell |
12,214
-63,979
| -84% | -$9.42M | 0.17% | 121 |
|
|
2024
Q2 | $11.9M | Buy |
76,193
+6,019
| +9% | +$941K | 0.27% | 78 |
|
|
2024
Q1 | $11.1M | Buy |
70,174
+68,534
| +4,179% | +$10.8M | 0.26% | 78 |
|
|
2023
Q4 | $245K | Buy |
+1,640
| New | +$245K | 0.09% | 155 |
|