Spartan Planning & 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 | – | Sell |
-2,891
| Closed | -$484K | – | 81 |
|
|
2025
Q1 | $484K | Buy |
+2,891
| New | +$484K | 0.47% | 37 |
|
|
2023
Q4 | – | Sell |
-491
| Closed | -$82.8K | – | 196 |
|
|
2023
Q3 | $82.8K | Buy |
+491
| New | +$82.8K | 0.1% | 77 |
|
|
2022
Q4 | $217K | Buy |
1,207
+389
| +48% | +$69.8K | 0.27% | 60 |
|
|
2022
Q3 | $118K | Sell |
818
-184
| -18% | -$26.5K | 0.15% | 34 |
|
|
2022
Q2 | $145K | Buy |
1,002
+345
| +53% | +$49.9K | 0.19% | 40 |
|
|
2022
Q1 | $107K | Buy |
+657
| New | +$107K | 0.13% | 66 |
|