Spectrum Wealth Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $114K | Sell |
680
-4
| -0.6% | -$669 | 0.01% | 147 |
|
|
2024
Q4 | $99.1K | Buy |
684
+20
| +3% | +$2.9K | 0.01% | 152 |
|
|
2024
Q3 | $97.8K | Sell |
664
-1,224
| -65% | -$180K | 0.01% | 148 |
|
|
2024
Q2 | $295K | Sell |
1,888
-64
| -3% | -$10K | 0.04% | 109 |
|
|
2024
Q1 | $308K | Buy |
1,952
+286
| +17% | +$45.1K | 0.04% | 123 |
|
|
2023
Q4 | $249K | Buy |
+1,666
| New | +$249K | 0.03% | 124 |
|