Spire 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 | $2.64M | Sell |
18,430
-12,673
| -41% | -$1.81M | 0.09% | 182 |
|
|
2025
Q1 | $5.2M | Sell |
31,103
-10,589
| -25% | -$1.77M | 0.17% | 118 |
|
|
2024
Q4 | $6.04M | Buy |
41,692
+11,448
| +38% | +$1.66M | 0.19% | 111 |
|
|
2024
Q3 | $4.45M | Sell |
30,244
-1,083
| -3% | -$159K | 0.15% | 126 |
|
|
2024
Q2 | $4.9M | Sell |
31,327
-1,651
| -5% | -$258K | 0.17% | 122 |
|
|
2024
Q1 | $5.2M | Buy |
32,978
+858
| +3% | +$135K | 0.09% | 159 |
|
|
2023
Q4 | $4.57M | Buy |
32,120
+2,631
| +9% | +$374K | 0.15% | 152 |
|
|
2023
Q3 | $4.97M | Sell |
29,489
-278
| -0.9% | -$46.9K | 0.19% | 107 |
|
|
2023
Q2 | $4.68M | Sell |
29,767
-1,262
| -4% | -$199K | 0.17% | 111 |
|
|
2023
Q1 | $5.06M | Buy |
31,029
+4,784
| +18% | +$781K | 0.2% | 110 |
|
|
2022
Q4 | $4.71M | Buy |
26,245
+8,290
| +46% | +$1.49M | 0.27% | 89 |
|
|
2022
Q3 | $2.58M | Sell |
17,955
-24,589
| -58% | -$3.53M | 0.16% | 123 |
|
|
2022
Q2 | $6.16M | Sell |
42,544
-10,176
| -19% | -$1.47M | 0.25% | 101 |
|
|
2022
Q1 | $8.58M | Sell |
52,720
-14,388
| -21% | -$2.34M | 0.23% | 119 |
|
|
2021
Q4 | $7.88M | Buy |
67,108
+16,620
| +33% | +$1.95M | 0.17% | 137 |
|
|
2021
Q3 | $5.12M | Buy |
50,488
+703
| +1% | +$71.3K | 0.14% | 161 |
|
|
2021
Q2 | $5.22M | Sell |
49,785
-15,472
| -24% | -$1.62M | 0.14% | 160 |
|
|
2021
Q1 | $6.69M | Buy |
+65,257
| New | +$6.69M | 0.18% | 132 |
|