SteelPeak 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 | $20.6M | Buy |
143,748
+5,277
| +4% | +$756K | 0.8% | 30 |
|
|
2025
Q1 | $23.2M | Buy |
138,471
+93,674
| +209% | +$15.7M | 0.96% | 24 |
|
|
2024
Q4 | $6.49M | Sell |
44,797
-34,836
| -44% | -$5.05M | 0.26% | 76 |
|
|
2024
Q3 | $11.7M | Sell |
79,633
-23,406
| -23% | -$3.45M | 0.51% | 47 |
|
|
2024
Q2 | $16.1M | Buy |
103,039
+36,653
| +55% | +$5.73M | 0.75% | 31 |
|
|
2024
Q1 | $10.5M | Sell |
66,386
-1,631
| -2% | -$257K | 0.53% | 46 |
|
|
2023
Q4 | $10.1M | Buy |
68,017
+32,948
| +94% | +$4.91M | 0.59% | 44 |
|
|
2023
Q3 | $5.91M | Sell |
35,069
-46,152
| -57% | -$7.78M | 0.37% | 64 |
|
|
2023
Q2 | $12.8M | Sell |
81,221
-12,495
| -13% | -$1.97M | 0.76% | 35 |
|
|
2023
Q1 | $15.3M | Buy |
93,716
+16,965
| +22% | +$2.77M | 1.04% | 23 |
|
|
2022
Q4 | $13.8M | Sell |
76,751
-3,255
| -4% | -$584K | 1.01% | 23 |
|
|
2022
Q3 | $11.5M | Sell |
80,006
-3,894
| -5% | -$559K | 0.86% | 29 |
|
|
2022
Q2 | $12.1M | Buy |
83,900
+1,377
| +2% | +$199K | 0.87% | 27 |
|
|
2022
Q1 | $13.4M | Sell |
82,523
-24,993
| -23% | -$4.07M | 0.76% | 25 |
|
|
2021
Q4 | $12.6M | Sell |
107,516
-5,180
| -5% | -$608K | 0.71% | 28 |
|
|
2021
Q3 | $11.4M | Buy |
112,696
+10,144
| +10% | +$1.03M | 0.76% | 31 |
|
|
2021
Q2 | $10.7M | Buy |
102,552
+1,000
| +1% | +$105K | 0.75% | 35 |
|
|
2021
Q1 | $10.6M | Buy |
101,552
+36,906
| +57% | +$3.87M | 0.84% | 32 |
|
|
2020
Q4 | $5.46M | Sell |
64,646
-32,505
| -33% | -$2.74M | 0.5% | 48 |
|
|
2020
Q3 | $7M | Buy |
97,151
+35,723
| +58% | +$2.57M | 0.75% | 33 |
|
|
2020
Q2 | $5.48M | Sell |
61,428
-27,551
| -31% | -$2.46M | 0.69% | 38 |
|
|
2020
Q1 | $6.45M | Buy |
88,979
+27,952
| +46% | +$2.03M | 1.02% | 23 |
|
|
2019
Q4 | $7.35M | Buy |
+61,027
| New | +$7.35M | 1.01% | 24 |
|