Sterling Group 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 | $213K | Sell |
1,486
-1,771
| -54% | -$254K | 0.12% | 51 |
|
|
2025
Q1 | $545K | Buy |
3,257
+5
| +0.2% | +$836 | 0.29% | 26 |
|
|
2024
Q4 | $471K | Sell |
3,252
-407
| -11% | -$59K | 0.24% | 31 |
|
|
2024
Q3 | $539K | Buy |
3,659
+6
| +0.2% | +$884 | 0.29% | 28 |
|
|
2024
Q2 | $571K | Buy |
+3,653
| New | +$571K | 0.33% | 28 |
|
|
2024
Q1 | – | Sell |
-3,967
| Closed | -$592K | – | 14 |
|
|
2023
Q4 | $592K | Sell |
3,967
-557
| -12% | -$83.1K | 0.46% | 23 |
|
|
2023
Q3 | $763K | Buy |
4,524
+529
| +13% | +$89.2K | 0.72% | 16 |
|
|
2023
Q2 | $629K | Buy |
3,995
+16
| +0.4% | +$2.52K | 0.54% | 20 |
|
|
2023
Q1 | $649K | Buy |
3,979
+184
| +5% | +$30K | 0.61% | 21 |
|
|
2022
Q4 | $681K | Buy |
+3,795
| New | +$681K | 0.67% | 17 |
|