Sterling 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 | $319K | Buy |
+2,226
| New | +$319K | 0.11% | 80 |
|
|
2024
Q4 | $749K | Hold |
5,172
| – | – | 0.28% | 48 |
|
|
2024
Q3 | $762K | Buy |
5,172
+265
| +5% | +$39K | 0.28% | 46 |
|
|
2024
Q2 | $768K | Sell |
4,907
-75
| -2% | -$11.7K | 0.36% | 41 |
|
|
2024
Q1 | $786K | Buy |
4,982
+31
| +0.6% | +$4.89K | 0.39% | 36 |
|
|
2023
Q4 | $738K | Buy |
+4,951
| New | +$738K | 0.42% | 35 |
|