Stone Summit 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 | $241K | Buy |
1,686
+100
| +6% | +$14.3K | 0.07% | 133 |
|
|
2025
Q1 | $265K | Sell |
1,586
-19
| -1% | -$3.18K | 0.09% | 129 |
|
|
2024
Q4 | $232K | Sell |
1,605
-83
| -5% | -$12K | 0.08% | 135 |
|
|
2024
Q3 | $249K | Hold |
1,688
| – | – | 0.08% | 133 |
|
|
2024
Q2 | $264K | Sell |
1,688
-7
| -0.4% | -$1.1K | 0.09% | 127 |
|
|
2024
Q1 | $267K | Buy |
1,695
+146
| +9% | +$23K | 0.09% | 131 |
|
|
2023
Q4 | $231K | Sell |
1,549
-47
| -3% | -$7.01K | 0.09% | 133 |
|
|
2023
Q3 | $269K | Hold |
1,596
| – | – | 0.12% | 126 |
|
|
2023
Q2 | $251K | Hold |
1,596
| – | – | 0.1% | 130 |
|
|
2023
Q1 | $260K | Sell |
1,596
-225
| -12% | -$36.7K | 0.12% | 120 |
|
|
2022
Q4 | $327K | Sell |
1,821
-80
| -4% | -$14.4K | 0.16% | 109 |
|
|
2022
Q3 | $273K | Hold |
1,901
| – | – | 0.17% | 111 |
|
|
2022
Q2 | $275K | Sell |
1,901
-50
| -3% | -$7.23K | 0.16% | 115 |
|
|
2022
Q1 | $318K | Buy |
+1,951
| New | +$318K | 0.18% | 113 |
|