Strait & Sound 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 | – | Sell |
-1,259
| Closed | -$211K | – | 147 |
|
|
2025
Q1 | $211K | Sell |
1,259
-174
| -12% | -$29.1K | 0.1% | 140 |
|
|
2024
Q4 | $208K | Sell |
1,433
-330
| -19% | -$47.8K | 0.1% | 142 |
|
|
2024
Q3 | $260K | Sell |
1,763
-1,938
| -52% | -$285K | 0.13% | 121 |
|
|
2024
Q2 | $579K | Sell |
3,701
-193
| -5% | -$30.2K | 0.3% | 57 |
|
|
2024
Q1 | $630K | Buy |
3,894
+99
| +3% | +$16K | 0.35% | 47 |
|
|
2023
Q4 | $543K | Sell |
3,795
-160
| -4% | -$22.9K | 0.34% | 50 |
|
|
2023
Q3 | $667K | Buy |
+3,955
| New | +$667K | 0.57% | 38 |
|
|
2023
Q2 | – | Sell |
-1,339
| Closed | -$218K | – | 109 |
|
|
2023
Q1 | $218K | Sell |
1,339
-63
| -4% | -$10.3K | 0.22% | 106 |
|
|
2022
Q4 | $253K | Buy |
+1,402
| New | +$253K | 0.28% | 89 |
|