Strategic Wealth Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,609
| Closed | -$233K | – | 64 |
|
|
2024
Q4 | $233K | Sell |
1,609
-15
| -0.9% | -$2.17K | 0.03% | 125 |
|
|
2024
Q3 | $243K | Sell |
1,624
-423
| -21% | -$63.3K | 0.03% | 121 |
|
|
2024
Q2 | $320K | Buy |
+2,047
| New | +$320K | 0.04% | 104 |
|
|
2023
Q4 | $371K | Buy |
2,490
+294
| +13% | +$43.9K | 0.06% | 93 |
|
|
2023
Q3 | $370K | Buy |
2,196
+162
| +8% | +$27.3K | 0.07% | 78 |
|
|
2023
Q2 | $320K | Buy |
2,034
+548
| +37% | +$86.2K | 0.05% | 99 |
|
|
2023
Q1 | $242K | Buy |
1,486
+261
| +21% | +$42.6K | 0.05% | 114 |
|
|
2022
Q4 | $217K | Buy |
+1,225
| New | +$217K | 0.05% | 111 |
|