StrongBox 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 | $4.77M | Buy |
33,302
+1,740
| +6% | +$249K | 1.81% | 20 |
|
|
2025
Q1 | $5.28M | Sell |
31,562
-810
| -3% | -$136K | 2.2% | 15 |
|
|
2024
Q4 | $4.69M | Buy |
32,372
+930
| +3% | +$135K | 1.99% | 18 |
|
|
2024
Q3 | $4.63M | Buy |
31,442
+2,962
| +10% | +$436K | 1.98% | 18 |
|
|
2024
Q2 | $4.45M | Buy |
28,480
+1,470
| +5% | +$230K | 2.1% | 17 |
|
|
2024
Q1 | $4.26M | Buy |
27,010
+644
| +2% | +$102K | 2.25% | 17 |
|
|
2023
Q4 | $3.93M | Buy |
26,366
+2,550
| +11% | +$380K | 2.29% | 15 |
|
|
2023
Q3 | $4.02M | Buy |
23,816
+1,261
| +6% | +$213K | 2.56% | 12 |
|
|
2023
Q2 | $3.55M | Buy |
22,555
+1,431
| +7% | +$225K | 2.24% | 14 |
|
|
2023
Q1 | $3.45M | Buy |
21,124
+4,970
| +31% | +$811K | 2.31% | 10 |
|
|
2022
Q4 | $2.9M | Sell |
16,154
-1,789
| -10% | -$321K | 2.05% | 15 |
|
|
2022
Q3 | $2.58M | Buy |
17,943
+2,141
| +14% | +$308K | 1.87% | 19 |
|
|
2022
Q2 | $2.29M | Buy |
15,802
+2,949
| +23% | +$427K | 1.48% | 27 |
|
|
2022
Q1 | $2.09M | Buy |
12,853
+3,659
| +40% | +$596K | 1.19% | 31 |
|
|
2021
Q4 | $1.08M | Buy |
9,194
+4,612
| +101% | +$541K | 0.54% | 51 |
|
|
2021
Q3 | $465K | Buy |
4,582
+740
| +19% | +$75.1K | 0.26% | 67 |
|
|
2021
Q2 | $402K | Buy |
+3,842
| New | +$402K | 0.23% | 74 |
|