Summit Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,196
-70
| -3% | -$10K | 0.08% | 85 |
|
|
2025
Q1 | $379K | Buy |
2,266
+3
| +0.1% | +$502 | 0.11% | 66 |
|
|
2024
Q4 | $328K | Sell |
2,263
-30
| -1% | -$4.35K | 0.1% | 72 |
|
|
2024
Q3 | $338K | Buy |
2,293
+16
| +0.7% | +$2.36K | 0.1% | 67 |
|
|
2024
Q2 | $356K | Buy |
+2,277
| New | +$356K | 0.11% | 63 |
|
|
2023
Q3 | – | Sell |
-2,238
| Closed | -$352K | – | 45 |
|
|
2023
Q2 | $352K | Sell |
2,238
-369,114
| -99% | -$58.1M | 0.14% | 53 |
|
|
2023
Q1 | $2K | Buy |
+371,352
| New | +$2K | 0.05% | 83 |
|
|
2021
Q4 | – | Sell |
-2,752
| Closed | -$279K | – | 33 |
|
|
2021
Q3 | $279K | Buy |
+2,752
| New | +$279K | 0.44% | 35 |
|
|
2021
Q1 | – | Sell |
-2,678
| Closed | -$226K | – | 188 |
|
|
2020
Q4 | $226K | Buy |
+2,678
| New | +$226K | 0.14% | 39 |
|