Summit Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
1,849
-280
| -13% | -$40.1K | 0.05% | 190 |
|
|
2025
Q1 | $356K | Buy |
2,129
+50
| +2% | +$8.37K | 0.07% | 157 |
|
|
2024
Q4 | $301K | Sell |
2,079
-75
| -3% | -$10.9K | 0.06% | 165 |
|
|
2024
Q3 | $317K | Buy |
2,154
+280
| +15% | +$41.2K | 0.06% | 186 |
|
|
2024
Q2 | $293K | Hold |
1,874
| – | – | 0.06% | 185 |
|
|
2024
Q1 | $296K | Buy |
1,874
+1
| +0.1% | +$158 | 0.06% | 178 |
|
|
2023
Q4 | $279K | Hold |
1,873
| – | – | 0.06% | 172 |
|
|
2023
Q3 | $316K | Buy |
1,873
+350
| +23% | +$59K | 0.08% | 136 |
|
|
2023
Q2 | $240K | Sell |
1,523
-564
| -27% | -$88.8K | 0.06% | 164 |
|
|
2023
Q1 | $341K | Hold |
2,087
| – | – | 0.09% | 136 |
|
|
2022
Q4 | $375K | Buy |
2,087
+13
| +0.6% | +$2.33K | 0.1% | 128 |
|
|
2022
Q3 | $298K | Buy |
+2,074
| New | +$298K | 0.08% | 126 |
|
|
2022
Q2 | – | Sell |
-1,266
| Closed | -$206K | – | 165 |
|
|
2022
Q1 | $206K | Buy |
+1,266
| New | +$206K | 0.05% | 160 |
|
|
2020
Q3 | – | Sell |
-2,586
| Closed | -$231K | – | 149 |
|
|
2020
Q2 | $231K | Buy |
+2,586
| New | +$231K | 0.07% | 130 |
|
|
2020
Q1 | – | Sell |
-2,236
| Closed | -$269K | – | 112 |
|
|
2019
Q4 | $269K | Buy |
+2,236
| New | +$269K | 0.09% | 97 |
|