Summit Wealth & Retirement Planning’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 |
-1,280
| Closed | -$214K | – | 102 |
|
|
2025
Q1 | $214K | Buy |
+1,280
| New | +$214K | 0.07% | 73 |
|
|
2024
Q1 | – | Sell |
-2,425
| Closed | -$362K | – | 67 |
|
|
2023
Q4 | $362K | Buy |
2,425
+716
| +42% | +$107K | 0.15% | 43 |
|
|
2023
Q3 | $288K | Buy |
1,709
+1
| +0.1% | +$169 | 0.12% | 51 |
|
|
2023
Q2 | $269K | Sell |
1,708
-224
| -12% | -$35.2K | 0.11% | 53 |
|
|
2023
Q1 | $315K | Sell |
1,932
-544
| -22% | -$88.8K | 0.12% | 79 |
|
|
2022
Q4 | $444K | Buy |
2,476
+901
| +57% | +$162K | 0.18% | 67 |
|
|
2022
Q3 | $226K | Buy |
1,575
+1
| +0.1% | +$143 | 0.09% | 100 |
|
|
2022
Q2 | $228K | Buy |
1,574
+1
| +0.1% | +$145 | 0.09% | 106 |
|
|
2022
Q1 | $256K | Buy |
+1,573
| New | +$256K | 0.09% | 93 |
|
|
2021
Q1 | – | Sell |
-13,735
| Closed | -$1.16M | – | 107 |
|
|
2020
Q4 | $1.16M | Sell |
13,735
-723
| -5% | -$61.1K | 0.44% | 41 |
|
|
2020
Q3 | $1.04M | Sell |
14,458
-246
| -2% | -$17.7K | 0.45% | 40 |
|
|
2020
Q2 | $1.31M | Sell |
14,704
-170
| -1% | -$15.2K | 0.62% | 38 |
|
|
2020
Q1 | $1.08M | Buy |
14,874
+81
| +0.5% | +$5.87K | 0.58% | 43 |
|
|
2019
Q4 | $1.78M | Sell |
14,793
-99
| -0.7% | -$11.9K | 0.79% | 29 |
|
|
2019
Q3 | $1.77M | Sell |
14,892
-694
| -4% | -$82.3K | 1.07% | 20 |
|
|
2019
Q2 | $1.94M | Buy |
15,586
+2
| +0% | +$249 | 1.13% | 19 |
|
|
2019
Q1 | $1.92M | Sell |
15,584
-121
| -0.8% | -$14.9K | 1.14% | 18 |
|
|
2018
Q4 | $1.71M | Buy |
+15,705
| New | +$1.71M | 1.3% | 19 |
|