Talisman Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
3,480
-792
| -19% | -$113K | 0.46% | 52 |
|
|
2025
Q1 | $715K | Sell |
4,272
-93
| -2% | -$15.6K | 0.73% | 37 |
|
|
2024
Q4 | $632K | Sell |
4,365
-76
| -2% | -$11K | 0.67% | 42 |
|
|
2024
Q3 | $650K | Sell |
4,441
-86
| -2% | -$12.6K | 0.68% | 40 |
|
|
2024
Q2 | $708K | Buy |
4,527
+110
| +2% | +$17.2K | 0.82% | 37 |
|
|
2024
Q1 | $697K | Sell |
4,417
-256
| -5% | -$40.4K | 0.88% | 35 |
|
|
2023
Q4 | $697K | Sell |
4,673
-185
| -4% | -$27.6K | 1.03% | 32 |
|
|
2023
Q3 | $819K | Sell |
4,858
-320
| -6% | -$54K | 1.42% | 20 |
|
|
2023
Q2 | $815K | Buy |
5,178
+21
| +0.4% | +$3.3K | 1.39% | 22 |
|
|
2023
Q1 | $841K | Buy |
5,157
+485
| +10% | +$79.1K | 1.52% | 19 |
|
|
2022
Q4 | $839K | Buy |
+4,672
| New | +$839K | 1.78% | 16 |
|