Tanager Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
6,263
+220
| +4% | +$31.5K | 0.11% | 56 |
|
|
2025
Q1 | $1.01M | Buy |
6,043
+371
| +7% | +$62.1K | 0.13% | 44 |
|
|
2024
Q4 | $822K | Buy |
5,672
+201
| +4% | +$29.1K | 0.11% | 49 |
|
|
2024
Q3 | $806K | Buy |
5,471
+262
| +5% | +$38.6K | 0.11% | 46 |
|
|
2024
Q2 | $815K | Hold |
5,209
| – | – | 0.12% | 43 |
|
|
2024
Q1 | $822K | Sell |
5,209
-86
| -2% | -$13.6K | 0.13% | 42 |
|
|
2023
Q4 | $790K | Buy |
5,295
+86
| +2% | +$12.8K | 0.14% | 40 |
|
|
2023
Q3 | $878K | Sell |
5,209
-1,397
| -21% | -$236K | 0.18% | 38 |
|
|
2023
Q2 | $1.04M | Buy |
6,606
+51
| +0.8% | +$8.03K | 0.22% | 39 |
|
|
2023
Q1 | $1.07M | Sell |
6,555
-226
| -3% | -$36.9K | 0.25% | 38 |
|
|
2022
Q4 | $1.22M | Buy |
6,781
+2,705
| +66% | +$486K | 0.33% | 34 |
|
|
2022
Q3 | $586K | Hold |
4,076
| – | – | 0.46% | 26 |
|
|
2022
Q2 | $590K | Hold |
4,076
| – | – | 0.49% | 25 |
|
|
2022
Q1 | $664K | Hold |
4,076
| – | – | 0.5% | 22 |
|
|
2021
Q4 | $478K | Buy |
+4,076
| New | +$478K | 0.36% | 27 |
|