Three Seasons Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
4,845
+221
| +5% | +$31.6K | 0.08% | 44 |
|
|
2025
Q1 | $774K | Buy |
4,624
+89
| +2% | +$14.9K | 0.38% | 42 |
|
|
2024
Q4 | $657K | Hold |
4,535
| – | – | 0.32% | 60 |
|
|
2024
Q3 | $668K | Buy |
4,535
+2,700
| +147% | +$398K | 0.35% | 56 |
|
|
2024
Q2 | $287K | Sell |
1,835
-25
| -1% | -$3.91K | 0.16% | 74 |
|
|
2024
Q1 | $297K | Hold |
1,860
| – | – | 0.21% | 66 |
|
|
2023
Q4 | $277K | Buy |
1,860
+84
| +5% | +$12.5K | 0.24% | 69 |
|
|
2023
Q3 | $299K | Buy |
+1,776
| New | +$299K | 0.3% | 45 |
|