Total Clarity 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 | $388K | Buy |
2,708
+191
| +8% | +$27.3K | 0.11% | 188 |
|
|
2025
Q1 | $365K | Hold |
2,517
| – | – | 0.12% | 176 |
|
|
2024
Q4 | $365K | Sell |
2,517
-354
| -12% | -$51.3K | 0.12% | 176 |
|
|
2024
Q3 | $423K | Sell |
2,871
-273
| -9% | -$40.2K | 0.14% | 155 |
|
|
2024
Q2 | $492K | Sell |
3,144
-124
| -4% | -$19.4K | 0.17% | 139 |
|
|
2024
Q1 | $516K | Buy |
3,268
+275
| +9% | +$43.4K | 0.18% | 142 |
|
|
2023
Q4 | $446K | Buy |
2,993
+193
| +7% | +$28.8K | 0.18% | 140 |
|
|
2023
Q3 | $472K | Sell |
2,800
-134
| -5% | -$22.6K | 0.23% | 116 |
|
|
2023
Q2 | $462K | Sell |
2,934
-67
| -2% | -$10.5K | 0.23% | 108 |
|
|
2023
Q1 | $490K | Sell |
3,001
-509
| -15% | -$83K | 0.27% | 90 |
|
|
2022
Q4 | $630K | Buy |
3,510
+498
| +17% | +$89.4K | 0.32% | 82 |
|
|
2022
Q3 | $433K | Buy |
3,012
+160
| +6% | +$23K | 0.27% | 105 |
|
|
2022
Q2 | $413K | Sell |
2,852
-606
| -18% | -$87.8K | 0.21% | 115 |
|
|
2022
Q1 | $563K | Buy |
3,458
+2,057
| +147% | +$335K | 0.31% | 88 |
|
|
2021
Q4 | $164K | Buy |
1,401
+1,072
| +326% | +$125K | 0.07% | 241 |
|
|
2021
Q3 | $33K | Buy |
+329
| New | +$33K | 0.02% | 461 |
|
|
2021
Q2 | – | Sell |
-328
| Closed | -$34K | – | 304 |
|
|
2021
Q1 | $34K | Buy |
+328
| New | +$34K | 0.02% | 381 |
|
|
2020
Q1 | – | Sell |
-878
| Closed | -$106K | – | 197 |
|
|
2019
Q4 | $106K | Buy |
+878
| New | +$106K | 0.08% | 179 |
|