Tower Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
2,952
-212
| -7% | -$30.4K | 0.25% | 46 |
|
|
2025
Q1 | $529K | Buy |
3,164
+94
| +3% | +$15.7K | 0.28% | 35 |
|
|
2024
Q4 | $445K | Buy |
3,070
+18
| +0.6% | +$2.61K | 0.23% | 39 |
|
|
2024
Q3 | $449K | Buy |
3,052
+109
| +4% | +$16.1K | 0.26% | 36 |
|
|
2024
Q2 | $460K | Sell |
2,943
-784
| -21% | -$123K | 0.28% | 33 |
|
|
2024
Q1 | $588K | Buy |
3,727
+126
| +3% | +$19.9K | 0.38% | 29 |
|
|
2023
Q4 | $537K | Buy |
3,601
+12
| +0.3% | +$1.79K | 0.38% | 30 |
|
|
2023
Q3 | $605K | Buy |
3,589
+26
| +0.7% | +$4.38K | 0.5% | 25 |
|
|
2023
Q2 | $561K | Buy |
3,563
+14
| +0.4% | +$2.2K | 0.45% | 29 |
|
|
2023
Q1 | $579K | Buy |
3,549
+25
| +0.7% | +$4.08K | 0.48% | 24 |
|
|
2022
Q4 | $633K | Sell |
3,524
-48
| -1% | -$8.62K | 0.55% | 24 |
|
|
2022
Q3 | $646K | Buy |
3,572
+17
| +0.5% | +$3.07K | 0.61% | 22 |
|
|
2022
Q2 | $515K | Buy |
3,555
+276
| +8% | +$40K | 0.68% | 24 |
|
|
2022
Q1 | $534K | Sell |
3,279
-961
| -23% | -$157K | 0.58% | 24 |
|
|
2021
Q4 | $498K | Sell |
4,240
-15
| -0.4% | -$1.76K | 0.5% | 25 |
|
|
2021
Q3 | $432K | Buy |
4,255
+150
| +4% | +$15.2K | 0.46% | 29 |
|
|
2021
Q2 | $430K | Sell |
4,105
-10
| -0.2% | -$1.05K | 0.47% | 30 |
|
|
2021
Q1 | $431K | Buy |
4,115
+320
| +8% | +$33.5K | 0.56% | 31 |
|
|
2020
Q4 | $320K | Buy |
+3,795
| New | +$320K | 0.37% | 30 |
|