Towerpoint 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 | $261K | Buy |
+1,825
| New | +$261K | 0.12% | 79 |
|
|
2022
Q3 | – | Sell |
-1,417
| Closed | -$205K | – | 84 |
|
|
2022
Q2 | $205K | Buy |
1,417
+13
| +0.9% | +$1.88K | 0.12% | 83 |
|
|
2022
Q1 | $229K | Buy |
+1,404
| New | +$229K | 0.11% | 78 |
|
|
2021
Q4 | – | Sell |
-2,400
| Closed | -$243K | – | 85 |
|
|
2021
Q3 | $243K | Buy |
2,400
+379
| +19% | +$38.4K | 0.12% | 70 |
|
|
2021
Q2 | $212K | Sell |
2,021
-915
| -31% | -$96K | 0.11% | 73 |
|
|
2021
Q1 | $308K | Sell |
2,936
-178
| -6% | -$18.7K | 0.15% | 60 |
|
|
2020
Q4 | $263K | Sell |
3,114
-250
| -7% | -$21.1K | 0.13% | 58 |
|
|
2020
Q3 | $242K | Sell |
3,364
-476
| -12% | -$34.2K | 0.13% | 53 |
|
|
2020
Q2 | $343K | Sell |
3,840
-200
| -5% | -$17.9K | 0.21% | 44 |
|
|
2020
Q1 | $293K | Sell |
4,040
-4,223
| -51% | -$306K | 0.23% | 43 |
|
|
2019
Q4 | $996K | Sell |
8,263
-4,844
| -37% | -$584K | 0.66% | 24 |
|
|
2019
Q3 | $1.55M | Sell |
13,107
-300
| -2% | -$35.6K | 1.06% | 22 |
|
|
2019
Q2 | $1.65M | Sell |
13,407
-1,215
| -8% | -$150K | 1.16% | 20 |
|
|
2019
Q1 | $1.8M | Sell |
14,622
-465
| -3% | -$57.3K | 1.26% | 20 |
|
|
2018
Q4 | $1.64M | Buy |
+15,087
| New | +$1.64M | 1.32% | 20 |
|