Trajan 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 | $4.8M | Buy |
33,506
+863
| +3% | +$124K | 0.23% | 79 |
|
|
2025
Q1 | $5.46M | Sell |
32,643
-924
| -3% | -$155K | 0.3% | 62 |
|
|
2024
Q4 | $4.86M | Buy |
33,567
+2,372
| +8% | +$344K | 0.27% | 71 |
|
|
2024
Q3 | $4.59M | Buy |
31,195
+5,282
| +20% | +$778K | 0.27% | 82 |
|
|
2024
Q2 | $4.05M | Sell |
25,913
-65
| -0.3% | -$10.2K | 0.26% | 82 |
|
|
2024
Q1 | $4.1M | Buy |
+25,978
| New | +$4.1M | 0.28% | 85 |
|