Triad 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 | $723K | Buy |
5,048
+770
| +18% | +$110K | 0.15% | 107 |
|
|
2025
Q1 | $716K | Buy |
4,278
+376
| +10% | +$62.9K | 0.22% | 78 |
|
|
2024
Q4 | $565K | Buy |
+3,902
| New | +$565K | 0.2% | 80 |
|
|
2024
Q3 | – | Sell |
-2,787
| Closed | -$436K | – | 238 |
|
|
2024
Q2 | $436K | Buy |
2,787
+479
| +21% | +$74.9K | 0.23% | 43 |
|
|
2024
Q1 | $364K | Buy |
+2,308
| New | +$364K | 0.28% | 34 |
|