TriaGen 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
$1.78M Buy
12,415
+182
+1% +$26.1K 0.54% 58
2025
Q1
$2.05M Sell
12,233
-24
-0.2% -$4.02K 0.72% 35
2024
Q4
$1.78M Hold
12,257
0.6% 48
2024
Q3
$1.81M Sell
12,257
-10
-0.1% -$1.47K 0.6% 48
2024
Q2
$1.92M Buy
12,267
+150
+1% +$23.5K 0.74% 42
2024
Q1
$1.91M Hold
12,117
0.79% 40
2023
Q4
$1.81M Hold
12,117
0.86% 42
2023
Q3
$2.04M Hold
12,117
1.04% 24
2023
Q2
$1.91M Hold
12,117
0.87% 33
2023
Q1
$1.98M Hold
12,117
0.99% 27
2022
Q4
$2.17M Sell
12,117
-200
-2% -$35.9K 1.21% 17
2022
Q3
$1.77M Buy
12,317
+70
+0.6% +$10.1K 0.98% 28
2022
Q2
$1.77M Hold
12,247
1.26% 21
2022
Q1
$1.99M Sell
12,247
-500
-4% -$81.4K 1.03% 28
2021
Q4
$1.5M Sell
12,747
-622
-5% -$73K 0.74% 53
2021
Q3
$1.36M Sell
13,369
-304
-2% -$30.8K 0.74% 52
2021
Q2
$1.39M Hold
13,673
0.72% 53
2021
Q1
$1.43M Sell
13,673
-9,082
-40% -$952K 0.82% 46
2020
Q4
$1.92M Buy
+22,755
New +$1.92M 1.13% 24