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 |
|