Triton 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 | $442K | Buy |
+2,839
| New | +$442K | 0.19% | 65 |
|
|
2024
Q4 | $461K | Buy |
2,913
+578
| +25% | +$91.4K | 0.24% | 45 |
|
|
2024
Q3 | $348K | Buy |
2,335
+1
| +0% | +$149 | 0.2% | 54 |
|
|
2024
Q2 | $360K | Buy |
2,334
+1
| +0% | +$154 | 0.21% | 50 |
|
|
2024
Q1 | $379K | Buy |
2,333
+856
| +58% | +$139K | 0.26% | 42 |
|
|
2023
Q4 | $223K | Buy |
1,477
+1
| +0.1% | +$151 | 0.15% | 65 |
|
|
2023
Q3 | $217K | Sell |
1,476
-264
| -15% | -$38.8K | 0.15% | 66 |
|
|
2023
Q2 | $276K | Buy |
1,740
+3
| +0.2% | +$477 | 0.16% | 66 |
|
|
2023
Q1 | $272K | Sell |
1,737
-57
| -3% | -$8.94K | 0.17% | 59 |
|
|
2022
Q4 | $324K | Buy |
1,794
+2
| +0.1% | +$361 | 0.2% | 55 |
|
|
2022
Q3 | $282K | Sell |
1,792
-22
| -1% | -$3.46K | 0.17% | 56 |
|
|
2022
Q2 | $290K | Sell |
1,814
-46
| -2% | -$7.35K | 0.2% | 60 |
|
|
2022
Q1 | $248K | Hold |
1,860
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $248K | Sell |
1,860
-23
| -1% | -$3.07K | 0.13% | 77 |
|
|
2021
Q3 | $206K | Buy |
+1,883
| New | +$206K | 0.1% | 102 |
|