True Wealth Design’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Sell |
208
-46
| -18% | -$6.59K | 0.01% | 296 |
|
|
2025
Q1 | $42.5K | Buy |
254
+71
| +39% | +$11.9K | 0.02% | 216 |
|
|
2024
Q4 | $26.5K | Sell |
183
-1
| -0.5% | -$145 | 0.01% | 284 |
|
|
2024
Q3 | $27.1K | Sell |
184
-5,201
| -97% | -$766K | 0.01% | 274 |
|
|
2024
Q2 | $842K | Buy |
5,385
+28
| +0.5% | +$4.38K | 0.21% | 67 |
|
|
2024
Q1 | $845K | Buy |
5,357
+120
| +2% | +$18.9K | 0.21% | 72 |
|
|
2023
Q4 | $781K | Buy |
5,237
+78
| +2% | +$11.6K | 0.22% | 79 |
|
|
2023
Q3 | $870K | Buy |
5,159
+5,092
| +7,600% | +$859K | 0.29% | 30 |
|
|
2023
Q2 | $10.6K | Sell |
67
-1,514
| -96% | -$239K | ﹤0.01% | 212 |
|
|
2023
Q1 | $258K | Buy |
1,581
+801
| +103% | +$131K | 0.11% | 113 |
|
|
2022
Q4 | $140K | Buy |
+780
| New | +$140K | 0.06% | 114 |
|