Trueblood 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 | $2.14M | Sell |
14,955
-67
| -0.4% | -$9.59K | 0.9% | 17 |
|
|
2025
Q1 | $2.51M | Sell |
15,022
-358
| -2% | -$59.9K | 1.17% | 12 |
|
|
2024
Q4 | $2.23M | Sell |
15,380
-579
| -4% | -$83.9K | 1.1% | 14 |
|
|
2024
Q3 | $2.35M | Sell |
15,959
-1,761
| -10% | -$259K | 1.18% | 11 |
|
|
2024
Q2 | $2.77M | Buy |
17,720
+232
| +1% | +$36.3K | 1.56% | 5 |
|
|
2024
Q1 | $2.76M | Buy |
17,488
+211
| +1% | +$33.3K | 1.58% | 5 |
|
|
2023
Q4 | $2.58M | Buy |
+17,277
| New | +$2.58M | 1.62% | 6 |
|