Ullmann Wealth Partners Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
3,856
-229
| -6% | -$32.8K | 0.07% | 89 |
|
|
2025
Q1 | $683K | Buy |
4,085
+161
| +4% | +$26.9K | 0.09% | 71 |
|
|
2024
Q4 | $568K | Buy |
3,924
+90
| +2% | +$13K | 0.07% | 82 |
|
|
2024
Q3 | $565K | Buy |
3,834
+2,307
| +151% | +$340K | 0.07% | 83 |
|
|
2024
Q2 | $239K | Buy |
1,527
+16
| +1% | +$2.5K | 0.03% | 100 |
|
|
2024
Q1 | $238K | Buy |
1,511
+153
| +11% | +$24.1K | 0.04% | 102 |
|
|
2023
Q4 | $203K | Buy |
1,358
+46
| +4% | +$6.86K | 0.03% | 103 |
|
|
2023
Q3 | $221K | Buy |
+1,312
| New | +$221K | 0.04% | 94 |
|
|
2017
Q3 | – | Sell |
-268
| Closed | -$27K | – | 67 |
|
|
2017
Q2 | $27K | Hold |
268
| – | – | 0.02% | 108 |
|
|
2017
Q1 | $28K | Buy |
+268
| New | +$28K | 0.02% | 98 |
|