Valued Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Sell |
265
-218
| -45% | -$31.2K | 0.02% | 107 |
|
|
2025
Q1 | $80.8K | Buy |
483
+4
| +0.8% | +$669 | 0.05% | 68 |
|
|
2024
Q4 | $69.4K | Buy |
479
+234
| +96% | +$33.9K | 0.04% | 68 |
|
|
2024
Q3 | $36.1K | Sell |
245
-595
| -71% | -$87.8K | 0.02% | 96 |
|
|
2024
Q2 | $131K | Buy |
840
+406
| +94% | +$63.5K | 0.09% | 41 |
|
|
2024
Q1 | $68.4K | Buy |
434
+215
| +98% | +$33.9K | 0.05% | 56 |
|
|
2023
Q4 | $36.9K | Buy |
+219
| New | +$36.9K | 0.03% | 59 |
|