Vance Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
3,583
+194
| +6% | +$27.8K | 0.17% | 67 |
|
|
2025
Q1 | $567K | Buy |
3,389
+168
| +5% | +$28.1K | 0.21% | 58 |
|
|
2024
Q4 | $467K | Sell |
3,221
-572
| -15% | -$82.8K | 0.18% | 61 |
|
|
2024
Q3 | $559K | Buy |
3,793
+29
| +0.8% | +$4.27K | 0.21% | 57 |
|
|
2024
Q2 | $589K | Sell |
3,764
-60
| -2% | -$9.39K | 0.24% | 51 |
|
|
2024
Q1 | $603K | Buy |
3,824
+68
| +2% | +$10.7K | 0.24% | 48 |
|
|
2023
Q4 | $560K | Sell |
3,756
-1,127
| -23% | -$168K | 0.24% | 46 |
|
|
2023
Q3 | $823K | Buy |
4,883
+1,555
| +47% | +$262K | 0.39% | 39 |
|
|
2023
Q2 | $524K | Buy |
3,328
+164
| +5% | +$25.8K | 0.24% | 45 |
|
|
2023
Q1 | $516K | Buy |
3,164
+558
| +21% | +$91K | 0.28% | 42 |
|
|
2022
Q4 | $468K | Buy |
2,606
+1
| +0% | +$179 | 0.29% | 41 |
|
|
2022
Q3 | $374K | Buy |
2,605
+104
| +4% | +$14.9K | 0.29% | 43 |
|
|
2022
Q2 | $362K | Sell |
2,501
-189
| -7% | -$27.4K | 0.28% | 43 |
|
|
2022
Q1 | $438K | Buy |
2,690
+2
| +0.1% | +$326 | 0.55% | 31 |
|
|
2021
Q4 | $315K | Buy |
+2,688
| New | +$315K | 0.31% | 40 |
|