Vawter Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,831
| Closed | -$306K | – | 37 |
|
|
2025
Q1 | $306K | Buy |
1,831
+14
| +0.8% | +$2.34K | 0.17% | 76 |
|
|
2024
Q4 | $263K | Hold |
1,817
| – | – | 0.16% | 82 |
|
|
2024
Q3 | $268K | Buy |
1,817
+200
| +12% | +$29.5K | 0.16% | 80 |
|
|
2024
Q2 | $253K | Hold |
1,617
| – | – | 0.17% | 78 |
|
|
2024
Q1 | $255K | Hold |
1,617
| – | – | 0.19% | 74 |
|
|
2023
Q4 | $241K | Buy |
+1,617
| New | +$241K | 0.19% | 69 |
|
|
2023
Q3 | – | Sell |
-1,510
| Closed | -$238K | – | 63 |
|
|
2023
Q2 | $238K | Hold |
1,510
| – | – | 0.21% | 67 |
|
|
2023
Q1 | $246K | Buy |
+1,510
| New | +$246K | 0.25% | 48 |
|