ViaWealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
5,729
-308
| -5% | -$44.1K | 0.49% | 62 |
|
|
2025
Q1 | $1.01M | Sell |
6,037
-64
| -1% | -$10.7K | 0.62% | 44 |
|
|
2024
Q4 | $884K | Sell |
6,101
-362
| -6% | -$52.4K | 0.53% | 55 |
|
|
2024
Q3 | $952K | Buy |
6,463
+2
| +0% | +$295 | 0.55% | 57 |
|
|
2024
Q2 | $1.01M | Buy |
6,461
+2
| +0% | +$313 | 0.63% | 46 |
|
|
2024
Q1 | $1.02M | Buy |
6,459
+2
| +0% | +$315 | 0.64% | 43 |
|
|
2023
Q4 | $963K | Buy |
6,457
+2
| +0% | +$298 | 0.66% | 40 |
|
|
2023
Q3 | $1.09M | Hold |
6,455
| – | – | 0.8% | 32 |
|
|
2023
Q2 | $1.02M | Sell |
6,455
-120
| -2% | -$18.9K | 0.76% | 35 |
|
|
2023
Q1 | $1.07M | Sell |
6,575
-25
| -0.4% | -$4.08K | 0.85% | 30 |
|
|
2022
Q4 | $1.16M | Buy |
+6,600
| New | +$1.16M | 0.95% | 27 |
|