Von Berge Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,382
| Closed | -$216K | – | 67 |
|
|
2024
Q2 | $216K | Sell |
1,382
-497
| -26% | -$77.8K | 0.14% | 60 |
|
|
2024
Q1 | $296K | Hold |
1,879
| – | – | 0.19% | 47 |
|
|
2023
Q4 | $277K | Sell |
1,879
-76
| -4% | -$11.2K | 0.21% | 51 |
|
|
2023
Q3 | $330K | Hold |
1,955
| – | – | 0.28% | 41 |
|
|
2023
Q2 | $308K | Sell |
1,955
-40
| -2% | -$6.29K | 0.25% | 42 |
|
|
2023
Q1 | $339K | Buy |
1,995
+40
| +2% | +$6.8K | 0.3% | 38 |
|
|
2022
Q4 | $351K | Hold |
1,955
| – | – | 0.32% | 38 |
|
|
2022
Q3 | $307K | Hold |
1,955
| – | – | 0.33% | 40 |
|
|
2022
Q2 | $270K | Hold |
1,955
| – | – | 0.28% | 44 |
|
|
2022
Q1 | $335K | Hold |
1,955
| – | – | 0.31% | 40 |
|
|
2021
Q4 | $257K | Buy |
+1,955
| New | +$257K | 0.24% | 50 |
|