Walkner Condon Financial 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 | $266K | Buy |
1,860
+359
| +24% | +$51.4K | 0.05% | 233 |
|
|
2025
Q1 | $251K | Buy |
+1,501
| New | +$251K | 0.05% | 230 |
|
|
2024
Q4 | – | Sell |
-1,517
| Closed | -$223K | – | 285 |
|
|
2024
Q3 | $223K | Sell |
1,517
-921
| -38% | -$136K | 0.05% | 251 |
|
|
2024
Q2 | $381K | Sell |
2,438
-44
| -2% | -$6.88K | 0.08% | 173 |
|
|
2024
Q1 | $391K | Buy |
2,482
+52
| +2% | +$8.2K | 0.08% | 181 |
|
|
2023
Q4 | $362K | Buy |
2,430
+460
| +23% | +$68.6K | 0.08% | 187 |
|
|
2023
Q3 | $332K | Buy |
1,970
+284
| +17% | +$47.9K | 0.09% | 176 |
|
|
2023
Q2 | $265K | Sell |
1,686
-58
| -3% | -$9.12K | 0.07% | 199 |
|
|
2023
Q1 | $284K | Buy |
1,744
+488
| +39% | +$79.6K | 0.08% | 182 |
|
|
2022
Q4 | $225K | Buy |
+1,256
| New | +$225K | 0.07% | 208 |
|
|
2022
Q3 | – | Sell |
-1,812
| Closed | -$262K | – | 217 |
|
|
2022
Q2 | $262K | Sell |
1,812
-889
| -33% | -$129K | 0.08% | 188 |
|
|
2022
Q1 | $440K | Buy |
+2,701
| New | +$440K | 0.13% | 146 |
|