Watershed Private 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 | $289K | Hold |
2,018
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $338K | Hold |
2,018
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $292K | Buy |
2,018
+1
| +0% | +$145 | 0.11% | 92 |
|
|
2024
Q3 | $297K | Sell |
2,017
-1
| -0% | -$147 | 0.12% | 88 |
|
|
2024
Q2 | $316K | Hold |
2,018
| – | – | 0.13% | 89 |
|
|
2024
Q1 | $318K | Buy |
2,018
+176
| +10% | +$27.8K | 0.14% | 91 |
|
|
2023
Q4 | $275K | Sell |
1,842
-325
| -15% | -$48.5K | 0.15% | 86 |
|
|
2023
Q3 | $365K | Buy |
2,167
+2
| +0.1% | +$337 | 0.23% | 71 |
|
|
2023
Q2 | $341K | Buy |
2,165
+2
| +0.1% | +$315 | 0.21% | 69 |
|
|
2023
Q1 | $353K | Buy |
2,163
+1
| +0% | +$163 | 0.24% | 66 |
|
|
2022
Q4 | $388K | Buy |
+2,162
| New | +$388K | 0.29% | 60 |
|