Wayfinding 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 | $595K | Buy |
3,939
+38
| +1% | +$5.74K | 0.27% | 64 |
|
|
2025
Q1 | $652K | Buy |
3,901
+338
| +9% | +$56.5K | 0.29% | 64 |
|
|
2024
Q4 | $516K | Buy |
+3,563
| New | +$516K | 0.28% | 65 |
|
|
2024
Q3 | – | Sell |
-4,688
| Closed | -$733K | – | 60 |
|
|
2024
Q2 | $733K | Sell |
4,688
-1,427
| -23% | -$223K | 0.41% | 49 |
|
|
2024
Q1 | $994K | Sell |
6,115
-106
| -2% | -$17.2K | 0.58% | 37 |
|
|
2023
Q4 | $927K | Sell |
6,221
-132
| -2% | -$19.7K | 0.63% | 34 |
|
|
2023
Q3 | $1.06M | Buy |
6,353
+118
| +2% | +$19.7K | 0.8% | 25 |
|
|
2023
Q2 | $990K | Buy |
6,235
+326
| +6% | +$51.8K | 0.69% | 27 |
|
|
2023
Q1 | $964K | Buy |
5,909
+1,038
| +21% | +$169K | 0.73% | 28 |
|
|
2022
Q4 | $659K | Sell |
4,871
-478
| -9% | -$64.7K | 0.53% | 36 |
|
|
2022
Q3 | $768K | Buy |
5,349
+133
| +3% | +$19.1K | 0.72% | 24 |
|
|
2022
Q2 | $755K | Sell |
5,216
-50
| -0.9% | -$7.24K | 0.66% | 26 |
|
|
2022
Q1 | $898K | Buy |
5,266
+395
| +8% | +$67.4K | 0.75% | 23 |
|
|
2021
Q4 | $659K | Buy |
+4,871
| New | +$659K | 0.53% | 36 |
|