Waypoint Wealth Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
2,006
-319
| -14% | -$45.7K | 0.14% | 123 |
|
|
2025
Q1 | $389K | Buy |
2,325
+98
| +4% | +$16.4K | 0.24% | 64 |
|
|
2024
Q4 | $323K | Buy |
2,227
+57
| +3% | +$8.26K | 0.21% | 67 |
|
|
2024
Q3 | $320K | Sell |
2,170
-218
| -9% | -$32.1K | 0.22% | 72 |
|
|
2024
Q2 | $374K | Sell |
2,388
-196
| -8% | -$30.7K | 0.29% | 54 |
|
|
2024
Q1 | $408K | Sell |
2,584
-124
| -5% | -$19.6K | 0.31% | 53 |
|
|
2023
Q4 | $404K | Sell |
2,708
-647
| -19% | -$96.5K | 0.34% | 53 |
|
|
2023
Q3 | $566K | Buy |
3,355
+30
| +0.9% | +$5.06K | 0.53% | 40 |
|
|
2023
Q2 | $523K | Sell |
3,325
-3,316
| -50% | -$522K | 0.47% | 40 |
|
|
2023
Q1 | $1.08M | Buy |
6,641
+71
| +1% | +$11.6K | 0.84% | 29 |
|
|
2022
Q4 | $1.18M | Buy |
+6,570
| New | +$1.18M | 0.95% | 26 |
|