Waypoint Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
2,411
+776
| +47% | +$111K | 0.08% | 64 |
|
|
2025
Q1 | $274K | Buy |
1,635
+184
| +13% | +$30.8K | 0.08% | 57 |
|
|
2024
Q4 | $210K | Sell |
1,451
-35
| -2% | -$5.07K | 0.06% | 62 |
|
|
2024
Q3 | $219K | Sell |
1,486
-2,039
| -58% | -$300K | 0.06% | 63 |
|
|
2024
Q2 | $551K | Buy |
+3,525
| New | +$551K | 0.16% | 35 |
|