Wealth Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
18,634
-3,441
| -16% | -$493K | 2.65% | 11 |
|
|
2025
Q1 | $3.69M | Buy |
22,075
+2,534
| +13% | +$424K | 2.39% | 9 |
|
|
2024
Q4 | $2.83M | Sell |
19,541
-94
| -0.5% | -$13.6K | 1.83% | 11 |
|
|
2024
Q3 | $2.89M | Buy |
19,635
+79
| +0.4% | +$11.6K | 1.94% | 10 |
|
|
2024
Q2 | $3.06M | Buy |
19,556
+329
| +2% | +$51.5K | 2.2% | 9 |
|
|
2024
Q1 | $3.03M | Buy |
+19,227
| New | +$3.03M | 2.29% | 9 |
|