Wealthstream Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
1,737
-12
| -0.7% | -$1.72K | 0.04% | 140 |
|
|
2025
Q1 | $293K | Buy |
1,749
+85
| +5% | +$14.2K | 0.05% | 117 |
|
|
2024
Q4 | $241K | Buy |
1,664
+70
| +4% | +$10.1K | 0.04% | 130 |
|
|
2024
Q3 | $235K | Sell |
1,594
-42
| -3% | -$6.19K | 0.04% | 133 |
|
|
2024
Q2 | $256K | Buy |
1,636
+19
| +1% | +$2.97K | 0.09% | 107 |
|
|
2024
Q1 | $255K | Sell |
1,617
-1,105
| -41% | -$174K | 0.1% | 110 |
|
|
2023
Q4 | $406K | Buy |
2,722
+981
| +56% | +$146K | 0.17% | 84 |
|
|
2023
Q3 | $294K | Buy |
1,741
+192
| +12% | +$32.4K | 0.15% | 77 |
|
|
2023
Q2 | $244K | Buy |
+1,549
| New | +$244K | 0.13% | 85 |
|