Wela Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
5,129
+325
| +7% | +$46.5K | 0.29% | 26 |
|
|
2025
Q1 | $804K | Buy |
+4,804
| New | +$804K | 0.34% | 23 |
|
|
2024
Q4 | – | Sell |
-3,777
| Closed | -$556K | – | 60 |
|
|
2024
Q3 | $556K | Buy |
3,777
+391
| +12% | +$57.6K | 0.24% | 26 |
|
|
2024
Q2 | $530K | Buy |
3,386
+67
| +2% | +$10.5K | 0.25% | 31 |
|
|
2024
Q1 | $524K | Buy |
3,319
+86
| +3% | +$13.6K | 0.25% | 30 |
|
|
2023
Q4 | $482K | Buy |
3,233
+283
| +10% | +$42.2K | 0.26% | 32 |
|
|
2023
Q3 | $497K | Sell |
2,950
-47
| -2% | -$7.93K | 0.3% | 29 |
|
|
2023
Q2 | $472K | Buy |
2,997
+4
| +0.1% | +$629 | 0.36% | 26 |
|
|
2023
Q1 | $488K | Buy |
2,993
+521
| +21% | +$85K | 0.26% | 29 |
|
|
2022
Q4 | $444K | Buy |
2,472
+142
| +6% | +$25.5K | 0.25% | 29 |
|
|
2022
Q3 | $335K | Buy |
2,330
+177
| +8% | +$25.4K | 0.23% | 30 |
|
|
2022
Q2 | $312K | Sell |
2,153
-5
| -0.2% | -$725 | 0.18% | 32 |
|
|
2022
Q1 | $351K | Buy |
+2,158
| New | +$351K | 0.18% | 32 |
|