Western Pacific Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2K | Sell |
378
-140
| -27% | -$20.1K | 0.05% | 129 |
|
|
2025
Q1 | $86.7K | Buy |
518
+1
| +0.2% | +$167 | 0.08% | 107 |
|
|
2024
Q4 | $74.9K | Buy |
517
+67
| +15% | +$9.7K | 0.06% | 126 |
|
|
2024
Q3 | $66.2K | Buy |
450
+3
| +0.7% | +$442 | 0.04% | 153 |
|
|
2024
Q2 | $70K | Buy |
447
+240
| +116% | +$37.6K | 0.05% | 124 |
|
|
2024
Q1 | $32.7K | Buy |
207
+2
| +1% | +$316 | 0.02% | 162 |
|
|
2023
Q4 | $30.6K | Hold |
205
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $34.6K | Hold |
205
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $32.3K | Hold |
205
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $33.4K | Hold |
205
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $36.8K | Buy |
+205
| New | +$36.8K | 0.03% | 144 |
|