Wetzel Investment 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 | $240K | Sell |
1,674
-152
| -8% | -$21.8K | 0.11% | 107 |
|
|
2025
Q1 | $305K | Sell |
1,826
-108
| -6% | -$18.1K | 0.15% | 96 |
|
|
2024
Q4 | $280K | Sell |
1,934
-90
| -4% | -$13K | 0.14% | 101 |
|
|
2024
Q3 | $298K | Buy |
2,024
+1
| +0% | +$147 | 0.15% | 94 |
|
|
2024
Q2 | $319K | Sell |
2,023
-283
| -12% | -$44.6K | 0.18% | 85 |
|
|
2024
Q1 | $363K | Buy |
2,306
+494
| +27% | +$77.8K | 0.21% | 76 |
|
|
2023
Q4 | $270K | Buy |
+1,812
| New | +$270K | 0.17% | 92 |
|