White Wing 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 | $481K | Buy |
3,361
+122
| +4% | +$17.5K | 0.33% | 19 |
|
|
2025
Q1 | $447K | Buy |
3,239
+230
| +8% | +$31.7K | 0.35% | 17 |
|
|
2024
Q4 | $436K | Buy |
3,009
+35
| +1% | +$5.07K | 0.32% | 18 |
|
|
2024
Q3 | $438K | Buy |
2,974
+13
| +0.4% | +$1.91K | 0.34% | 18 |
|
|
2024
Q2 | $463K | Buy |
2,961
+59
| +2% | +$9.23K | 0.37% | 20 |
|
|
2024
Q1 | $462K | Sell |
2,902
-20
| -0.7% | -$3.18K | 0.38% | 25 |
|
|
2023
Q4 | $437K | Buy |
+2,922
| New | +$437K | 0.4% | 20 |
|