1900 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 | $954K | Sell |
6,660
-552
| -8% | -$79K | 0.07% | 101 |
|
|
2025
Q1 | $1.21M | Buy |
7,212
+180
| +3% | +$30.1K | 0.1% | 86 |
|
|
2024
Q4 | $1.02M | Sell |
7,032
-576
| -8% | -$83.4K | 0.09% | 97 |
|
|
2024
Q3 | $1.12M | Hold |
7,608
| – | – | 0.1% | 94 |
|
|
2024
Q2 | $1.19M | Sell |
7,608
-179
| -2% | -$28K | 0.11% | 86 |
|
|
2024
Q1 | $1.23M | Sell |
7,787
-5,562
| -42% | -$877K | 0.11% | 97 |
|
|
2023
Q4 | $1.99M | Sell |
13,349
-689
| -5% | -$103K | 0.18% | 86 |
|
|
2023
Q3 | $2.37M | Buy |
14,038
+5,899
| +72% | +$995K | 0.24% | 83 |
|
|
2023
Q2 | $1.28M | Sell |
8,139
-154
| -2% | -$24.2K | 0.13% | 109 |
|
|
2023
Q1 | $1.46M | Buy |
8,293
+616
| +8% | +$109K | 0.16% | 100 |
|
|
2022
Q4 | $1.38M | Sell |
7,677
-35
| -0.5% | -$6.28K | 0.15% | 100 |
|
|
2022
Q3 | $1.11M | Buy |
7,712
+556
| +8% | +$79.9K | 0.13% | 108 |
|
|
2022
Q2 | $1.04M | Buy |
7,156
+600
| +9% | +$86.9K | 0.11% | 112 |
|
|
2022
Q1 | $1.07M | Buy |
6,556
+100
| +2% | +$16.3K | 0.1% | 118 |
|
|
2021
Q4 | $758K | Buy |
6,456
+989
| +18% | +$116K | 0.07% | 149 |
|
|
2021
Q3 | $554K | Buy |
5,467
+106
| +2% | +$10.7K | 0.05% | 160 |
|
|
2021
Q2 | $561K | Buy |
5,361
+2,380
| +80% | +$249K | 0.05% | 149 |
|
|
2021
Q1 | $312 | Sell |
2,981
-829
| -22% | -$87 | 0.02% | 146 |
|
|
2020
Q4 | $322K | Buy |
+3,810
| New | +$322K | 0.04% | 117 |
|