44 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 | $1.39M | Buy |
9,740
+200
| +2% | +$28.6K | 0.49% | 69 |
|
|
2025
Q1 | $1.6M | Sell |
9,540
-285
| -3% | -$47.7K | 0.6% | 54 |
|
|
2024
Q4 | $1.42M | Sell |
9,825
-1,431
| -13% | -$207K | 0.55% | 57 |
|
|
2024
Q3 | $1.69M | Buy |
+11,256
| New | +$1.69M | 0.6% | 52 |
|
|
2023
Q2 | $1.72M | Sell |
10,922
-981
| -8% | -$154K | 0.59% | 45 |
|
|
2023
Q1 | $1.94M | Sell |
11,903
-596
| -5% | -$97.2K | 0.66% | 41 |
|
|
2022
Q4 | $2.24M | Buy |
12,499
+3
| +0% | +$538 | 0.78% | 36 |
|
|
2022
Q3 | $1.8M | Buy |
12,496
+36
| +0.3% | +$5.17K | 0.74% | 39 |
|
|
2022
Q2 | $1.8M | Sell |
12,460
-986
| -7% | -$143K | 0.7% | 36 |
|
|
2022
Q1 | $2.19M | Buy |
13,446
+263
| +2% | +$42.8K | 0.79% | 32 |
|
|
2021
Q4 | $1.55M | Buy |
13,183
+459
| +4% | +$53.9K | 0.54% | 47 |
|
|
2021
Q3 | $1.29M | Sell |
12,724
-167
| -1% | -$16.9K | 0.49% | 52 |
|
|
2021
Q2 | $1.35M | Buy |
12,891
+262
| +2% | +$27.4K | 0.52% | 52 |
|
|
2021
Q1 | $1.32M | Sell |
12,629
-1,006
| -7% | -$105K | 0.55% | 48 |
|
|
2020
Q4 | $1.15M | Buy |
+13,635
| New | +$1.15M | 0.52% | 41 |
|