Aberdeen 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 | $579K | Hold |
4,042
| – | – | 0.38% | 73 |
|
|
2025
Q1 | $676K | Sell |
4,042
-132
| -3% | -$22.1K | 0.47% | 68 |
|
|
2024
Q4 | $605K | Sell |
4,174
-65
| -2% | -$9.41K | 0.41% | 72 |
|
|
2024
Q3 | $624K | Sell |
4,239
-303
| -7% | -$44.6K | 0.41% | 74 |
|
|
2024
Q2 | $710K | Sell |
4,542
-1,500
| -25% | -$235K | 0.48% | 58 |
|
|
2024
Q1 | $953K | Buy |
6,042
+300
| +5% | +$47.3K | 0.55% | 43 |
|
|
2023
Q4 | $856K | Sell |
5,742
-300
| -5% | -$44.7K | 0.62% | 44 |
|
|
2023
Q3 | $1.02M | Hold |
6,042
| – | – | 0.77% | 35 |
|
|
2023
Q2 | $951K | Sell |
6,042
-10
| -0.2% | -$1.57K | 0.69% | 38 |
|
|
2023
Q1 | $987K | Hold |
6,052
| – | – | 0.74% | 37 |
|
|
2022
Q4 | $1.09M | Sell |
6,052
-227
| -4% | -$40.7K | 0.82% | 37 |
|
|
2022
Q3 | $902K | Hold |
6,279
| – | – | 0.79% | 37 |
|
|
2022
Q2 | $909K | Sell |
6,279
-200
| -3% | -$29K | 0.72% | 41 |
|
|
2022
Q1 | $1.06M | Hold |
6,479
| – | – | 0.72% | 41 |
|
|
2021
Q4 | $760K | Buy |
6,479
+75
| +1% | +$8.8K | 0.5% | 56 |
|
|
2021
Q3 | $650K | Hold |
6,404
| – | – | 0.63% | 55 |
|
|
2021
Q2 | $671K | Hold |
6,404
| – | – | 0.62% | 54 |
|
|
2021
Q1 | $671K | Sell |
6,404
-945
| -13% | -$99K | 0.53% | 54 |
|
|
2020
Q4 | $621K | Buy |
7,349
+415
| +6% | +$35.1K | 0.47% | 60 |
|
|
2020
Q3 | $499K | Sell |
6,934
-1,295
| -16% | -$93.2K | 0.48% | 62 |
|
|
2020
Q2 | $734K | Buy |
8,229
+1,082
| +15% | +$96.5K | 0.79% | 42 |
|
|
2020
Q1 | $518K | Buy |
7,147
+8
| +0.1% | +$580 | 0.63% | 50 |
|
|
2019
Q4 | $860K | Buy |
+7,139
| New | +$860K | 0.64% | 41 |
|