AE 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 | $60.6M | Buy |
423,382
+84,493
| +25% | +$12.1M | 0.44% | 53 |
|
|
2025
Q1 | $56.7M | Buy |
338,889
+20,684
| +7% | +$3.46M | 0.48% | 50 |
|
|
2024
Q4 | $46.1M | Buy |
318,205
+17,437
| +6% | +$2.53M | 0.39% | 60 |
|
|
2024
Q3 | $44.3M | Sell |
300,768
-30,852
| -9% | -$4.54M | 0.4% | 56 |
|
|
2024
Q2 | $51.9M | Sell |
331,620
-21,777
| -6% | -$3.41M | 0.52% | 38 |
|
|
2024
Q1 | $55.7M | Sell |
353,397
-197,340
| -36% | -$31.1M | 0.63% | 28 |
|
|
2023
Q4 | $82.1M | Buy |
550,737
+86,597
| +19% | +$12.9M | 0.42% | 36 |
|
|
2023
Q3 | $78.3M | Buy |
464,140
+38,079
| +9% | +$6.42M | 0.47% | 30 |
|
|
2023
Q2 | $67M | Sell |
426,061
-111,828
| -21% | -$17.6M | 0.4% | 35 |
|
|
2023
Q1 | $87.8M | Buy |
537,889
+51,628
| +11% | +$8.42M | 0.56% | 26 |
|
|
2022
Q4 | $87.3M | Buy |
486,261
+99,262
| +26% | +$17.8M | 0.63% | 20 |
|
|
2022
Q3 | $55.6M | Buy |
386,999
+5,929
| +2% | +$852K | 0.44% | 37 |
|
|
2022
Q2 | $55.2M | Buy |
381,070
+10,812
| +3% | +$1.57M | 0.44% | 39 |
|
|
2022
Q1 | $60.3M | Buy |
370,258
+36,825
| +11% | +$6M | 0.41% | 48 |
|
|
2021
Q4 | $39.1M | Sell |
333,433
-9,221
| -3% | -$1.08M | 0.27% | 76 |
|
|
2021
Q3 | $34.8M | Buy |
342,654
+33,670
| +11% | +$3.42M | 0.29% | 76 |
|
|
2021
Q2 | $32.4M | Buy |
308,984
+40,645
| +15% | +$4.26M | 0.28% | 79 |
|
|
2021
Q1 | $28.1M | Buy |
268,339
+648
| +0.2% | +$67.9K | 0.28% | 81 |
|
|
2020
Q4 | $22.6M | Buy |
267,691
+30,398
| +13% | +$2.57M | 0.26% | 93 |
|
|
2020
Q3 | $17.1M | Buy |
237,293
+440
| +0.2% | +$31.7K | 0.24% | 92 |
|
|
2020
Q2 | $21.1M | Buy |
236,853
+48,752
| +26% | +$4.35M | 0.33% | 68 |
|
|
2020
Q1 | $13.6M | Buy |
188,101
+19,683
| +12% | +$1.43M | 0.31% | 68 |
|
|
2019
Q4 | $20.3M | Buy |
168,418
+21,166
| +14% | +$2.55M | 0.44% | 47 |
|
|
2019
Q3 | $17.5M | Sell |
147,252
-1,821
| -1% | -$216K | 0.5% | 44 |
|
|
2019
Q2 | $18.6M | Buy |
149,073
+58,180
| +64% | +$7.24M | 0.56% | 41 |
|
|
2019
Q1 | $11.2M | Buy |
90,893
+6,110
| +7% | +$753K | 0.78% | 29 |
|
|
2018
Q4 | $9.22M | Sell |
84,783
-12,241
| -13% | -$1.33M | 1.58% | 4 |
|
|
2018
Q3 | $11.9M | Buy |
97,024
+16,910
| +21% | +$2.07M | 0.65% | 34 |
|
|
2018
Q2 | $10.1M | Buy |
80,114
+8,657
| +12% | +$1.09M | 0.69% | 31 |
|
|
2018
Q1 | $8.15M | Buy |
71,457
+4,388
| +7% | +$500K | 0.63% | 32 |
|
|
2017
Q4 | $8.4M | Sell |
67,069
-4,518
| -6% | -$566K | 0.74% | 29 |
|
|
2017
Q3 | $8.41M | Buy |
71,587
+7,807
| +12% | +$917K | 0.78% | 23 |
|
|
2017
Q2 | $6.65M | Buy |
63,780
+12,474
| +24% | +$1.3M | 0.79% | 25 |
|
|
2017
Q1 | $5.51M | Buy |
51,306
+19,512
| +61% | +$2.1M | 1.02% | 16 |
|
|
2016
Q4 | $3.74M | Buy |
+31,794
| New | +$3.74M | 1.52% | 10 |
|