Alaethes Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
14,921
+605
| +4% | +$86.6K | 0.64% | 54 |
|
|
2025
Q1 | $2.39M | Buy |
14,316
+542
| +4% | +$90.7K | 0.88% | 36 |
|
|
2024
Q4 | $2M | Sell |
13,774
-130
| -0.9% | -$18.8K | 0.71% | 47 |
|
|
2024
Q3 | $2.05M | Buy |
13,904
+1,499
| +12% | +$221K | 0.76% | 39 |
|
|
2024
Q2 | $1.94M | Buy |
12,405
+250
| +2% | +$39.1K | 0.8% | 36 |
|
|
2024
Q1 | $1.92M | Sell |
12,155
-491
| -4% | -$77.4K | 0.84% | 42 |
|
|
2023
Q4 | $1.89M | Buy |
12,646
+287
| +2% | +$42.8K | 0.89% | 34 |
|
|
2023
Q3 | $2.08M | Buy |
12,359
+118
| +1% | +$19.9K | 1.14% | 19 |
|
|
2023
Q2 | $1.93M | Buy |
12,241
+319
| +3% | +$50.2K | 1.06% | 23 |
|
|
2023
Q1 | $1.95M | Buy |
11,922
+814
| +7% | +$133K | 1.14% | 17 |
|
|
2022
Q4 | $1.99M | Sell |
11,108
-196
| -2% | -$35.2K | 1.37% | 15 |
|
|
2022
Q3 | $1.62M | Buy |
11,304
+471
| +4% | +$67.7K | 1.19% | 20 |
|
|
2022
Q2 | $1.57M | Sell |
10,833
-846
| -7% | -$122K | 1.16% | 19 |
|
|
2022
Q1 | $1.9M | Buy |
11,679
+168
| +1% | +$27.4K | 1.21% | 16 |
|
|
2021
Q4 | $1.35M | Buy |
11,511
+742
| +7% | +$87.1K | 0.85% | 41 |
|
|
2021
Q3 | $1.09M | Buy |
10,769
+1,965
| +22% | +$199K | 0.79% | 47 |
|
|
2021
Q2 | $922K | Buy |
8,804
+1,165
| +15% | +$122K | 0.71% | 56 |
|
|
2021
Q1 | $800K | Buy |
+7,639
| New | +$800K | 0.74% | 57 |
|