Apollon 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 | $12.4M | Buy |
86,297
+1,304
| +2% | +$187K | 0.24% | 78 |
|
2025
Q1 | $14.2M | Buy |
84,993
+2,785
| +3% | +$466K | 0.31% | 69 |
|
2024
Q4 | $11.9M | Buy |
82,208
+15,766
| +24% | +$2.28M | 0.27% | 71 |
|
2024
Q3 | $9.78M | Sell |
66,442
-1,500
| -2% | -$221K | 0.28% | 67 |
|
2024
Q2 | $10.6M | Sell |
67,942
-191
| -0.3% | -$29.9K | 0.32% | 58 |
|
2024
Q1 | $10.7M | Buy |
68,133
+3,579
| +6% | +$565K | 0.34% | 57 |
|
2023
Q4 | $9.63M | Buy |
64,554
+16,180
| +33% | +$2.41M | 0.33% | 59 |
|
2023
Q3 | $8.16M | Sell |
48,374
-4,297
| -8% | -$725K | 0.41% | 50 |
|
2023
Q2 | $8.29M | Buy |
52,671
+7,392
| +16% | +$1.16M | 0.4% | 50 |
|
2023
Q1 | $7.39M | Buy |
45,279
+2,625
| +6% | +$428K | 0.45% | 41 |
|
2022
Q4 | $7.66M | Buy |
42,654
+12,679
| +42% | +$2.28M | 0.54% | 31 |
|
2022
Q3 | $4.31M | Buy |
29,975
+1,239
| +4% | +$178K | 0.35% | 56 |
|
2022
Q2 | $4.16M | Buy |
28,736
+1,749
| +6% | +$253K | 0.35% | 55 |
|
2022
Q1 | $4.39M | Buy |
26,987
+24,759
| +1,111% | +$4.03M | 0.31% | 67 |
|
2021
Q4 | $261K | Sell |
2,228
-11,640
| -84% | -$1.36M | 0.02% | 619 |
|
2021
Q3 | $1.41M | Buy |
13,868
+6,610
| +91% | +$671K | 0.19% | 107 |
|
2021
Q2 | $760K | Sell |
7,258
-2,850
| -28% | -$298K | 0.14% | 149 |
|
2021
Q1 | $1.06M | Buy |
10,108
+2,534
| +33% | +$265K | 0.2% | 97 |
|
2020
Q4 | $640K | Buy |
7,574
+2,033
| +37% | +$172K | 0.17% | 109 |
|
2020
Q3 | $399K | Buy |
5,541
+884
| +19% | +$63.7K | 0.18% | 94 |
|
2020
Q2 | $416K | Buy |
+4,657
| New | +$416K | 0.23% | 59 |
|
2019
Q4 | – | Sell |
-2,020
| Closed | -$240K | – | 75 |
|
2019
Q3 | $240K | Buy |
2,020
+739
| +58% | +$87.8K | 0.25% | 52 |
|
2019
Q2 | $159K | Buy |
+1,281
| New | +$159K | 0.18% | 51 |
|