Aries 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 | $1.33M | Sell |
9,254
-428
| -4% | -$61.3K | 0.35% | 73 |
|
|
2025
Q1 | $1.62M | Buy |
9,682
+170
| +2% | +$28.4K | 0.44% | 59 |
|
|
2024
Q4 | $1.38M | Hold |
9,512
| – | – | 0.38% | 67 |
|
|
2024
Q3 | $1.4M | Sell |
9,512
-1,343
| -12% | -$198K | 0.39% | 65 |
|
|
2024
Q2 | $1.7M | Buy |
10,855
+43
| +0.4% | +$6.73K | 0.54% | 48 |
|
|
2024
Q1 | $1.71M | Sell |
10,812
-224
| -2% | -$35.3K | 0.55% | 50 |
|
|
2023
Q4 | $1.65M | Sell |
11,036
-554
| -5% | -$82.6K | 0.59% | 48 |
|
|
2023
Q3 | $1.92M | Buy |
11,590
+850
| +8% | +$141K | 0.75% | 38 |
|
|
2023
Q2 | $1.69M | Sell |
10,740
-110
| -1% | -$17.3K | 0.66% | 42 |
|
|
2023
Q1 | $1.77M | Sell |
10,850
-123
| -1% | -$20.1K | 0.73% | 39 |
|
|
2022
Q4 | $1.97M | Buy |
10,973
+59
| +0.5% | +$10.6K | 0.85% | 34 |
|
|
2022
Q3 | $1.97M | Sell |
10,914
-263
| -2% | -$47.6K | 0.87% | 32 |
|
|
2022
Q2 | $1.62M | Buy |
+11,177
| New | +$1.62M | 0.73% | 44 |
|
|
2022
Q1 | – | Sell |
-11,338
| Closed | -$1.33M | – | 106 |
|
|
2021
Q4 | $1.33M | Sell |
11,338
-198
| -2% | -$23.2K | 0.51% | 56 |
|
|
2021
Q3 | $1.17M | Buy |
11,536
+30
| +0.3% | +$3.04K | 0.49% | 56 |
|
|
2021
Q2 | $1.21M | Buy |
11,506
+48
| +0.4% | +$5.03K | 0.52% | 53 |
|
|
2021
Q1 | $1.2M | Sell |
11,458
-380
| -3% | -$39.6K | 0.54% | 52 |
|
|
2020
Q4 | $1.08M | Buy |
11,838
+122
| +1% | +$11.1K | 0.54% | 49 |
|
|
2020
Q3 | $844K | Sell |
11,716
-1,546
| -12% | -$111K | 0.48% | 51 |
|
|
2020
Q2 | $1.18M | Buy |
13,262
+1,210
| +10% | +$108K | 0.72% | 40 |
|
|
2020
Q1 | $917K | Sell |
12,052
-337
| -3% | -$25.6K | 0.7% | 41 |
|
|
2019
Q4 | $1.49M | Hold |
12,389
| – | – | 0.91% | 31 |
|
|
2019
Q3 | $1.44M | Sell |
12,389
-115
| -0.9% | -$13.4K | 0.96% | 30 |
|
|
2019
Q2 | $1.55M | Buy |
12,504
+28
| +0.2% | +$3.46K | 1.08% | 28 |
|
|
2019
Q1 | $1.54M | Sell |
12,476
-75
| -0.6% | -$9.24K | 1.15% | 28 |
|
|
2018
Q4 | $1.37M | Sell |
12,551
-205
| -2% | -$22.3K | 1.45% | 19 |
|
|
2018
Q3 | $1.56M | Hold |
12,756
| – | – | 1.4% | 19 |
|
|
2018
Q2 | $1.61M | Buy |
12,756
+40
| +0.3% | +$5.05K | 1.49% | 18 |
|
|
2018
Q1 | $1.51M | Sell |
12,716
-435
| -3% | -$51.7K | 1.46% | 19 |
|
|
2017
Q4 | $1.73M | Buy |
+13,151
| New | +$1.73M | 1.59% | 18 |
|