Atticus 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 | $634K | Buy |
4,428
+56
| +1% | +$8.02K | 0.17% | 76 |
|
|
2025
Q1 | $731K | Hold |
4,372
| – | – | 0.24% | 59 |
|
|
2024
Q4 | $633K | Hold |
4,372
| – | – | 0.2% | 63 |
|
|
2024
Q3 | $644K | Sell |
4,372
-10
| -0.2% | -$1.47K | 0.21% | 60 |
|
|
2024
Q2 | $685K | Sell |
4,382
-15
| -0.3% | -$2.35K | 0.22% | 51 |
|
|
2024
Q1 | $694K | Buy |
4,397
+250
| +6% | +$39.4K | 0.23% | 55 |
|
|
2023
Q4 | $619K | Sell |
4,147
-46
| -1% | -$6.86K | 0.22% | 58 |
|
|
2023
Q3 | $707K | Buy |
4,193
+148
| +4% | +$25K | 0.27% | 53 |
|
|
2023
Q2 | $637K | Sell |
4,045
-106
| -3% | -$16.7K | 0.23% | 59 |
|
|
2023
Q1 | $677K | Buy |
4,151
+122
| +3% | +$19.9K | 0.26% | 59 |
|
|
2022
Q4 | $723K | Buy |
4,029
+274
| +7% | +$49.2K | 0.3% | 60 |
|
|
2022
Q3 | $544K | Hold |
3,755
| – | – | 0.26% | 56 |
|
|
2022
Q2 | $544K | Sell |
3,755
-4
| -0.1% | -$579 | 0.23% | 68 |
|
|
2022
Q1 | $612K | Buy |
3,759
+4
| +0.1% | +$651 | 0.22% | 69 |
|
|
2021
Q4 | $441K | Hold |
3,755
| – | – | 0.17% | 81 |
|
|
2021
Q3 | $381K | Hold |
3,755
| – | – | 0.17% | 74 |
|
|
2021
Q2 | $393K | Hold |
3,755
| – | – | 0.17% | 78 |
|
|
2021
Q1 | $393K | Hold |
3,755
| – | – | 0.19% | 74 |
|
|
2020
Q4 | $317K | Hold |
3,755
| – | – | 0.16% | 78 |
|
|
2020
Q3 | $270K | Sell |
3,755
-157
| -4% | -$11.3K | 0.16% | 72 |
|
|
2020
Q2 | $349K | Buy |
3,912
+32
| +0.8% | +$2.86K | 0.23% | 66 |
|
|
2020
Q1 | $281K | Sell |
3,880
-1,261
| -25% | -$91.3K | 0.23% | 65 |
|
|
2019
Q4 | $620K | Buy |
+5,141
| New | +$620K | 0.4% | 45 |
|