Austin Private 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 | $1.57M | Buy |
10,963
+302
| +3% | +$43.2K | 0.12% | 90 |
|
|
2025
Q1 | $1.78M | Buy |
10,661
+4,417
| +71% | +$739K | 0.16% | 72 |
|
|
2024
Q4 | $904K | Sell |
6,244
-319
| -5% | -$46.2K | 0.08% | 93 |
|
|
2024
Q3 | $967K | Sell |
6,563
-993
| -13% | -$146K | 0.09% | 81 |
|
|
2024
Q2 | $1.18M | Sell |
7,556
-442
| -6% | -$69.1K | 0.13% | 69 |
|
|
2024
Q1 | $1.28M | Buy |
7,998
+1,027
| +15% | +$165K | 0.15% | 64 |
|
|
2023
Q4 | $1.04M | Sell |
6,971
-519
| -7% | -$77.4K | 0.13% | 64 |
|
|
2023
Q3 | $1.26M | Buy |
7,490
+440
| +6% | +$74.2K | 0.18% | 51 |
|
|
2023
Q2 | $1.11M | Buy |
7,050
+55
| +0.8% | +$8.65K | 0.16% | 51 |
|
|
2023
Q1 | $1.14M | Buy |
6,995
+438
| +7% | +$71.5K | 0.18% | 44 |
|
|
2022
Q4 | $1.18M | Buy |
6,557
+259
| +4% | +$46.5K | 0.21% | 49 |
|
|
2022
Q3 | $905K | Buy |
6,298
+23
| +0.4% | +$3.31K | 0.19% | 49 |
|
|
2022
Q2 | $908K | Sell |
6,275
-67
| -1% | -$9.7K | 0.2% | 47 |
|
|
2022
Q1 | $1.03M | Buy |
6,342
+1,895
| +43% | +$309K | 0.21% | 45 |
|
|
2021
Q4 | $522K | Sell |
4,447
-153
| -3% | -$18K | 0.1% | 72 |
|
|
2021
Q3 | $467K | Buy |
4,600
+618
| +16% | +$62.7K | 0.1% | 73 |
|
|
2021
Q2 | $417K | Buy |
3,982
+39
| +1% | +$4.08K | 0.1% | 78 |
|
|
2021
Q1 | $413K | Buy |
3,943
+68
| +2% | +$7.12K | 0.11% | 67 |
|
|
2020
Q4 | $327K | Sell |
3,875
-56
| -1% | -$4.73K | 0.09% | 79 |
|
|
2020
Q3 | $283K | Sell |
3,931
-547
| -12% | -$39.4K | 0.11% | 68 |
|
|
2020
Q2 | $400K | Sell |
4,478
-301
| -6% | -$26.9K | 0.17% | 50 |
|
|
2020
Q1 | $346K | Buy |
4,779
+373
| +8% | +$27K | 0.21% | 48 |
|
|
2019
Q4 | $531K | Buy |
+4,406
| New | +$531K | 0.28% | 37 |
|