Badgley Phelps Wealth Managers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
130,502
-1,022
| -0.8% | -$146K | 0.41% | 65 |
|
|
2025
Q1 | $22M | Sell |
131,524
-5,271
| -4% | -$882K | 0.53% | 51 |
|
|
2024
Q4 | $19.8M | Sell |
136,795
-1,612
| -1% | -$233K | 0.46% | 62 |
|
|
2024
Q3 | $20.4M | Sell |
138,407
-50,997
| -27% | -$7.51M | 0.47% | 64 |
|
|
2024
Q2 | $29.6M | Buy |
189,404
+425
| +0.2% | +$66.5K | 0.73% | 36 |
|
|
2024
Q1 | $29.8M | Sell |
188,979
-6,758
| -3% | -$1.07M | 0.75% | 37 |
|
|
2023
Q4 | $29.2M | Sell |
195,737
-52,992
| -21% | -$7.9M | 0.8% | 37 |
|
|
2023
Q3 | $41.9M | Buy |
248,729
+7,285
| +3% | +$1.23M | 1.43% | 16 |
|
|
2023
Q2 | $38M | Buy |
241,444
+11,779
| +5% | +$1.85M | 1.26% | 19 |
|
|
2023
Q1 | $37.5M | Buy |
229,665
+3,333
| +1% | +$544K | 1.38% | 16 |
|
|
2022
Q4 | $40.6M | Buy |
226,332
+3,756
| +2% | +$674K | 1.63% | 11 |
|
|
2022
Q3 | $32M | Buy |
222,576
+5,319
| +2% | +$764K | 1.37% | 16 |
|
|
2022
Q2 | $31.5M | Buy |
217,257
+1,184
| +0.5% | +$171K | 1.29% | 19 |
|
|
2022
Q1 | $35.2M | Buy |
216,073
+2,391
| +1% | +$389K | 1.22% | 23 |
|
|
2021
Q4 | $25.1M | Buy |
213,682
+7,366
| +4% | +$864K | 0.81% | 41 |
|
|
2021
Q3 | $20.9M | Buy |
+206,316
| New | +$20.9M | 0.76% | 43 |
|