Baker Tilly 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 | $680K | Sell |
4,750
-567
| -11% | -$81.2K | 0.24% | 93 |
|
|
2025
Q1 | $890K | Buy |
5,317
+1,026
| +24% | +$172K | 0.35% | 67 |
|
|
2024
Q4 | $621K | Sell |
4,291
-267
| -6% | -$38.7K | 0.24% | 98 |
|
|
2024
Q3 | $671K | Sell |
4,558
-371
| -8% | -$54.6K | 0.3% | 84 |
|
|
2024
Q2 | $771K | Sell |
4,929
-6,083
| -55% | -$952K | 0.32% | 77 |
|
|
2024
Q1 | $1.74M | Buy |
11,012
+2,180
| +25% | +$344K | 0.31% | 72 |
|
|
2023
Q4 | $1.32M | Sell |
8,832
-420
| -5% | -$62.7K | 0.22% | 106 |
|
|
2023
Q3 | $1.56M | Sell |
9,252
-331
| -3% | -$55.8K | 0.26% | 84 |
|
|
2023
Q2 | $1.51M | Sell |
9,583
-459
| -5% | -$72.2K | 0.16% | 140 |
|
|
2023
Q1 | $1.64M | Sell |
10,042
-1,441
| -13% | -$235K | 0.18% | 118 |
|
|
2022
Q4 | $2.06M | Buy |
11,483
+1,115
| +11% | +$200K | 0.25% | 92 |
|
|
2022
Q3 | $1.49M | Sell |
10,368
-2,582
| -20% | -$371K | 0.2% | 103 |
|
|
2022
Q2 | $1.88M | Sell |
12,950
-402
| -3% | -$58.2K | 0.25% | 88 |
|
|
2022
Q1 | $2.17M | Sell |
13,352
-1,839
| -12% | -$299K | 0.24% | 87 |
|
|
2021
Q4 | $1.78M | Buy |
15,191
+1,672
| +12% | +$196K | 0.19% | 105 |
|
|
2021
Q3 | $1.37M | Sell |
13,519
-2,916
| -18% | -$296K | 0.18% | 110 |
|
|
2021
Q2 | $1.72M | Buy |
16,435
+1,466
| +10% | +$154K | 0.28% | 81 |
|
|
2021
Q1 | $1.57M | Buy |
14,969
+1,712
| +13% | +$179K | 0.32% | 75 |
|
|
2020
Q4 | $1.12M | Buy |
+13,257
| New | +$1.12M | 0.35% | 72 |
|