BCWM LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
33,368
+5,528
| +20% | +$792K | 1.52% | 32 |
|
|
2025
Q1 | $4.66M | Buy |
+27,840
| New | +$4.66M | 1.62% | 28 |
|
|
2022
Q2 | – | Sell |
-32,815
| Closed | -$5.34M | – | 60 |
|
|
2022
Q1 | $5.34M | Sell |
32,815
-4,377
| -12% | -$713K | 1.59% | 29 |
|
|
2021
Q4 | $4.36M | Buy |
37,192
+24
| +0.1% | +$2.82K | 1.28% | 32 |
|
|
2021
Q3 | $3.77M | Buy |
37,168
+574
| +2% | +$58.2K | 1.13% | 36 |
|
|
2021
Q2 | $3.83M | Buy |
36,594
+1,146
| +3% | +$120K | 1.13% | 36 |
|
|
2021
Q1 | $3.72M | Buy |
35,448
+1,944
| +6% | +$204K | 1.1% | 36 |
|
|
2020
Q4 | $2.83M | Buy |
33,504
+806
| +2% | +$68.1K | 0.84% | 51 |
|
|
2020
Q3 | $2.35M | Buy |
32,698
+571
| +2% | +$41.1K | 0.8% | 51 |
|
|
2020
Q2 | $2.87M | Buy |
+32,127
| New | +$2.87M | 1.03% | 45 |
|
|
2015
Q2 | – | Sell |
-2,308
| Closed | -$2.42M | – | 98 |
|
|
2015
Q1 | $2.42M | Buy |
2,308
+500
| +28% | +$525K | 0.11% | 81 |
|
|
2014
Q4 | $2.03M | Hold |
1,808
| – | – | 0.1% | 87 |
|
|
2014
Q3 | $2.16K | Sell |
1,808
-260
| -13% | -$310 | 0.11% | 88 |
|
|
2014
Q2 | $270K | Hold |
2,068
| – | – | 0.14% | 83 |
|
|
2014
Q1 | $246K | Hold |
2,068
| – | – | 0.13% | 79 |
|
|
2013
Q4 | $258K | Hold |
2,068
| – | – | 0.15% | 74 |
|
|
2013
Q3 | $251K | Hold |
2,068
| – | – | 0.15% | 73 |
|
|
2013
Q2 | $245K | Buy |
+2,068
| New | +$245K | 0.15% | 74 |
|