Bernardo Wealth Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $867K | Sell |
4,188
-25
| -0.6% | -$4.56K | 0.17% | 57 |
|
|
2025
Q4 | $642K | Buy |
4,213
+212
| +5% | +$32.3K | 0.12% | 68 |
|
|
2025
Q3 | $621K | Buy |
4,001
+151
| +4% | +$23.4K | 0.12% | 67 |
|
|
2025
Q2 | $551K | Buy |
3,850
+57
| +2% | +$8.04K | 0.12% | 69 |
|
|
2025
Q1 | $634K | Sell |
3,793
-34
| -0.9% | -$5.32K | 0.15% | 55 |
|
|
2024
Q4 | $586K | Sell |
3,827
-9
| -0.2% | -$1.38K | 0.14% | 56 |
|
|
2024
Q3 | $580K | Sell |
3,836
-115
| -3% | -$17.1K | 0.14% | 58 |
|
|
2024
Q2 | $618K | Buy |
3,951
+38
| +1% | +$6.06K | 0.17% | 54 |
|
|
2024
Q1 | $617K | Sell |
3,913
-94
| -2% | -$14.2K | 0.17% | 53 |
|
|
2023
Q4 | $598K | Buy |
4,007
+152
| +4% | +$23K | 0.19% | 51 |
|
|
2023
Q3 | $650K | Buy |
3,855
+46
| +1% | +$7.43K | 0.26% | 46 |
|
|
2023
Q2 | $599K | Buy |
3,809
+35
| +0.9% | +$5.61K | 0.24% | 49 |
|
|
2023
Q1 | $616K | Sell |
3,774
-36
| -0.9% | -$6.04K | 0.26% | 48 |
|
|
2022
Q4 | $684K | Sell |
3,810
-24
| -0.6% | -$4.19K | 0.32% | 44 |
|
|
2022
Q3 | $664K | Buy |
3,834
+2
| +0.1% | +$305 | 0.38% | 40 |
|
|
2022
Q2 | $554K | Sell |
3,832
-70
| -2% | -$11.6K | 0.32% | 45 |
|
|
2022
Q1 | $635K | Buy |
3,902
+49
| +1% | +$7.03K | 0.32% | 42 |
|
|
2021
Q4 | $452K | Buy |
3,853
+3
| +0.1% | +$341 | 0.22% | 52 |
|
|
2021
Q3 | $390K | Buy |
3,850
+3
| +0.1% | +$299 | 0.23% | 50 |
|
|
2021
Q2 | $403K | Buy |
3,847
+22
| +0.6% | +$2.32K | 0.24% | 51 |
|
|
2021
Q1 | $400K | Sell |
3,825
-2,578
| -40% | -$252K | 0.25% | 48 |
|
|
2020
Q4 | $540K | Sell |
6,403
-1,905
| -23% | -$154K | 0.21% | 91 |
|
|
2020
Q3 | $598K | Sell |
8,308
-2,891
| -26% | -$243K | 0.27% | 75 |
|
|
2020
Q2 | $999K | Buy |
11,199
+1,213
| +12% | +$109K | 0.54% | 39 |
|
|
2020
Q1 | $723K | Sell |
9,986
-297
| -3% | -$29.3K | 0.5% | 52 |
|
|
2019
Q4 | $1.24M | Buy |
10,283
+425
| +4% | +$50.1K | 0.75% | 35 |
|
|
2019
Q3 | $1.17M | Buy |
9,858
+234
| +2% | +$28.4K | 0.85% | 31 |
|
|
2019
Q2 | $1.2M | Buy |
9,624
+618
| +7% | +$74.7K | 0.94% | 28 |
|
|
2019
Q1 | $1.11M | Buy |
9,006
+577
| +7% | +$68.3K | 0.88% | 30 |
|
|
2018
Q4 | $917K | Buy |
+8,429
| New | +$976K | 0.81% | 32 |
|
Other funds holding CVX
VCM
VPM
