Brown Miller 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 | $2.34M | Buy |
16,347
+593
| +4% | +$84.9K | 0.73% | 35 |
|
|
2025
Q1 | $2.64M | Buy |
15,754
+3,098
| +24% | +$518K | 0.91% | 32 |
|
|
2024
Q4 | $1.83M | Sell |
12,656
-641
| -5% | -$92.8K | 0.7% | 41 |
|
|
2024
Q3 | $1.96M | Buy |
13,297
+113
| +0.9% | +$16.6K | 0.76% | 41 |
|
|
2024
Q2 | $2.06M | Buy |
13,184
+158
| +1% | +$24.7K | 0.86% | 39 |
|
|
2024
Q1 | $2.05M | Buy |
13,026
+810
| +7% | +$128K | 0.91% | 37 |
|
|
2023
Q4 | $1.82M | Buy |
12,216
+293
| +2% | +$43.7K | 0.91% | 37 |
|
|
2023
Q3 | $2.01M | Buy |
11,923
+142
| +1% | +$23.9K | 1.12% | 28 |
|
|
2023
Q2 | $1.85M | Buy |
11,781
+80
| +0.7% | +$12.6K | 1% | 33 |
|
|
2023
Q1 | $1.91M | Buy |
11,701
+155
| +1% | +$25.3K | 1.13% | 29 |
|
|
2022
Q4 | $2.07M | Sell |
11,546
-19
| -0.2% | -$3.41K | 1.31% | 26 |
|
|
2022
Q3 | $1.66M | Buy |
11,565
+478
| +4% | +$68.7K | 1.18% | 29 |
|
|
2022
Q2 | $1.61M | Sell |
11,087
-199
| -2% | -$28.8K | 1.09% | 29 |
|
|
2022
Q1 | $1.84M | Sell |
11,286
-26
| -0.2% | -$4.23K | 1.06% | 30 |
|
|
2021
Q4 | $1.33M | Buy |
11,312
+10
| +0.1% | +$1.17K | 0.76% | 35 |
|
|
2021
Q3 | $1.15M | Sell |
11,302
-196
| -2% | -$19.9K | 0.72% | 37 |
|
|
2021
Q2 | $1.2M | Sell |
11,498
-152
| -1% | -$15.9K | 0.77% | 35 |
|
|
2021
Q1 | $1.22M | Buy |
11,650
+363
| +3% | +$38K | 0.86% | 31 |
|
|
2020
Q4 | $953K | Buy |
+11,287
| New | +$953K | 0.72% | 42 |
|