BSW Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
4,557
-57
| -1% | -$8.16K | 0.09% | 129 |
|
|
2025
Q1 | $772K | Sell |
4,614
-337
| -7% | -$56.4K | 0.12% | 105 |
|
|
2024
Q4 | $717K | Buy |
4,951
+754
| +18% | +$109K | 0.11% | 115 |
|
|
2024
Q3 | $618K | Buy |
4,197
+526
| +14% | +$77.5K | 0.09% | 121 |
|
|
2024
Q2 | $574K | Sell |
3,671
-17
| -0.5% | -$2.66K | 0.09% | 120 |
|
|
2024
Q1 | $582K | Buy |
3,688
+66
| +2% | +$10.4K | 0.1% | 122 |
|
|
2023
Q4 | $540K | Sell |
3,622
-8
| -0.2% | -$1.19K | 0.11% | 114 |
|
|
2023
Q3 | $612K | Sell |
3,630
-94
| -3% | -$15.9K | 0.14% | 91 |
|
|
2023
Q2 | $586K | Sell |
3,724
-14
| -0.4% | -$2.2K | 0.12% | 99 |
|
|
2023
Q1 | $610K | Buy |
3,738
+101
| +3% | +$16.5K | 0.12% | 115 |
|
|
2022
Q4 | $653K | Buy |
3,637
+1
| +0% | +$180 | 0.14% | 109 |
|
|
2022
Q3 | $522K | Buy |
3,636
+67
| +2% | +$9.62K | 0.13% | 112 |
|
|
2022
Q2 | $517K | Buy |
3,569
+208
| +6% | +$30.1K | 0.12% | 115 |
|
|
2022
Q1 | $547K | Sell |
3,361
-36
| -1% | -$5.86K | 0.14% | 114 |
|
|
2021
Q4 | $399K | Buy |
3,397
+76
| +2% | +$8.93K | 0.1% | 147 |
|
|
2021
Q3 | $337K | Hold |
3,321
| – | – | 0.09% | 157 |
|
|
2021
Q2 | $348K | Hold |
3,321
| – | – | 0.1% | 153 |
|
|
2021
Q1 | $348K | Hold |
3,321
| – | – | 0.1% | 124 |
|
|
2020
Q4 | $280K | Hold |
3,321
| – | – | 0.09% | 132 |
|
|
2020
Q3 | $239K | Sell |
3,321
-1,857
| -36% | -$134K | 0.09% | 117 |
|
|
2020
Q2 | $462K | Sell |
5,178
-14
| -0.3% | -$1.25K | 0.15% | 70 |
|
|
2020
Q1 | $376K | Buy |
5,192
+557
| +12% | +$40.3K | 0.16% | 68 |
|
|
2019
Q4 | $559K | Sell |
4,635
-8
| -0.2% | -$965 | 0.19% | 51 |
|
|
2019
Q3 | $551K | Buy |
4,643
+134
| +3% | +$15.9K | 0.21% | 44 |
|
|
2019
Q2 | $561K | Sell |
4,509
-34
| -0.7% | -$4.23K | 0.21% | 48 |
|
|
2019
Q1 | $560K | Hold |
4,543
| – | – | 0.22% | 46 |
|
|
2018
Q4 | $494K | Sell |
4,543
-649
| -13% | -$70.6K | 0.19% | 50 |
|
|
2018
Q3 | $635K | Sell |
5,192
-838
| -14% | -$102K | 0.24% | 40 |
|
|
2018
Q2 | $762K | Sell |
6,030
-36
| -0.6% | -$4.55K | 0.33% | 36 |
|
|
2018
Q1 | $692K | Sell |
6,066
-27
| -0.4% | -$3.08K | 0.31% | 35 |
|
|
2017
Q4 | $763K | Sell |
6,093
-29
| -0.5% | -$3.63K | 0.32% | 36 |
|
|
2017
Q3 | $719K | Buy |
6,122
+230
| +4% | +$27K | 0.31% | 34 |
|
|
2017
Q2 | $615K | Buy |
5,892
+48
| +0.8% | +$5.01K | 0.28% | 34 |
|
|
2017
Q1 | $627K | Sell |
5,844
-73
| -1% | -$7.83K | 0.31% | 31 |
|
|
2016
Q4 | $697K | Buy |
5,917
+5,313
| +880% | +$626K | 0.36% | 31 |
|
|
2016
Q3 | $5.87K | Sell |
604
-5,219
| -90% | -$50.7K | 0.2% | 43 |
|
|
2016
Q2 | $610K | Hold |
5,823
| – | – | 0.34% | 31 |
|
|
2016
Q1 | $556K | Sell |
5,823
-1,039
| -15% | -$99.2K | 0.31% | 35 |
|
|
2015
Q4 | $617K | Buy |
6,862
+5
| +0.1% | +$450 | 0.31% | 35 |
|
|
2015
Q3 | $541K | Buy |
6,857
+3,252
| +90% | +$257K | 0.32% | 35 |
|
|
2015
Q2 | $348K | Buy |
3,605
+1,109
| +44% | +$107K | 0.22% | 39 |
|
|
2015
Q1 | $262K | Sell |
2,496
-3,999
| -62% | -$420K | 0.17% | 45 |
|
|
2014
Q4 | $729K | Sell |
6,495
-38
| -0.6% | -$4.27K | 0.59% | 24 |
|
|
2014
Q3 | $779K | Buy |
6,533
+4,234
| +184% | +$505K | 0.61% | 20 |
|
|
2014
Q2 | $300K | Buy |
2,299
+1
| +0% | +$130 | 0.24% | 39 |
|
|
2014
Q1 | $273K | Sell |
2,298
-4,033
| -64% | -$479K | 0.22% | 40 |
|
|
2013
Q4 | $791K | Sell |
6,331
-101
| -2% | -$12.6K | 0.63% | 19 |
|
|
2013
Q3 | $781K | Buy |
6,432
+1
| +0% | +$121 | 0.68% | 17 |
|
|
2013
Q2 | $761K | Buy |
+6,431
| New | +$761K | 0.67% | 20 |
|