Buckley 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 | $17.3M | Buy |
120,625
+3,800
| +3% | +$544K | 5.17% | 4 |
|
|
2025
Q1 | $19.5M | Sell |
116,825
-1,085
| -0.9% | -$182K | 6.08% | 4 |
|
|
2024
Q4 | $17.1M | Buy |
117,910
+1,234
| +1% | +$179K | 5.23% | 4 |
|
|
2024
Q3 | $17.2M | Buy |
116,676
+3,010
| +3% | +$443K | 5.29% | 4 |
|
|
2024
Q2 | $17.8M | Sell |
113,666
-262
| -0.2% | -$41K | 5.64% | 3 |
|
|
2024
Q1 | $18M | Sell |
113,928
-114
| -0.1% | -$18K | 5.76% | 3 |
|
|
2023
Q4 | $17M | Buy |
114,042
+4,685
| +4% | +$699K | 5.91% | 3 |
|
|
2023
Q3 | $18.4M | Sell |
109,357
-3,713
| -3% | -$626K | 6.9% | 3 |
|
|
2023
Q2 | $17.8M | Sell |
113,070
-510
| -0.4% | -$80.2K | 6.05% | 3 |
|
|
2023
Q1 | $18.5M | Sell |
113,580
-909
| -0.8% | -$148K | 6.82% | 3 |
|
|
2022
Q4 | $20.5M | Sell |
114,489
-820
| -0.7% | -$147K | 7.48% | 2 |
|
|
2022
Q3 | $16.6M | Sell |
115,309
-6,724
| -6% | -$966K | 6.11% | 3 |
|
|
2022
Q2 | $17.7M | Sell |
122,033
-11,523
| -9% | -$1.67M | 5.69% | 3 |
|
|
2022
Q1 | $21.7M | Sell |
133,556
-2,107
| -2% | -$343K | 5.89% | 3 |
|
|
2021
Q4 | $15.9M | Sell |
135,663
-2,111
| -2% | -$248K | 4.65% | 3 |
|
|
2021
Q3 | $14M | Buy |
137,774
+13,770
| +11% | +$1.4M | 4.52% | 3 |
|
|
2021
Q2 | $13M | Buy |
124,004
+2,675
| +2% | +$280K | 4.46% | 4 |
|
|
2021
Q1 | $12.7M | Sell |
121,329
-1,962
| -2% | -$206K | 4.71% | 4 |
|
|
2020
Q4 | $10.4M | Buy |
123,291
+1,492
| +1% | +$126K | 4.27% | 4 |
|
|
2020
Q3 | $8.77M | Buy |
121,799
+44,455
| +57% | +$3.2M | 3.94% | 5 |
|
|
2020
Q2 | $6.9M | Sell |
77,344
-625
| -0.8% | -$55.8K | 3.13% | 7 |
|
|
2020
Q1 | $5.65M | Buy |
77,969
+11,572
| +17% | +$839K | 3.07% | 8 |
|
|
2019
Q4 | $8M | Sell |
66,397
-146
| -0.2% | -$17.6K | 3.63% | 6 |
|
|
2019
Q3 | $7.89M | Sell |
66,543
-1,152
| -2% | -$137K | 3.86% | 5 |
|
|
2019
Q2 | $8.42M | Buy |
67,695
+2,607
| +4% | +$324K | 3.94% | 5 |
|
|
2019
Q1 | $8.02M | Sell |
65,088
-2,480
| -4% | -$306K | 3.8% | 5 |
|
|
2018
Q4 | $7.35M | Buy |
67,568
+6,517
| +11% | +$709K | 3.79% | 5 |
|
|
2018
Q3 | $7.47M | Buy |
61,051
+4,295
| +8% | +$525K | 3.26% | 6 |
|
|
2018
Q2 | $7.18M | Sell |
56,756
-218
| -0.4% | -$27.6K | 3.39% | 5 |
|
|
2018
Q1 | $6.5M | Buy |
56,974
+1,195
| +2% | +$136K | 3.21% | 5 |
|
|
2017
Q4 | $6.98M | Buy |
+55,779
| New | +$6.98M | 3.5% | 3 |
|