Cahaba 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 | – | Sell |
-1,210
| Closed | -$202K | – | 156 |
|
|
2025
Q1 | $202K | Buy |
+1,210
| New | +$202K | 0.02% | 141 |
|
|
2024
Q2 | – | Sell |
-1,286
| Closed | -$203K | – | 151 |
|
|
2024
Q1 | $203K | Buy |
+1,286
| New | +$203K | 0.02% | 146 |
|
|
2023
Q4 | – | Sell |
-1,364
| Closed | -$230K | – | 143 |
|
|
2023
Q3 | $230K | Sell |
1,364
-48
| -3% | -$8.09K | 0.03% | 130 |
|
|
2023
Q2 | $222K | Buy |
1,412
+58
| +4% | +$9.12K | 0.02% | 136 |
|
|
2023
Q1 | $221K | Buy |
1,354
+26
| +2% | +$4.24K | 0.03% | 135 |
|
|
2022
Q4 | $238K | Buy |
+1,328
| New | +$238K | 0.03% | 127 |
|
|
2019
Q4 | – | Sell |
-1,942
| Closed | -$230K | – | 81 |
|
|
2019
Q3 | $230K | Sell |
1,942
-671
| -26% | -$79.5K | 0.05% | 68 |
|
|
2019
Q2 | $325K | Sell |
2,613
-389
| -13% | -$48.4K | 0.08% | 62 |
|
|
2019
Q1 | $369K | Sell |
3,002
-89
| -3% | -$10.9K | 0.1% | 57 |
|
|
2018
Q4 | $336K | Sell |
3,091
-728
| -19% | -$79.1K | 0.1% | 58 |
|
|
2018
Q3 | $475K | Buy |
3,819
+366
| +11% | +$45.5K | 0.16% | 46 |
|
|
2018
Q2 | $422K | Buy |
+3,453
| New | +$422K | 0.15% | 49 |
|