Campbell Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $856K | Buy |
5,907
+3,807
| +181% | +$552K | 0.08% | 30 |
|
|
2024
Q3 | $309K | Buy |
+2,100
| New | +$309K | 0.03% | 51 |
|
|
2024
Q2 | – | Sell |
-5,027
| Closed | -$793K | – | 55 |
|
|
2024
Q1 | $793K | Buy |
5,027
+1,976
| +65% | +$312K | 0.08% | 31 |
|
|
2023
Q4 | $455K | Sell |
3,051
-8
| -0.3% | -$1.19K | 0.05% | 32 |
|
|
2023
Q3 | $516K | Sell |
3,059
-148
| -5% | -$25K | 0.06% | 36 |
|
|
2023
Q2 | $505K | Buy |
3,207
+369
| +13% | +$58.1K | 0.06% | 35 |
|
|
2023
Q1 | $463K | Sell |
2,838
-9
| -0.3% | -$1.47K | 0.06% | 39 |
|
|
2022
Q4 | $511K | Sell |
2,847
-44
| -2% | -$7.9K | 0.07% | 36 |
|
|
2022
Q3 | $415K | Buy |
+2,891
| New | +$415K | 0.06% | 39 |
|
|
2022
Q2 | – | Sell |
-2,852
| Closed | -$464K | – | 58 |
|
|
2022
Q1 | $464K | Buy |
2,852
+98
| +4% | +$15.9K | 0.06% | 35 |
|
|
2021
Q4 | $323K | Sell |
2,754
-362
| -12% | -$42.5K | 0.04% | 51 |
|
|
2021
Q3 | $316K | Buy |
3,116
+404
| +15% | +$41K | 0.04% | 45 |
|
|
2021
Q2 | $284K | Buy |
2,712
+20
| +0.7% | +$2.09K | 0.04% | 49 |
|
|
2021
Q1 | $282K | Buy |
2,692
+19
| +0.7% | +$1.99K | 0.04% | 46 |
|
|
2020
Q4 | $226K | Sell |
2,673
-278
| -9% | -$23.5K | 0.03% | 57 |
|
|
2020
Q3 | $212K | Buy |
2,951
+531
| +22% | +$38.1K | 0.03% | 54 |
|
|
2020
Q2 | $216K | Buy |
+2,420
| New | +$216K | 0.04% | 49 |
|
|
2020
Q1 | – | Sell |
-2,876
| Closed | -$347K | – | 53 |
|
|
2019
Q4 | $347K | Sell |
2,876
-248
| -8% | -$29.9K | 0.07% | 35 |
|
|
2019
Q3 | $371K | Buy |
3,124
+7
| +0.2% | +$831 | 0.08% | 34 |
|
|
2019
Q2 | $388K | Sell |
3,117
-41
| -1% | -$5.1K | 0.09% | 32 |
|
|
2019
Q1 | $389K | Buy |
3,158
+85
| +3% | +$10.5K | 0.1% | 29 |
|
|
2018
Q4 | $334K | Buy |
+3,073
| New | +$334K | 0.1% | 31 |
|