CapWealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.8M | Sell |
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|
2025
Q2 | $28.7M | Buy |
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|
2025
Q1 | $29.2M | Buy |
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|
2024
Q4 | $25.2M | Sell |
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|
2024
Q3 | $25.8M | Buy |
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|
2024
Q2 | $27.2M | Sell |
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|
2024
Q1 | $28M | Sell |
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|
2023
Q4 | $26.6M | Buy |
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|
2023
Q3 | $28.9M | Buy |
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|
2023
Q2 | $26.8M | Buy |
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|
2023
Q1 | $27.6M | Sell |
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|
2022
Q4 | $31.1M | Sell |
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|
2022
Q3 | $25M | Buy |
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|
2022
Q2 | $25M | Buy |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $16.7M | Buy |
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|
2021
Q2 | $16.5M | Buy |
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|
2021
Q1 | $15.7M | Buy |
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|
2020
Q4 | $8.15M | Buy |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $6.34M | Buy |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $8.88M | Sell |
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|
2019
Q3 | $8.96M | Buy |
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|
2019
Q2 | $8.83M | Buy |
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|
2019
Q1 | $8.37M | Buy |
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|
2018
Q4 | $7.35M | Buy |
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|
2018
Q3 | $7.33M | Buy |
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|
2018
Q2 | $6.76M | Buy |
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|
2018
Q1 | $5.99M | Sell |
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|
2017
Q4 | $6.78M | Buy |
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|
2017
Q3 | $6.34M | Sell |
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|
2017
Q2 | $5.66M | Sell |
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|
2017
Q1 | $6.08M | Sell |
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|
2016
Q4 | $6.76M | Buy |
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|
2016
Q3 | $5.87M | Sell |
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|
2016
Q2 | $6.1M | Sell |
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|
2016
Q1 | $5.6M | Buy |
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|
2015
Q4 | $5.16M | Buy |
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|
2015
Q3 | $4.49M | Sell |
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|
2015
Q2 | $6.25M | Buy |
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|
2015
Q1 | $6.72M | Buy |
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|
2014
Q4 | $6.75M | Buy |
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|
2014
Q3 | $7.13M | Buy |
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|
2014
Q2 | $7.78M | Buy |
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|
2014
Q1 | $6.96M | Sell |
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|
2013
Q4 | $7.32M | Sell |
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|
2013
Q3 | $7.75M | Sell |
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|
2013
Q2 | $9.01M | Buy |
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