Carolinas Wealth Consulting’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 |
-2,790
| Closed | -$467K | – | 206 |
|
|
2025
Q1 | $467K | Sell |
2,790
-969
| -26% | -$162K | 0.1% | 109 |
|
|
2024
Q4 | $544K | Sell |
3,759
-333
| -8% | -$48.2K | 0.11% | 99 |
|
|
2024
Q3 | $603K | Buy |
4,092
+54
| +1% | +$7.95K | 0.11% | 98 |
|
|
2024
Q2 | $631K | Buy |
4,038
+459
| +13% | +$71.8K | 0.12% | 91 |
|
|
2024
Q1 | $565K | Sell |
3,579
-16,842
| -82% | -$2.66M | 0.11% | 90 |
|
|
2023
Q4 | $539K | Buy |
20,421
+217
| +1% | +$5.72K | 0.12% | 87 |
|
|
2023
Q3 | $495K | Buy |
20,204
+132
| +0.7% | +$3.23K | 0.12% | 82 |
|
|
2023
Q2 | $512K | Sell |
20,072
-373
| -2% | -$9.52K | 0.1% | 100 |
|
|
2023
Q1 | $591K | Buy |
20,445
+381
| +2% | +$11K | 0.13% | 91 |
|
|
2022
Q4 | $581K | Buy |
20,064
+290
| +1% | +$8.39K | 0.13% | 86 |
|
|
2022
Q3 | $426K | Buy |
19,774
+1,281
| +7% | +$27.6K | 0.11% | 98 |
|
|
2022
Q2 | $425K | Buy |
18,493
+15,715
| +566% | +$361K | 0.11% | 96 |
|
|
2022
Q1 | $452K | Sell |
2,778
-302
| -10% | -$49.1K | 0.1% | 98 |
|
|
2021
Q4 | $361K | Buy |
3,080
+501
| +19% | +$58.7K | 0.08% | 115 |
|
|
2021
Q3 | $262K | Sell |
2,579
-960
| -27% | -$97.5K | 0.06% | 129 |
|
|
2021
Q2 | $371K | Sell |
3,539
-586
| -14% | -$61.4K | 0.08% | 109 |
|
|
2021
Q1 | $432K | Sell |
4,125
-298
| -7% | -$31.2K | 0.11% | 94 |
|
|
2020
Q4 | $374K | Buy |
4,423
+611
| +16% | +$51.7K | 0.1% | 101 |
|
|
2020
Q3 | $274K | Buy |
3,812
+625
| +20% | +$44.9K | 0.09% | 98 |
|
|
2020
Q2 | $284K | Buy |
3,187
+230
| +8% | +$20.5K | 0.11% | 85 |
|
|
2020
Q1 | $215K | Buy |
+2,957
| New | +$215K | 0.12% | 89 |
|