Cassaday & Co 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 | $2.01M | Sell |
14,007
-241
| -2% | -$34.5K | 0.05% | 79 |
|
|
2025
Q1 | $2.38M | Buy |
14,248
+12
| +0.1% | +$2.01K | 0.07% | 62 |
|
|
2024
Q4 | $2.06M | Sell |
14,236
-105
| -0.7% | -$15.2K | 0.06% | 70 |
|
|
2024
Q3 | $2.11M | Sell |
14,341
-481
| -3% | -$70.8K | 0.06% | 68 |
|
|
2024
Q2 | $2.32M | Sell |
14,822
-615
| -4% | -$96.2K | 0.07% | 55 |
|
|
2024
Q1 | $2.44M | Buy |
15,437
+53
| +0.3% | +$8.36K | 0.08% | 54 |
|
|
2023
Q4 | $2.29M | Buy |
15,384
+283
| +2% | +$42.2K | 0.08% | 54 |
|
|
2023
Q3 | $2.55M | Buy |
15,101
+278
| +2% | +$46.9K | 0.11% | 46 |
|
|
2023
Q2 | $2.33M | Buy |
14,823
+86
| +0.6% | +$13.5K | 0.09% | 48 |
|
|
2023
Q1 | $2.4M | Sell |
14,737
-245
| -2% | -$40K | 0.1% | 45 |
|
|
2022
Q4 | $2.69M | Buy |
+14,982
| New | +$2.69M | 0.12% | 39 |
|