Centric 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 | $3.44M | Buy |
22,223
+2,438
| +12% | +$378K | 0.82% | 36 |
|
|
2025
Q1 | $3.31M | Buy |
19,785
+3,543
| +22% | +$593K | 0.87% | 34 |
|
|
2024
Q4 | $2.35M | Buy |
16,242
+9,296
| +134% | +$1.35M | 0.64% | 48 |
|
|
2024
Q3 | $1.1M | Sell |
6,946
-13
| -0.2% | -$2.05K | 0.29% | 80 |
|
|
2024
Q2 | $1.1M | Sell |
6,959
-186
| -3% | -$29.4K | 0.32% | 67 |
|
|
2024
Q1 | $1.15M | Buy |
7,145
+1,631
| +30% | +$263K | 0.37% | 68 |
|
|
2023
Q4 | $840K | Sell |
5,514
-8,293
| -60% | -$1.26M | 0.28% | 71 |
|
|
2023
Q3 | $2.33M | Buy |
13,807
+560
| +4% | +$94.4K | 0.97% | 28 |
|
|
2023
Q2 | $2.06M | Buy |
13,247
+3,128
| +31% | +$486K | 0.82% | 32 |
|
|
2023
Q1 | $1.65M | Buy |
10,119
+1,223
| +14% | +$200K | 0.72% | 35 |
|
|
2022
Q4 | $1.6M | Buy |
8,896
+170
| +2% | +$30.5K | 0.81% | 33 |
|
|
2022
Q3 | $1.25M | Buy |
8,726
+6,164
| +241% | +$886K | 0.5% | 52 |
|
|
2022
Q2 | $371K | Sell |
2,562
-82
| -3% | -$11.9K | 0.14% | 98 |
|
|
2022
Q1 | $431K | Sell |
2,644
-153
| -5% | -$24.9K | 0.14% | 104 |
|
|
2021
Q4 | $328K | Buy |
2,797
+135
| +5% | +$15.8K | 0.11% | 113 |
|
|
2021
Q3 | $270K | Hold |
2,662
| – | – | 0.1% | 126 |
|
|
2021
Q2 | $279K | Sell |
2,662
-148
| -5% | -$15.5K | 0.1% | 120 |
|
|
2021
Q1 | $294K | Buy |
2,810
+8
| +0.3% | +$837 | 0.08% | 171 |
|
|
2020
Q4 | $237K | Sell |
2,802
-265
| -9% | -$22.4K | 0.07% | 173 |
|
|
2020
Q3 | $344K | Buy |
3,067
+505
| +20% | +$56.6K | 0.26% | 79 |
|
|
2020
Q2 | $229K | Sell |
2,562
-505
| -16% | -$45.1K | 0.12% | 122 |
|
|
2020
Q1 | $344K | Buy |
3,067
+193
| +7% | +$21.6K | 0.26% | 79 |
|
|
2019
Q4 | $346K | Sell |
2,874
-193
| -6% | -$23.2K | 0.28% | 68 |
|
|
2019
Q3 | $344K | Buy |
3,067
+241
| +9% | +$27K | 0.26% | 79 |
|
|
2019
Q2 | $352K | Buy |
2,826
+254
| +10% | +$31.6K | 0.31% | 75 |
|
|
2019
Q1 | $317K | Buy |
2,572
+271
| +12% | +$33.4K | 0.29% | 69 |
|
|
2018
Q4 | $250K | Buy |
+2,301
| New | +$250K | 0.22% | 94 |
|