CFM Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.59M | Buy |
17,374
+68
| +0.4% | +$12.4K | 0.54% | 45 |
|
|
2025
Q4 | $2.64M | Sell |
17,306
-3,583
| -17% | -$546K | 0.38% | 52 |
|
|
2025
Q3 | $3.24M | Sell |
20,889
-576
| -3% | -$89.2K | 0.47% | 44 |
|
|
2025
Q2 | $3.07M | Sell |
21,465
-1,425
| -6% | -$201K | 0.49% | 46 |
|
|
2025
Q1 | $3.83M | Buy |
22,890
+798
| +4% | +$125K | 0.68% | 40 |
|
|
2024
Q4 | $3.2M | Buy |
22,092
+436
| +2% | +$66.7K | 0.54% | 44 |
|
|
2024
Q3 | $3.19M | Buy |
21,656
+1,273
| +6% | +$189K | 0.56% | 44 |
|
|
2024
Q2 | $3.19M | Buy |
20,383
+1,434
| +8% | +$229K | 0.59% | 40 |
|
|
2024
Q1 | $2.99M | Buy |
18,949
+849
| +5% | +$128K | 0.6% | 43 |
|
|
2023
Q4 | $2.7M | Buy |
18,100
+710
| +4% | +$107K | 0.61% | 46 |
|
|
2023
Q3 | $2.93M | Buy |
17,390
+879
| +5% | +$142K | 0.77% | 37 |
|
|
2023
Q2 | $2.6M | Sell |
16,511
-366
| -2% | -$58.7K | 0.63% | 43 |
|
|
2023
Q1 | $2.75M | Buy |
16,877
+174
| +1% | +$29.2K | 0.74% | 40 |
|
|
2022
Q4 | $3M | Sell |
16,703
-143
| -0.8% | -$25K | 0.9% | 33 |
|
|
2022
Q3 | $2.42M | Buy |
16,846
+937
| +6% | +$143K | 0.77% | 38 |
|
|
2022
Q2 | $2.3M | Buy |
15,909
+407
| +3% | +$67.3K | 0.69% | 39 |
|
|
2022
Q1 | $2.52M | Buy |
15,502
+622
| +4% | +$89.2K | 0.6% | 44 |
|
|
2021
Q4 | $1.77M | Buy |
14,880
+1,623
| +12% | +$184K | 0.4% | 60 |
|
|
2021
Q3 | $1.34M | Hold |
13,257
| – | – | 0.34% | 62 |
|
|
2021
Q2 | $1.39M | Sell |
13,257
-171
| -1% | -$18.1K | 0.37% | 59 |
|
|
2021
Q1 | $1.41M | Sell |
13,428
-334
| -2% | -$32.6K | 0.42% | 57 |
|
|
2020
Q4 | $1.16M | Sell |
13,762
-113
| -0.8% | -$9.15K | 0.37% | 59 |
|
|
2020
Q3 | $999K | Sell |
13,875
-220
| -2% | -$18.5K | 0.36% | 57 |
|
|
2020
Q2 | $1.26M | Sell |
14,095
-2,101
| -13% | -$188K | 0.48% | 49 |
|
|
2020
Q1 | $1.17M | Sell |
16,196
-175
| -1% | -$17.3K | 0.55% | 45 |
|
|
2019
Q4 | $1.91M | Buy |
+16,371
| New | +$1.93M | 0.71% | 37 |
|
Other funds holding CVX
VCM
VPM
