Chesapeake 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 | $2.12M | Sell |
14,804
-109
| -0.7% | -$15.6K | 0.71% | 43 |
|
2025
Q1 | $2.49M | Sell |
14,913
-541
| -4% | -$90.5K | 0.89% | 35 |
|
2024
Q4 | $2.24M | Sell |
15,454
-478
| -3% | -$69.2K | 0.77% | 44 |
|
2024
Q3 | $2.35M | Sell |
15,932
-197
| -1% | -$29K | 0.8% | 43 |
|
2024
Q2 | $2.52M | Sell |
16,129
-44
| -0.3% | -$6.88K | 0.91% | 36 |
|
2024
Q1 | $2.55M | Sell |
16,173
-346
| -2% | -$54.6K | 0.93% | 35 |
|
2023
Q4 | $2.46M | Sell |
16,519
-1,306
| -7% | -$195K | 0.95% | 31 |
|
2023
Q3 | $3.01M | Sell |
17,825
-557
| -3% | -$93.9K | 1.25% | 22 |
|
2023
Q2 | $2.89M | Sell |
18,382
-221
| -1% | -$34.8K | 1.14% | 23 |
|
2023
Q1 | $3.04M | Buy |
18,603
+156
| +0.8% | +$25.5K | 1.27% | 22 |
|
2022
Q4 | $3.31M | Sell |
18,447
-785
| -4% | -$141K | 1.45% | 14 |
|
2022
Q3 | $2.76M | Buy |
19,232
+309
| +2% | +$44.4K | 1.26% | 19 |
|
2022
Q2 | $2.74M | Sell |
18,923
-53
| -0.3% | -$7.67K | 1.17% | 20 |
|
2022
Q1 | $3.09M | Sell |
18,976
-130
| -0.7% | -$21.2K | 1.12% | 22 |
|
2021
Q4 | $2.24M | Sell |
19,106
-194
| -1% | -$22.8K | 0.75% | 31 |
|
2021
Q3 | $1.96M | Sell |
19,300
-1,322
| -6% | -$134K | 0.7% | 33 |
|
2021
Q2 | $2.16M | Sell |
20,622
-711
| -3% | -$74.5K | 0.7% | 32 |
|
2021
Q1 | $2.24M | Sell |
21,333
-578
| -3% | -$60.6K | 0.75% | 26 |
|
2020
Q4 | $1.85M | Sell |
21,911
-377
| -2% | -$31.8K | 0.63% | 38 |
|
2020
Q3 | $1.61M | Buy |
22,288
+300
| +1% | +$21.6K | 0.6% | 42 |
|
2020
Q2 | $1.96M | Buy |
21,988
+407
| +2% | +$36.3K | 0.78% | 25 |
|
2020
Q1 | $1.56M | Sell |
21,581
-78
| -0.4% | -$5.65K | 0.72% | 31 |
|
2019
Q4 | $2.61M | Sell |
21,659
-1,247
| -5% | -$150K | 1.01% | 20 |
|
2019
Q3 | $2.72M | Buy |
22,906
+811
| +4% | +$96.2K | 1.11% | 19 |
|
2019
Q2 | $2.75M | Buy |
22,095
+547
| +3% | +$68.1K | 1.15% | 17 |
|
2019
Q1 | $2.66M | Buy |
21,548
+519
| +2% | +$63.9K | 1.17% | 15 |
|
2018
Q4 | $2.29M | Buy |
21,029
+387
| +2% | +$42.1K | 1.13% | 15 |
|
2018
Q3 | $2.52M | Sell |
20,642
-308
| -1% | -$37.7K | 1.12% | 19 |
|
2018
Q2 | $2.65M | Buy |
20,950
+3,321
| +19% | +$420K | 1.22% | 17 |
|
2018
Q1 | $2.01M | Buy |
+17,629
| New | +$2.01M | 0.93% | 28 |
|