Commonwealth Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
4,559
+135
| +3% | +$19.3K | 0.13% | 96 |
|
|
2025
Q1 | $740K | Buy |
4,424
+603
| +16% | +$101K | 0.15% | 90 |
|
|
2024
Q4 | $553K | Buy |
3,821
+588
| +18% | +$85.2K | 0.11% | 100 |
|
|
2024
Q3 | $484K | Sell |
3,233
-126
| -4% | -$18.9K | 0.1% | 104 |
|
|
2024
Q2 | $518K | Buy |
3,359
+96
| +3% | +$14.8K | 0.11% | 102 |
|
|
2024
Q1 | $487K | Hold |
3,263
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $487K | Buy |
3,263
+14
| +0.4% | +$2.09K | 0.11% | 91 |
|
|
2023
Q3 | $548K | Buy |
+3,249
| New | +$548K | 0.16% | 90 |
|
|
2017
Q1 | $19K | Buy |
178
+20
| +13% | +$2.14K | 0.02% | 150 |
|
|
2016
Q4 | $18K | Hold |
158
| – | – | 0.02% | 142 |
|
|
2016
Q3 | $16K | Hold |
158
| – | – | 0.02% | 138 |
|
|
2016
Q2 | $17K | Buy |
158
+39
| +33% | +$4.2K | 0.02% | 137 |
|
|
2016
Q1 | $11K | Hold |
119
| – | – | 0.02% | 146 |
|
|
2015
Q4 | $11K | Sell |
119
-2,776
| -96% | -$257K | 0.04% | 146 |
|
|
2015
Q3 | $228K | Sell |
2,895
-225
| -7% | -$17.7K | 0.27% | 42 |
|
|
2015
Q2 | $301K | Sell |
3,120
-67
| -2% | -$6.46K | 0.33% | 38 |
|
|
2015
Q1 | $335K | Buy |
3,187
+74
| +2% | +$7.78K | 0.29% | 42 |
|
|
2014
Q4 | $349K | Buy |
+3,113
| New | +$349K | 0.31% | 39 |
|