Consolidated Capital 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 | – | Sell |
-1,369
| Closed | -$229K | – | 49 |
|
|
2025
Q1 | $229K | Buy |
+1,369
| New | +$229K | 0.1% | 42 |
|
|
2020
Q1 | – | Sell |
-4,249
| Closed | -$512K | – | 35 |
|
|
2019
Q4 | $512K | Sell |
4,249
-4,441
| -51% | -$535K | 0.34% | 33 |
|
|
2019
Q3 | $1.03M | Buy |
8,690
+5
| +0.1% | +$593 | 0.75% | 25 |
|
|
2019
Q2 | $1.08M | Sell |
8,685
-1,813
| -17% | -$226K | 0.72% | 25 |
|
|
2019
Q1 | $1.29M | Buy |
10,498
+1,172
| +13% | +$144K | 0.81% | 25 |
|
|
2018
Q4 | $1.02M | Buy |
9,326
+5,218
| +127% | +$568K | 0.82% | 28 |
|
|
2018
Q3 | $502K | Buy |
4,108
+16
| +0.4% | +$1.96K | 0.33% | 34 |
|
|
2018
Q2 | $517K | Sell |
4,092
-11,165
| -73% | -$1.41M | 0.39% | 35 |
|
|
2018
Q1 | $1.74M | Buy |
15,257
+2,645
| +21% | +$302K | 1.39% | 23 |
|
|
2017
Q4 | $1.58M | Buy |
12,612
+595
| +5% | +$74.5K | 1.63% | 20 |
|
|
2017
Q3 | $1.41M | Sell |
12,017
-916
| -7% | -$108K | 1.81% | 20 |
|
|
2017
Q2 | $1.35M | Buy |
12,933
+159
| +1% | +$16.6K | 2% | 18 |
|
|
2017
Q1 | $1.37M | Buy |
12,774
+10,616
| +492% | +$1.14M | 2.13% | 16 |
|
|
2016
Q4 | $254K | Buy |
+2,158
| New | +$254K | 0.5% | 32 |
|