Copperwynd Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
5,825
+169
| +3% | +$24.2K | 0.21% | 92 |
|
|
2025
Q1 | $946K | Buy |
5,656
+607
| +12% | +$102K | 0.26% | 75 |
|
|
2024
Q4 | $731K | Sell |
5,049
-26
| -0.5% | -$3.77K | 0.2% | 84 |
|
|
2024
Q3 | $747K | Sell |
5,075
-35
| -0.7% | -$5.15K | 0.22% | 91 |
|
|
2024
Q2 | $820K | Buy |
5,110
+696
| +16% | +$112K | 0.27% | 70 |
|
|
2024
Q1 | $696K | Sell |
4,414
-1,312
| -23% | -$207K | 0.25% | 83 |
|
|
2023
Q4 | $854K | Buy |
5,726
+232
| +4% | +$34.6K | 0.34% | 48 |
|
|
2023
Q3 | $926K | Sell |
5,494
-148
| -3% | -$25K | 0.43% | 38 |
|
|
2023
Q2 | $888K | Sell |
5,642
-9,316
| -62% | -$1.47M | 0.41% | 48 |
|
|
2023
Q1 | $2.44M | Buy |
14,958
+1,182
| +9% | +$193K | 1.25% | 15 |
|
|
2022
Q4 | $2.47M | Sell |
13,776
-1,165
| -8% | -$209K | 1.39% | 13 |
|
|
2022
Q3 | $2.15M | Sell |
14,941
-310
| -2% | -$44.5K | 1.24% | 18 |
|
|
2022
Q2 | $2.21M | Sell |
15,251
-230
| -1% | -$33.3K | 1.3% | 18 |
|
|
2022
Q1 | $2.52M | Buy |
15,481
+9,217
| +147% | +$1.5M | 1.04% | 21 |
|
|
2021
Q4 | $735K | Buy |
6,264
+873
| +16% | +$102K | 0.28% | 64 |
|
|
2021
Q3 | $547K | Buy |
5,391
+229
| +4% | +$23.2K | 0.23% | 91 |
|
|
2021
Q2 | $541K | Buy |
5,162
+118
| +2% | +$12.4K | 0.23% | 90 |
|
|
2021
Q1 | $529K | Buy |
5,044
+1,570
| +45% | +$165K | 0.24% | 71 |
|
|
2020
Q4 | $293K | Sell |
3,474
-838
| -19% | -$70.7K | 0.14% | 109 |
|
|
2020
Q3 | $310K | Sell |
4,312
-92
| -2% | -$6.61K | 0.16% | 96 |
|
|
2020
Q2 | $393K | Sell |
4,404
-817
| -16% | -$72.9K | 0.23% | 76 |
|
|
2020
Q1 | $378K | Buy |
5,221
+200
| +4% | +$14.5K | 0.18% | 59 |
|
|
2019
Q4 | $605K | Buy |
5,021
+255
| +5% | +$30.7K | 0.32% | 64 |
|
|
2019
Q3 | $581K | Buy |
4,766
+806
| +20% | +$98.3K | 0.33% | 61 |
|
|
2019
Q2 | $493K | Buy |
3,960
+135
| +4% | +$16.8K | 0.28% | 57 |
|
|
2019
Q1 | $471K | Buy |
3,825
+252
| +7% | +$31K | 0.28% | 57 |
|
|
2018
Q4 | $389K | Buy |
3,573
+328
| +10% | +$35.7K | 0.24% | 52 |
|
|
2018
Q3 | $397K | Buy |
3,245
+95
| +3% | +$11.6K | 0.24% | 72 |
|
|
2018
Q2 | $398K | Buy |
3,150
+64
| +2% | +$8.09K | 0.28% | 60 |
|
|
2018
Q1 | $352K | Buy |
3,086
+307
| +11% | +$35K | 0.24% | 68 |
|
|
2017
Q4 | $348K | Buy |
+2,779
| New | +$348K | 0.25% | 68 |
|