Cordatus 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 | $2.82M | Sell |
19,671
-52
| -0.3% | -$7.45K | 0.69% | 44 |
|
|
2025
Q1 | $3.3M | Buy |
19,723
+76
| +0.4% | +$12.7K | 0.91% | 32 |
|
|
2024
Q4 | $2.85M | Buy |
19,647
+763
| +4% | +$111K | 0.75% | 40 |
|
|
2024
Q3 | $2.78M | Buy |
18,884
+90
| +0.5% | +$13.3K | 1% | 29 |
|
|
2024
Q2 | $2.94M | Buy |
+18,794
| New | +$2.94M | 1.1% | 22 |
|
|
2023
Q3 | – | Sell |
-19,373
| Closed | -$3.05M | – | 82 |
|
|
2023
Q2 | $3.05M | Buy |
+19,373
| New | +$3.05M | 1.15% | 26 |
|
|
2022
Q4 | – | Sell |
-36,451
| Closed | -$5.24M | – | 59 |
|
|
2022
Q3 | $5.24M | Buy |
36,451
+21,005
| +136% | +$3.02M | 5.52% | 2 |
|
|
2022
Q2 | $2.24M | Buy |
15,446
+317
| +2% | +$45.9K | 1.04% | 31 |
|
|
2022
Q1 | $2.46M | Sell |
15,129
-31
| -0.2% | -$5.05K | 0.87% | 32 |
|
|
2021
Q4 | $1.78M | Buy |
+15,160
| New | +$1.78M | 0.52% | 74 |
|
|
2021
Q1 | $1.92M | Buy |
18,366
+4,947
| +37% | +$518K | 0.74% | 48 |
|
|
2020
Q4 | $1.13M | Sell |
13,419
-195
| -1% | -$16.5K | 0.48% | 79 |
|
|
2020
Q3 | $980K | Sell |
13,614
-930
| -6% | -$66.9K | 0.47% | 81 |
|
|
2020
Q2 | $1.3M | Buy |
14,544
+197
| +1% | +$17.6K | 0.71% | 56 |
|
|
2020
Q1 | $1.04M | Buy |
14,347
+6,993
| +95% | +$507K | 0.75% | 54 |
|
|
2019
Q4 | $886K | Buy |
7,354
+1,446
| +24% | +$174K | 0.44% | 84 |
|
|
2019
Q3 | $701K | Buy |
5,908
+686
| +13% | +$81.4K | 0.37% | 92 |
|
|
2019
Q2 | $650K | Buy |
5,222
+184
| +4% | +$22.9K | 0.38% | 85 |
|
|
2019
Q1 | $621K | Buy |
5,038
+693
| +16% | +$85.4K | 0.34% | 91 |
|
|
2018
Q4 | $473K | Buy |
+4,345
| New | +$473K | 0.34% | 72 |
|