Darwin 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 | $109K | Buy |
757
+337
| +80% | +$48.3K | 0.04% | 162 |
|
|
2025
Q1 | $61K | Hold |
420
| – | – | 0.02% | 207 |
|
|
2024
Q4 | $61K | Buy |
420
+213
| +103% | +$30.9K | 0.02% | 207 |
|
|
2024
Q3 | $30.5K | Buy |
+207
| New | +$30.5K | 0.01% | 271 |
|
|
2020
Q2 | – | Sell |
-1,898
| Closed | -$137K | – | 278 |
|
|
2020
Q1 | $137K | Buy |
1,898
+199
| +12% | +$14.4K | 0.04% | 158 |
|
|
2019
Q4 | $205K | Sell |
1,699
-19,922
| -92% | -$2.4M | 0.05% | 151 |
|
|
2019
Q3 | $2.56M | Buy |
21,621
+1,726
| +9% | +$205K | 0.76% | 58 |
|
|
2019
Q2 | $2.48M | Buy |
19,895
+1,432
| +8% | +$178K | 0.77% | 57 |
|
|
2019
Q1 | $2.27M | Buy |
+18,463
| New | +$2.27M | 0.75% | 54 |
|
|
2018
Q1 | – | Sell |
-1,749
| Closed | -$219K | – | 129 |
|
|
2017
Q4 | $219K | Buy |
+1,749
| New | +$219K | 0.09% | 149 |
|
|
2017
Q2 | – | Sell |
-2,137
| Closed | -$229K | – | 136 |
|
|
2017
Q1 | $229K | Buy |
2,137
+386
| +22% | +$41.4K | 0.13% | 116 |
|
|
2016
Q4 | $206K | Buy |
+1,751
| New | +$206K | 0.14% | 104 |
|