Doyle Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.8M | Buy |
89,263
+12
| +0% | +$1.72K | 1.1% | 37 |
|
|
2022
Q2 | $12.9M | Sell |
89,251
-3,237
| -3% | -$469K | 1.04% | 40 |
|
|
2022
Q1 | $15.1M | Sell |
92,488
-1,430
| -2% | -$233K | 1.09% | 38 |
|
|
2021
Q4 | $11M | Sell |
93,918
-695
| -0.7% | -$81.6K | 0.79% | 50 |
|
|
2021
Q3 | $9.6M | Buy |
94,613
+1,618
| +2% | +$164K | 0.76% | 52 |
|
|
2021
Q2 | $9.74M | Buy |
92,995
+1,516
| +2% | +$159K | 0.81% | 50 |
|
|
2021
Q1 | $9.59M | Sell |
91,479
-1,061
| -1% | -$111K | 0.92% | 42 |
|
|
2020
Q4 | $7.82M | Sell |
92,540
-15,393
| -14% | -$1.3M | 0.79% | 48 |
|
|
2020
Q3 | $7.77M | Sell |
107,933
-3,787
| -3% | -$273K | 0.9% | 41 |
|
|
2020
Q2 | $9.97M | Sell |
111,720
-31,197
| -22% | -$2.78M | 1.31% | 37 |
|
|
2020
Q1 | $10.4M | Sell |
142,917
-21,619
| -13% | -$1.57M | 1.65% | 31 |
|
|
2019
Q4 | $19.8M | Buy |
164,536
+3,989
| +2% | +$481K | 2.48% | 8 |
|
|
2019
Q3 | $19M | Buy |
160,547
+532
| +0.3% | +$63.1K | 2.63% | 7 |
|
|
2019
Q2 | $19.9M | Sell |
160,015
-1,043
| -0.6% | -$130K | 2.75% | 6 |
|
|
2019
Q1 | $19.6M | Buy |
161,058
+707
| +0.4% | +$86.2K | 2.86% | 7 |
|
|
2018
Q4 | $17.4M | Sell |
160,351
-3,197
| -2% | -$348K | 2.94% | 8 |
|
|
2018
Q3 | $20M | Buy |
163,548
+2,998
| +2% | +$367K | 3.11% | 6 |
|
|
2018
Q2 | $20.3M | Buy |
160,550
+9,032
| +6% | +$1.14M | 3.35% | 3 |
|
|
2018
Q1 | $17.3M | Buy |
151,518
+21,558
| +17% | +$2.46M | 2.91% | 8 |
|
|
2017
Q4 | $16.3M | Buy |
129,960
+1,879
| +1% | +$235K | 2.75% | 10 |
|
|
2017
Q3 | $15.1M | Buy |
128,081
+1,934
| +2% | +$227K | 2.63% | 12 |
|
|
2017
Q2 | $13.2M | Buy |
126,147
+3,393
| +3% | +$354K | 2.44% | 12 |
|
|
2017
Q1 | $13.2M | Buy |
+122,754
| New | +$13.2M | 2.69% | 11 |
|