Eads & Heald 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 | $1.92M | Buy |
13,390
+839
| +7% | +$120K | 0.95% | 41 |
|
|
2025
Q1 | $2.1M | Sell |
12,551
-279
| -2% | -$46.7K | 1.07% | 35 |
|
|
2024
Q4 | $1.86M | Buy |
12,830
+791
| +7% | +$115K | 0.91% | 44 |
|
|
2024
Q3 | $1.77M | Sell |
12,039
-641
| -5% | -$94.4K | 0.84% | 50 |
|
|
2024
Q2 | $1.98M | Sell |
12,680
-417
| -3% | -$65.2K | 0.96% | 46 |
|
|
2024
Q1 | $2.07M | Sell |
13,097
-864
| -6% | -$136K | 0.96% | 42 |
|
|
2023
Q4 | $2.08M | Sell |
13,961
-1,233
| -8% | -$184K | 1% | 39 |
|
|
2023
Q3 | $2.56M | Sell |
15,194
-11
| -0.1% | -$1.86K | 1.34% | 18 |
|
|
2023
Q2 | $2.39M | Sell |
15,205
-506
| -3% | -$79.6K | 1.18% | 27 |
|
|
2023
Q1 | $2.56M | Buy |
15,711
+410
| +3% | +$66.9K | 1.27% | 23 |
|
|
2022
Q4 | $2.75M | Sell |
15,301
-776
| -5% | -$139K | 1.4% | 12 |
|
|
2022
Q3 | $2.31M | Buy |
16,077
+351
| +2% | +$50.4K | 1.31% | 14 |
|
|
2022
Q2 | $2.28M | Buy |
15,726
+505
| +3% | +$73.1K | 1.23% | 20 |
|
|
2022
Q1 | $2.48M | Buy |
15,221
+1,267
| +9% | +$206K | 1.15% | 29 |
|
|
2021
Q4 | $1.64M | Buy |
13,954
+307
| +2% | +$36K | 0.71% | 66 |
|
|
2021
Q3 | $1.38M | Sell |
13,647
-245
| -2% | -$24.8K | 0.67% | 74 |
|
|
2021
Q2 | $1.46M | Sell |
13,892
-141
| -1% | -$14.8K | 0.71% | 70 |
|
|
2021
Q1 | $1.47M | Buy |
14,033
+1,299
| +10% | +$136K | 0.76% | 70 |
|
|
2020
Q4 | $1.08M | Sell |
12,734
-342
| -3% | -$28.9K | 0.58% | 78 |
|
|
2020
Q3 | $941K | Sell |
13,076
-3,002
| -19% | -$216K | 0.56% | 78 |
|
|
2020
Q2 | $1.44M | Sell |
16,078
-377
| -2% | -$33.6K | 0.87% | 57 |
|
|
2020
Q1 | $1.19M | Sell |
16,455
-579
| -3% | -$41.9K | 0.84% | 56 |
|
|
2019
Q4 | $2.05M | Buy |
17,034
+767
| +5% | +$92.4K | 1.09% | 39 |
|
|
2019
Q3 | $1.93M | Sell |
16,267
-74
| -0.5% | -$8.78K | 1.08% | 43 |
|
|
2019
Q2 | $2.03M | Sell |
16,341
-170
| -1% | -$21.2K | 1.15% | 35 |
|
|
2019
Q1 | $2.03M | Sell |
16,511
-51
| -0.3% | -$6.28K | 1.18% | 32 |
|
|
2018
Q4 | $1.8M | Sell |
16,562
-72
| -0.4% | -$7.83K | 1.2% | 33 |
|
|
2018
Q3 | $2.03M | Buy |
16,634
+551
| +3% | +$67.4K | 1.17% | 35 |
|
|
2018
Q2 | $2.03M | Buy |
16,083
+43
| +0.3% | +$5.44K | 1.25% | 24 |
|
|
2018
Q1 | $1.83M | Sell |
16,040
-1,277
| -7% | -$146K | 1.16% | 36 |
|
|
2017
Q4 | $2.17M | Buy |
17,317
+53
| +0.3% | +$6.64K | 1.28% | 19 |
|
|
2017
Q3 | $2.03M | Sell |
17,264
-100
| -0.6% | -$11.8K | 1.26% | 19 |
|
|
2017
Q2 | $1.81M | Sell |
17,364
-492
| -3% | -$51.3K | 1.16% | 34 |
|
|
2017
Q1 | $1.92M | Sell |
17,856
-387
| -2% | -$41.5K | 1.24% | 27 |
|
|
2016
Q4 | $2.15M | Buy |
18,243
+74
| +0.4% | +$8.71K | 1.46% | 5 |
|
|
2016
Q3 | $1.87M | Sell |
18,169
-22
| -0.1% | -$2.26K | 1.29% | 19 |
|
|
2016
Q2 | $1.91M | Buy |
18,191
+48
| +0.3% | +$5.03K | 1.31% | 16 |
|
|
2016
Q1 | $1.73M | Buy |
18,143
+675
| +4% | +$64.4K | 1.2% | 30 |
|
|
2015
Q4 | $1.57M | Sell |
17,468
-610
| -3% | -$54.9K | 1.09% | 35 |
|
|
2015
Q3 | $1.43M | Sell |
18,078
-302
| -2% | -$23.8K | 1.02% | 40 |
|
|
2015
Q2 | $1.77M | Buy |
18,380
+1,307
| +8% | +$126K | 1.17% | 31 |
|
|
2015
Q1 | $1.79M | Buy |
17,073
+364
| +2% | +$38.2K | 1.15% | 32 |
|
|
2014
Q4 | $1.87M | Buy |
16,709
+1,202
| +8% | +$135K | 1.19% | 31 |
|
|
2014
Q3 | $1.85M | Sell |
15,507
-490
| -3% | -$58.5K | 1.25% | 30 |
|
|
2014
Q2 | $2.09M | Sell |
15,997
-637
| -4% | -$83.1K | 1.39% | 21 |
|
|
2014
Q1 | $1.98M | Buy |
16,634
+386
| +2% | +$45.9K | 1.3% | 31 |
|
|
2013
Q4 | $2.03M | Sell |
16,248
-2
| -0% | -$250 | 1.35% | 27 |
|
|
2013
Q3 | $1.97M | Sell |
16,250
-1,138
| -7% | -$138K | 1.41% | 19 |
|
|
2013
Q2 | $2.06M | Buy |
+17,388
| New | +$2.06M | 1.46% | 19 |
|