Element Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
7,874
+255
| +3% | +$36.5K | 0.52% | 47 |
|
|
2025
Q1 | $1.27M | Buy |
7,619
+24
| +0.3% | +$4.02K | 0.68% | 33 |
|
|
2024
Q4 | $1.1M | Sell |
7,595
-29
| -0.4% | -$4.2K | 0.58% | 35 |
|
|
2024
Q3 | $1.12M | Buy |
7,624
+210
| +3% | +$30.9K | 0.59% | 34 |
|
|
2024
Q2 | $1.16M | Buy |
7,414
+197
| +3% | +$30.8K | 0.65% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
7,217
-154
| -2% | -$24.3K | 0.67% | 31 |
|
|
2023
Q4 | $1.1M | Sell |
7,371
-228
| -3% | -$34K | 0.69% | 28 |
|
|
2023
Q3 | $1.28M | Buy |
7,599
+262
| +4% | +$44.2K | 0.92% | 20 |
|
|
2023
Q2 | $1.15M | Sell |
7,337
-53
| -0.7% | -$8.34K | 0.8% | 26 |
|
|
2023
Q1 | $1.21M | Buy |
7,390
+56
| +0.8% | +$9.14K | 0.9% | 22 |
|
|
2022
Q4 | $1.32M | Sell |
7,334
-197
| -3% | -$35.4K | 1.08% | 18 |
|
|
2022
Q3 | $1.08M | Buy |
7,531
+5
| +0.1% | +$718 | 1% | 19 |
|
|
2022
Q2 | $1.09M | Buy |
7,526
+246
| +3% | +$35.6K | 1.08% | 19 |
|
|
2022
Q1 | $1.19M | Sell |
7,280
-10,271
| -59% | -$1.67M | 0.95% | 20 |
|
|
2021
Q4 | $2.06M | Buy |
17,551
+68
| +0.4% | +$7.98K | 1.55% | 16 |
|
|
2021
Q3 | $1.77M | Sell |
17,483
-600
| -3% | -$60.9K | 1.41% | 17 |
|
|
2021
Q2 | $1.89M | Buy |
18,083
+11,036
| +157% | +$1.16M | 1.48% | 18 |
|
|
2021
Q1 | $739K | Buy |
7,047
+322
| +5% | +$33.8K | 0.61% | 24 |
|
|
2020
Q4 | $568K | Buy |
6,725
+166
| +3% | +$14K | 0.53% | 33 |
|
|
2020
Q3 | $472K | Buy |
6,559
+72
| +1% | +$5.18K | 0.5% | 35 |
|
|
2020
Q2 | $579K | Buy |
6,487
+978
| +18% | +$87.3K | 0.66% | 26 |
|
|
2020
Q1 | $399K | Buy |
5,509
+3,182
| +137% | +$230K | 0.55% | 35 |
|
|
2019
Q4 | $280K | Buy |
+2,327
| New | +$280K | 0.29% | 59 |
|