Elk River 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 | $829K | Hold |
5,792
| – | – | 0.14% | 55 |
|
|
2025
Q1 | $969K | Sell |
5,792
-25
| -0.4% | -$4.18K | 0.18% | 51 |
|
|
2024
Q4 | $843K | Sell |
5,817
-80
| -1% | -$11.6K | 0.15% | 54 |
|
|
2024
Q3 | $868K | Buy |
5,897
+25
| +0.4% | +$3.68K | 0.16% | 54 |
|
|
2024
Q2 | $918K | Sell |
5,872
-172
| -3% | -$26.9K | 0.18% | 50 |
|
|
2024
Q1 | $953K | Buy |
6,044
+172
| +3% | +$27.1K | 0.19% | 51 |
|
|
2023
Q4 | $876K | Sell |
5,872
-350
| -6% | -$52.2K | 0.17% | 57 |
|
|
2023
Q3 | $1.05M | Buy |
6,222
+430
| +7% | +$72.5K | 0.23% | 51 |
|
|
2023
Q2 | $911K | Sell |
5,792
-430
| -7% | -$67.7K | 0.2% | 54 |
|
|
2023
Q1 | $1.02M | Buy |
6,222
+230
| +4% | +$37.5K | 0.23% | 51 |
|
|
2022
Q4 | $1.08M | Buy |
5,992
+126
| +2% | +$22.6K | 0.26% | 55 |
|
|
2022
Q3 | $843K | Hold |
5,866
| – | – | 0.22% | 58 |
|
|
2022
Q2 | $849K | Hold |
5,866
| – | – | 0.21% | 61 |
|
|
2022
Q1 | $955K | Buy |
5,866
+122
| +2% | +$19.9K | 0.21% | 64 |
|
|
2021
Q4 | $674K | Buy |
5,744
+169
| +3% | +$19.8K | 0.15% | 71 |
|
|
2021
Q3 | $566K | Sell |
5,575
-15
| -0.3% | -$1.52K | 0.14% | 78 |
|
|
2021
Q2 | $585K | Sell |
5,590
-702
| -11% | -$73.5K | 0.15% | 75 |
|
|
2021
Q1 | $659K | Hold |
6,292
| – | – | 0.19% | 69 |
|
|
2020
Q4 | $531K | Buy |
+6,292
| New | +$531K | 0.18% | 79 |
|