Elmwood 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 | $439K | Hold |
3,068
| – | – | 0.17% | 100 |
|
|
2025
Q1 | $513K | Sell |
3,068
-350
| -10% | -$58.6K | 0.21% | 94 |
|
|
2024
Q4 | $495K | Buy |
3,418
+11
| +0.3% | +$1.59K | 0.2% | 94 |
|
|
2024
Q3 | $502K | Hold |
3,407
| – | – | 0.21% | 95 |
|
|
2024
Q2 | $533K | Hold |
3,407
| – | – | 0.24% | 91 |
|
|
2024
Q1 | $537K | Buy |
3,407
+256
| +8% | +$40.4K | 0.23% | 93 |
|
|
2023
Q4 | $470K | Sell |
3,151
-258
| -8% | -$38.5K | 0.33% | 74 |
|
|
2023
Q3 | $575K | Buy |
3,409
+5
| +0.1% | +$843 | 0.28% | 90 |
|
|
2023
Q2 | $536K | Buy |
3,404
+1
| +0% | +$157 | 0.25% | 90 |
|
|
2023
Q1 | $555K | Buy |
3,403
+1
| +0% | +$163 | 0.26% | 90 |
|
|
2022
Q4 | $611K | Buy |
3,402
+151
| +5% | +$27.1K | 0.3% | 90 |
|
|
2022
Q3 | $467K | Buy |
3,251
+126
| +4% | +$18.1K | 0.23% | 91 |
|
|
2022
Q2 | $452K | Buy |
3,125
+1
| +0% | +$145 | 0.26% | 89 |
|
|
2022
Q1 | $509K | Sell |
3,124
-529
| -14% | -$86.2K | 0.26% | 86 |
|
|
2021
Q4 | $429K | Buy |
+3,653
| New | +$429K | 0.2% | 90 |
|
|
2021
Q2 | $385K | Buy |
3,672
+277
| +8% | +$29K | 0.2% | 86 |
|
|
2021
Q1 | $356K | Buy |
+3,395
| New | +$356K | 0.22% | 84 |
|
|
2020
Q3 | $307K | Hold |
3,445
| – | – | 0.25% | 78 |
|
|
2020
Q2 | $307K | Sell |
3,445
-8,245
| -71% | -$735K | 0.25% | 78 |
|
|
2020
Q1 | $1.33M | Buy |
11,690
+22
| +0.2% | +$2.51K | 1.27% | 25 |
|
|
2019
Q4 | $1.41M | Buy |
11,668
+259
| +2% | +$31.2K | 1.22% | 24 |
|
|
2019
Q3 | $1.35M | Buy |
11,409
+776
| +7% | +$92K | 1.37% | 25 |
|
|
2019
Q2 | $1.32M | Sell |
10,633
-29
| -0.3% | -$3.61K | 1.17% | 28 |
|
|
2019
Q1 | $1.31M | Sell |
10,662
-645
| -6% | -$79.4K | 1.21% | 28 |
|
|
2018
Q4 | $1.23M | Hold |
11,307
| – | – | 1.19% | 26 |
|
|
2018
Q3 | $1.38M | Sell |
11,307
-59
| -0.5% | -$7.22K | 1.15% | 28 |
|
|
2018
Q2 | $1.44M | Sell |
11,366
-324
| -3% | -$41K | 1.31% | 23 |
|
|
2018
Q1 | $1.33M | Buy |
+11,690
| New | +$1.33M | 1.27% | 25 |
|