Empirical Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
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|
2025
Q1 | $7.96M | Sell |
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|
2024
Q4 | $7.5M | Sell |
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|
2024
Q3 | $7.78M | Buy |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $12.9M | Buy |
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|
2023
Q1 | $12.1M | Buy |
|
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $9.97M | Buy |
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|
2022
Q2 | $7.64M | Buy |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $2.33M | Sell |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $2.51M | Sell |
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|
2020
Q1 | $2.1M | Sell |
|
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|
2019
Q4 | $3.58M | Buy |
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|
2019
Q3 | $3.19M | Sell |
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|
2019
Q2 | $3.66M | Buy |
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|
2019
Q1 | $3.21M | Buy |
|
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|
2018
Q4 | $2.44M | Buy |
|
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|
2018
Q3 | $1.76M | Sell |
|
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|
2018
Q2 | $1.92M | Buy |
|
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|
2018
Q1 | $1.43M | Sell |
|
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|
2017
Q4 | $2.09M | Buy |
|
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|
2017
Q3 | $1.86M | Buy |
|
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|
2017
Q2 | $1.12M | Buy |
|
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $1.26M | Buy |
|
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|
2016
Q3 | $1.1M | Buy |
|
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|
2016
Q2 | $996K | Sell |
|
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $976K | Buy |
|
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|
2015
Q3 | $631K | Buy |
|
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|
2015
Q2 | $735K | Buy |
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|
2015
Q1 | $469K | Sell |
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|
2014
Q4 | $551K | Buy |
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|
2014
Q3 | $522K | Buy |
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|
2014
Q2 | $468K | Buy |
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|
2014
Q1 | $377K | Sell |
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|
2013
Q4 | $474K | Buy |
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|
2013
Q3 | $458K | Sell |
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|
2013
Q2 | $475K | Buy |
|