EWM
Empirical Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
49,955
+2,396
| +5% | +$343K | 0.16% | 105 |
|
|
2025
Q1 | $7.96M | Sell |
47,559
-4,230
| -8% | -$708K | 0.2% | 97 |
|
|
2024
Q4 | $7.5M | Sell |
51,789
-1,057
| -2% | -$153K | 0.2% | 96 |
|
|
2024
Q3 | $7.78M | Buy |
52,846
+17,268
| +49% | +$2.54M | 0.22% | 92 |
|
|
2024
Q2 | $5.57M | Buy |
35,578
+2,386
| +7% | +$373K | 0.16% | 105 |
|
|
2024
Q1 | $5.24M | Sell |
33,192
-55,361
| -63% | -$8.73M | 0.16% | 107 |
|
|
2023
Q4 | $13.2M | Sell |
88,553
-1,182
| -1% | -$176K | 0.44% | 43 |
|
|
2023
Q3 | $15.1M | Buy |
89,735
+7,738
| +9% | +$1.3M | 0.59% | 31 |
|
|
2023
Q2 | $12.9M | Buy |
81,997
+7,605
| +10% | +$1.2M | 0.52% | 35 |
|
|
2023
Q1 | $12.1M | Buy |
74,392
+3,093
| +4% | +$505K | 0.53% | 33 |
|
|
2022
Q4 | $12.8M | Buy |
71,299
+1,871
| +3% | +$336K | 0.6% | 34 |
|
|
2022
Q3 | $9.98M | Buy |
69,428
+16,684
| +32% | +$2.4M | 0.52% | 39 |
|
|
2022
Q2 | $7.64M | Buy |
52,744
+34,321
| +186% | +$4.97M | 0.4% | 49 |
|
|
2022
Q1 | $3M | Sell |
18,423
-1,390
| -7% | -$226K | 0.15% | 104 |
|
|
2021
Q4 | $2.33M | Sell |
19,813
-519
| -3% | -$60.9K | 0.12% | 115 |
|
|
2021
Q3 | $2.06M | Sell |
20,332
-2,941
| -13% | -$298K | 0.12% | 117 |
|
|
2021
Q2 | $2.44M | Sell |
23,273
-81
| -0.3% | -$8.49K | 0.15% | 95 |
|
|
2021
Q1 | $2.45M | Buy |
23,354
+2,215
| +10% | +$232K | 0.2% | 83 |
|
|
2020
Q4 | $1.79M | Sell |
21,139
-3,722
| -15% | -$314K | 0.14% | 108 |
|
|
2020
Q3 | $1.79M | Sell |
24,861
-3,301
| -12% | -$238K | 0.15% | 93 |
|
|
2020
Q2 | $2.51M | Sell |
28,162
-854
| -3% | -$76.2K | 0.23% | 65 |
|
|
2020
Q1 | $2.1M | Sell |
29,016
-700
| -2% | -$50.7K | 0.23% | 66 |
|
|
2019
Q4 | $3.58M | Buy |
29,716
+2,799
| +10% | +$337K | 0.39% | 41 |
|
|
2019
Q3 | $3.19M | Sell |
26,917
-2,511
| -9% | -$298K | 0.39% | 41 |
|
|
2019
Q2 | $3.66M | Buy |
29,428
+3,408
| +13% | +$424K | 0.48% | 36 |
|
|
2019
Q1 | $3.21M | Buy |
26,020
+3,559
| +16% | +$438K | 0.47% | 31 |
|
|
2018
Q4 | $2.44M | Buy |
22,461
+8,037
| +56% | +$875K | 0.42% | 35 |
|
|
2018
Q3 | $1.76M | Sell |
14,424
-752
| -5% | -$92K | 0.31% | 43 |
|
|
2018
Q2 | $1.92M | Buy |
15,176
+2,667
| +21% | +$337K | 0.36% | 33 |
|
|
2018
Q1 | $1.43M | Sell |
12,509
-4,190
| -25% | -$478K | 0.28% | 50 |
|
|
2017
Q4 | $2.09M | Buy |
16,699
+826
| +5% | +$103K | 0.45% | 28 |
|
|
2017
Q3 | $1.87M | Buy |
15,873
+5,165
| +48% | +$607K | 0.43% | 31 |
|
|
2017
Q2 | $1.12M | Buy |
10,708
+276
| +3% | +$28.8K | 0.27% | 47 |
|
|
2017
Q1 | $1.12M | Sell |
10,432
-315
| -3% | -$33.8K | 0.28% | 44 |
|
|
2016
Q4 | $1.27M | Buy |
10,747
+59
| +0.6% | +$6.95K | 0.31% | 38 |
|
|
2016
Q3 | $1.1M | Buy |
10,688
+1,190
| +13% | +$122K | 0.29% | 39 |
|
|
2016
Q2 | $996K | Sell |
9,498
-1,330
| -12% | -$139K | 0.26% | 47 |
|
|
2016
Q1 | $1.03M | Sell |
10,828
-20
| -0.2% | -$1.91K | 0.25% | 50 |
|
|
2015
Q4 | $976K | Buy |
10,848
+2,847
| +36% | +$256K | 0.24% | 50 |
|
|
2015
Q3 | $631K | Buy |
8,001
+378
| +5% | +$29.8K | 0.15% | 70 |
|
|
2015
Q2 | $735K | Buy |
7,623
+3,154
| +71% | +$304K | 0.17% | 57 |
|
|
2015
Q1 | $469K | Sell |
4,469
-439
| -9% | -$46.1K | 0.11% | 67 |
|
|
2014
Q4 | $551K | Buy |
4,908
+534
| +12% | +$60K | 0.13% | 66 |
|
|
2014
Q3 | $522K | Buy |
4,374
+787
| +22% | +$93.9K | 0.13% | 67 |
|
|
2014
Q2 | $468K | Buy |
3,587
+419
| +13% | +$54.7K | 0.12% | 68 |
|
|
2014
Q1 | $377K | Sell |
3,168
-629
| -17% | -$74.9K | 0.1% | 73 |
|
|
2013
Q4 | $474K | Buy |
3,797
+29
| +0.8% | +$3.62K | 0.13% | 67 |
|
|
2013
Q3 | $458K | Sell |
3,768
-250
| -6% | -$30.4K | 0.14% | 64 |
|
|
2013
Q2 | $475K | Buy |
+4,018
| New | +$475K | 0.16% | 57 |
|