Evermay 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 | $662K | Buy |
4,625
+176
| +4% | +$25.2K | 0.08% | 111 |
|
|
2025
Q1 | $744K | Buy |
4,449
+24
| +0.5% | +$4.02K | 0.1% | 95 |
|
|
2024
Q4 | $641K | Sell |
4,425
-77
| -2% | -$11.2K | 0.1% | 111 |
|
|
2024
Q3 | $663K | Sell |
4,502
-145
| -3% | -$21.4K | 0.11% | 110 |
|
|
2024
Q2 | $727K | Buy |
4,647
+294
| +7% | +$46K | 0.12% | 97 |
|
|
2024
Q1 | $687K | Buy |
4,353
+10
| +0.2% | +$1.58K | 0.1% | 106 |
|
|
2023
Q4 | $648K | Buy |
4,343
+321
| +8% | +$47.9K | 0.12% | 89 |
|
|
2023
Q3 | $678K | Buy |
4,022
+422
| +12% | +$71.2K | 0.14% | 77 |
|
|
2023
Q2 | $567K | Buy |
3,600
+227
| +7% | +$35.7K | 0.11% | 94 |
|
|
2023
Q1 | $550K | Buy |
3,373
+297
| +10% | +$48.5K | 0.11% | 92 |
|
|
2022
Q4 | $552K | Sell |
3,076
-326
| -10% | -$58.5K | 0.11% | 89 |
|
|
2022
Q3 | $489K | Buy |
3,402
+213
| +7% | +$30.6K | 0.1% | 89 |
|
|
2022
Q2 | $462K | Buy |
3,189
+1,080
| +51% | +$156K | 0.09% | 94 |
|
|
2022
Q1 | $343K | Sell |
2,109
-1,155
| -35% | -$188K | 0.06% | 140 |
|
|
2021
Q4 | $383K | Buy |
3,264
+71
| +2% | +$8.33K | 0.07% | 117 |
|
|
2021
Q3 | $324K | Sell |
3,193
-334
| -9% | -$33.9K | 0.06% | 123 |
|
|
2021
Q2 | $369K | Sell |
3,527
-30
| -0.8% | -$3.14K | 0.07% | 123 |
|
|
2021
Q1 | $373K | Buy |
3,557
+84
| +2% | +$8.81K | 0.07% | 120 |
|
|
2020
Q4 | $293K | Sell |
3,473
-865
| -20% | -$73K | 0.06% | 138 |
|
|
2020
Q3 | $312K | Sell |
4,338
-149
| -3% | -$10.7K | 0.08% | 116 |
|
|
2020
Q2 | $400K | Sell |
4,487
-660
| -13% | -$58.8K | 0.11% | 91 |
|
|
2020
Q1 | $373K | Sell |
5,147
-370
| -7% | -$26.8K | 0.11% | 91 |
|
|
2019
Q4 | $665K | Buy |
5,517
+435
| +9% | +$52.4K | 0.16% | 65 |
|
|
2019
Q3 | $603K | Buy |
5,082
+31
| +0.6% | +$3.68K | 0.16% | 64 |
|
|
2019
Q2 | $629K | Buy |
5,051
+264
| +6% | +$32.9K | 0.17% | 60 |
|
|
2019
Q1 | $590K | Sell |
4,787
-99
| -2% | -$12.2K | 0.17% | 60 |
|
|
2018
Q4 | $532K | Sell |
4,886
-35
| -0.7% | -$3.81K | 0.17% | 60 |
|
|
2018
Q3 | $602K | Sell |
4,921
-374
| -7% | -$45.8K | 0.19% | 56 |
|
|
2018
Q2 | $669K | Sell |
5,295
-30
| -0.6% | -$3.79K | 0.22% | 52 |
|
|
2018
Q1 | $607K | Buy |
5,325
+963
| +22% | +$110K | 0.21% | 59 |
|
|
2017
Q4 | $546K | Buy |
4,362
+1,756
| +67% | +$220K | 0.2% | 57 |
|
|
2017
Q3 | $306K | Buy |
2,606
+1
| +0% | +$117 | 0.13% | 67 |
|
|
2017
Q2 | $272K | Buy |
2,605
+1
| +0% | +$104 | 0.12% | 74 |
|
|
2017
Q1 | $280K | Buy |
2,604
+376
| +17% | +$40.4K | 0.13% | 72 |
|
|
2016
Q4 | $262K | Buy |
2,228
+1
| +0% | +$118 | 0.13% | 61 |
|
|
2016
Q3 | $229K | Buy |
2,227
+76
| +4% | +$7.82K | 0.12% | 68 |
|
|
2016
Q2 | $226K | Sell |
2,151
-299
| -12% | -$31.4K | 0.12% | 68 |
|
|
2016
Q1 | $234K | Buy |
2,450
+1
| +0% | +$96 | 0.13% | 67 |
|
|
2015
Q4 | $220K | Sell |
2,449
-887
| -27% | -$79.7K | 0.13% | 71 |
|
|
2015
Q3 | $263K | Sell |
3,336
-996
| -23% | -$78.5K | 0.16% | 63 |
|
|
2015
Q2 | $418K | Buy |
4,332
+98
| +2% | +$9.46K | 0.25% | 41 |
|
|
2015
Q1 | $445K | Buy |
4,234
+101
| +2% | +$10.6K | 0.26% | 41 |
|
|
2014
Q4 | $464K | Sell |
4,133
-555
| -12% | -$62.3K | 0.3% | 42 |
|
|
2014
Q3 | $559K | Hold |
4,688
| – | – | 0.48% | 29 |
|
|
2014
Q2 | $612K | Buy |
4,688
+1,736
| +59% | +$227K | 0.53% | 23 |
|
|
2014
Q1 | $351K | Buy |
+2,952
| New | +$351K | 0.37% | 42 |
|