Financial & Tax Architects’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.05M | Sell |
43,720
-4,369
| -9% | -$797K | 2.02% | 11 |
|
|
2025
Q4 | $7.33M | Sell |
48,089
-1,475
| -3% | -$225K | 1.65% | 23 |
|
|
2025
Q3 | $7.7M | Buy |
49,564
+3,659
| +8% | +$567K | 1.7% | 21 |
|
|
2025
Q2 | $6.57M | Buy |
45,905
+2,869
| +7% | +$404K | 1.6% | 26 |
|
|
2025
Q1 | $7.2M | Buy |
43,036
+1,116
| +3% | +$175K | 1.81% | 17 |
|
|
2024
Q4 | $6.07M | Buy |
41,920
+3,132
| +8% | +$479K | 1.55% | 26 |
|
|
2024
Q3 | $5.71M | Buy |
38,788
+1,050
| +3% | +$156K | 1.47% | 32 |
|
|
2024
Q2 | $5.9M | Buy |
37,738
+1,524
| +4% | +$243K | 1.58% | 23 |
|
|
2024
Q1 | $5.71M | Buy |
36,214
+1,474
| +4% | +$222K | 1.57% | 28 |
|
|
2023
Q4 | $5.18M | Buy |
34,740
+2,437
| +8% | +$369K | 1.53% | 29 |
|
|
2023
Q3 | $5.45M | Buy |
32,303
+1,350
| +4% | +$218K | 1.69% | 20 |
|
|
2023
Q2 | $4.87M | Buy |
30,953
+1,143
| +4% | +$183K | 1.5% | 32 |
|
|
2023
Q1 | $4.86M | Buy |
29,810
+1,790
| +6% | +$300K | 1.6% | 30 |
|
|
2022
Q4 | $5.07M | Sell |
28,020
-2,178
| -7% | -$380K | 1.73% | 16 |
|
|
2022
Q3 | $4.34M | Buy |
30,198
+3,116
| +12% | +$475K | 1.63% | 25 |
|
|
2022
Q2 | $3.92M | Sell |
27,082
-1,614
| -6% | -$267K | 1.49% | 30 |
|
|
2022
Q1 | $4.67M | Sell |
28,696
-5,665
| -16% | -$812K | 1.76% | 16 |
|
|
2021
Q4 | $4.03M | Buy |
34,361
+676
| +2% | +$76.8K | 1.65% | 22 |
|
|
2021
Q3 | $3.42M | Buy |
33,685
+2,629
| +8% | +$262K | 1.56% | 23 |
|
|
2021
Q2 | $3.25M | Buy |
31,056
+2,326
| +8% | +$246K | 1.59% | 23 |
|
|
2021
Q1 | $3.01M | Buy |
+28,730
| New | +$2.81M | 1.69% | 13 |
|
Other funds holding CVX
VCM
VPM
