First Wilshire Securities 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 | $244K | Buy |
1,705
+55
| +3% | +$7.88K | 0.07% | 75 |
|
|
2025
Q1 | $276K | Hold |
1,650
| – | – | 0.08% | 69 |
|
|
2024
Q4 | $239K | Hold |
1,650
| – | – | 0.06% | 78 |
|
|
2024
Q3 | $243K | Hold |
1,650
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $258K | Hold |
1,650
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $260K | Hold |
1,650
| – | – | 0.08% | 72 |
|
|
2023
Q4 | $246K | Hold |
1,650
| – | – | 0.08% | 74 |
|
|
2023
Q3 | $278K | Hold |
1,650
| – | – | 0.1% | 73 |
|
|
2023
Q2 | $260K | Hold |
1,650
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $269K | Hold |
1,650
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $296K | Hold |
1,650
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $237K | Hold |
1,650
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $239K | Hold |
1,650
| – | – | 0.09% | 79 |
|
|
2022
Q1 | $269K | Buy |
+1,650
| New | +$269K | 0.09% | 73 |
|
|
2021
Q2 | – | Sell |
-1,925
| Closed | -$202K | – | 84 |
|
|
2021
Q1 | $202K | Buy |
+1,925
| New | +$202K | 0.08% | 77 |
|
|
2020
Q3 | – | Sell |
-2,590
| Closed | -$231K | – | 77 |
|
|
2020
Q2 | $231K | Buy |
+2,590
| New | +$231K | 0.11% | 67 |
|
|
2020
Q1 | – | Sell |
-2,590
| Closed | -$312K | – | 83 |
|
|
2019
Q4 | $312K | Hold |
2,590
| – | – | 0.12% | 81 |
|
|
2019
Q3 | $307K | Hold |
2,590
| – | – | 0.12% | 83 |
|
|
2019
Q2 | $322K | Hold |
2,590
| – | – | 0.13% | 89 |
|
|
2019
Q1 | $319K | Hold |
2,590
| – | – | 0.11% | 99 |
|
|
2018
Q4 | $282K | Hold |
2,590
| – | – | 0.11% | 99 |
|
|
2018
Q3 | $317K | Hold |
2,590
| – | – | 0.09% | 99 |
|
|
2018
Q2 | $327K | Hold |
2,590
| – | – | 0.1% | 93 |
|
|
2018
Q1 | $295K | Hold |
2,590
| – | – | 0.08% | 102 |
|
|
2017
Q4 | $324K | Sell |
2,590
-55
| -2% | -$6.88K | 0.09% | 97 |
|
|
2017
Q3 | $311K | Buy |
+2,645
| New | +$311K | 0.09% | 99 |
|
|
2017
Q1 | – | Sell |
-1,850
| Closed | -$218K | – | 128 |
|
|
2016
Q4 | $218K | Buy |
+1,850
| New | +$218K | 0.06% | 103 |
|
|
2015
Q1 | – | Sell |
-1,850
| Closed | -$208K | – | 125 |
|
|
2014
Q4 | $208K | Hold |
1,850
| – | – | 0.04% | 117 |
|
|
2014
Q3 | $221K | Hold |
1,850
| – | – | 0.04% | 113 |
|
|
2014
Q2 | $242K | Hold |
1,850
| – | – | 0.04% | 115 |
|
|
2014
Q1 | $220K | Buy |
+1,850
| New | +$220K | 0.03% | 115 |
|