Focused 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 | $257K | Buy |
1,792
+14
| +0.8% | +$2.01K | 0.03% | 140 |
|
|
2025
Q1 | $297K | Sell |
1,778
-137
| -7% | -$22.9K | 0.04% | 120 |
|
|
2024
Q4 | $277K | Buy |
1,915
+59
| +3% | +$8.55K | 0.04% | 121 |
|
|
2024
Q3 | $273K | Buy |
1,856
+14
| +0.8% | +$2.06K | 0.04% | 146 |
|
|
2024
Q2 | $288K | Sell |
1,842
-3
| -0.2% | -$469 | 0.04% | 118 |
|
|
2024
Q1 | $291K | Sell |
1,845
-15
| -0.8% | -$2.37K | 0.04% | 117 |
|
|
2023
Q4 | $277K | Buy |
1,860
+3
| +0.2% | +$447 | 0.05% | 110 |
|
|
2023
Q3 | $313K | Buy |
1,857
+132
| +8% | +$22.3K | 0.06% | 97 |
|
|
2023
Q2 | $271K | Buy |
1,725
+52
| +3% | +$8.18K | 0.05% | 118 |
|
|
2023
Q1 | $273K | Buy |
1,673
+17
| +1% | +$2.77K | 0.06% | 115 |
|
|
2022
Q4 | $297K | Sell |
1,656
-30
| -2% | -$5.39K | 0.06% | 102 |
|
|
2022
Q3 | $242K | Buy |
1,686
+121
| +8% | +$17.4K | 0.05% | 114 |
|
|
2022
Q2 | $227K | Buy |
1,565
+2
| +0.1% | +$290 | 0.04% | 124 |
|
|
2022
Q1 | $254K | Sell |
1,563
-17
| -1% | -$2.76K | 0.04% | 136 |
|
|
2021
Q4 | $185K | Buy |
1,580
+8
| +0.5% | +$937 | 0.03% | 178 |
|
|
2021
Q3 | $159K | Buy |
1,572
+408
| +35% | +$41.3K | 0.03% | 196 |
|
|
2021
Q2 | $122K | Buy |
1,164
+4
| +0.3% | +$419 | 0.02% | 259 |
|
|
2021
Q1 | $122K | Buy |
1,160
+19
| +2% | +$2K | 0.02% | 245 |
|
|
2020
Q4 | $96K | Buy |
1,141
+78
| +7% | +$6.56K | 0.02% | 272 |
|
|
2020
Q3 | $77K | Sell |
1,063
-566
| -35% | -$41K | 0.02% | 272 |
|
|
2020
Q2 | $145K | Buy |
1,629
+2
| +0.1% | +$178 | 0.03% | 166 |
|
|
2020
Q1 | $118K | Sell |
1,627
-216
| -12% | -$15.7K | 0.03% | 174 |
|
|
2019
Q4 | $222K | Buy |
1,843
+873
| +90% | +$105K | 0.05% | 133 |
|
|
2019
Q3 | $115K | Sell |
970
-207
| -18% | -$24.5K | 0.03% | 216 |
|
|
2019
Q2 | $146K | Buy |
1,177
+4
| +0.3% | +$496 | 0.04% | 183 |
|
|
2019
Q1 | $145K | Buy |
1,173
+3
| +0.3% | +$371 | 0.04% | 160 |
|
|
2018
Q4 | $127K | Sell |
1,170
-4,693
| -80% | -$509K | 0.04% | 195 |
|
|
2018
Q3 | $717K | Buy |
5,863
+4,787
| +445% | +$585K | 0.24% | 68 |
|
|
2018
Q2 | $136K | Hold |
1,076
| – | – | 0.05% | 197 |
|
|
2018
Q1 | $123K | Sell |
1,076
-2,985
| -74% | -$341K | 0.04% | 221 |
|
|
2017
Q4 | $508K | Sell |
4,061
-10,080
| -71% | -$1.26M | 0.16% | 81 |
|
|
2017
Q3 | $1.66M | Buy |
14,141
+4,217
| +42% | +$496K | 0.55% | 34 |
|
|
2017
Q2 | $1.04M | Buy |
9,924
+101
| +1% | +$10.5K | 0.39% | 42 |
|
|
2017
Q1 | $1.06M | Sell |
9,823
-1,624
| -14% | -$174K | 0.41% | 40 |
|
|
2016
Q4 | $1.35M | Sell |
11,447
-83
| -0.7% | -$9.77K | 0.57% | 33 |
|
|
2016
Q3 | $1.19M | Sell |
11,530
-1,576
| -12% | -$162K | 0.52% | 35 |
|
|
2016
Q2 | $1.37M | Sell |
13,106
-321
| -2% | -$33.7K | 0.63% | 30 |
|
|
2016
Q1 | $1.28M | Sell |
13,427
-159
| -1% | -$15.2K | 0.7% | 33 |
|
|
2015
Q4 | $1.22M | Buy |
13,586
+3,846
| +39% | +$346K | 0.7% | 31 |
|
|
2015
Q3 | $768K | Buy |
9,740
+4,761
| +96% | +$375K | 0.49% | 37 |
|
|
2015
Q2 | $480K | Buy |
4,979
+2,222
| +81% | +$214K | 0.3% | 55 |
|
|
2015
Q1 | $289K | Sell |
2,757
-71
| -3% | -$7.44K | 0.18% | 80 |
|
|
2014
Q4 | $317K | Buy |
2,828
+315
| +13% | +$35.3K | 0.22% | 73 |
|
|
2014
Q3 | $300K | Buy |
2,513
+515
| +26% | +$61.5K | 0.23% | 70 |
|
|
2014
Q2 | $261K | Buy |
1,998
+819
| +69% | +$107K | 0.2% | 75 |
|
|
2014
Q1 | $140K | Buy |
1,179
+4
| +0.3% | +$475 | 0.12% | 102 |
|
|
2013
Q4 | $147K | Buy |
1,175
+3
| +0.3% | +$375 | 0.12% | 107 |
|
|
2013
Q3 | $142K | Buy |
+1,172
| New | +$142K | 0.14% | 100 |
|