Geneos 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 | $8.77M | Sell |
61,217
-46,008
| -43% | -$6.59M | 0.21% | 120 |
|
|
2025
Q1 | $17.9M | Buy |
107,225
+67,863
| +172% | +$11.4M | 0.26% | 97 |
|
|
2024
Q4 | $5.7M | Buy |
39,362
+2,697
| +7% | +$391K | 0.2% | 112 |
|
|
2024
Q3 | $5.4M | Buy |
36,665
+1,279
| +4% | +$188K | 0.21% | 114 |
|
|
2024
Q2 | $5.54M | Sell |
35,386
-3,530
| -9% | -$552K | 0.25% | 91 |
|
|
2024
Q1 | $6.14M | Buy |
38,916
+844
| +2% | +$133K | 0.28% | 81 |
|
|
2023
Q4 | $5.68M | Sell |
38,072
-570
| -1% | -$85K | 0.28% | 86 |
|
|
2023
Q3 | $6.52M | Buy |
38,642
+2,500
| +7% | +$422K | 0.34% | 67 |
|
|
2023
Q2 | $5.69M | Buy |
36,142
+5,367
| +17% | +$845K | 0.3% | 80 |
|
|
2023
Q1 | $5.02M | Sell |
30,775
-4,682
| -13% | -$764K | 0.3% | 81 |
|
|
2022
Q4 | $6.36M | Sell |
35,457
-427
| -1% | -$76.6K | 0.39% | 55 |
|
|
2022
Q3 | $5.16M | Sell |
35,884
-42,094
| -54% | -$6.05M | 0.36% | 62 |
|
|
2022
Q2 | $11.4M | Buy |
77,978
+5,682
| +8% | +$832K | 0.56% | 34 |
|
|
2022
Q1 | $11.8M | Sell |
72,296
-10,177
| -12% | -$1.66M | 0.51% | 36 |
|
|
2021
Q4 | $9.68M | Sell |
82,473
-2,716
| -3% | -$319K | 0.37% | 54 |
|
|
2021
Q3 | $8.89M | Buy |
85,189
+910
| +1% | +$94.9K | 0.34% | 58 |
|
|
2021
Q2 | $8.94M | Sell |
84,279
-8,269
| -9% | -$877K | 0.35% | 59 |
|
|
2021
Q1 | $9.54M | Sell |
92,548
-4,032
| -4% | -$416K | 0.27% | 86 |
|
|
2020
Q4 | $9.38M | Buy |
96,580
+15,405
| +19% | +$1.5M | 0.38% | 53 |
|
|
2020
Q3 | $5.83M | Sell |
81,175
-856
| -1% | -$61.5K | 0.3% | 73 |
|
|
2020
Q2 | $7.09M | Buy |
82,031
+1,917
| +2% | +$166K | 0.39% | 57 |
|
|
2020
Q1 | $5.51M | Sell |
80,114
-162
| -0.2% | -$11.1K | 0.37% | 61 |
|
|
2019
Q4 | $9.66M | Buy |
80,276
+9,375
| +13% | +$1.13M | 0.52% | 36 |
|
|
2019
Q3 | $8.41M | Buy |
70,901
+717
| +1% | +$85K | 0.5% | 39 |
|
|
2019
Q2 | $8.74M | Sell |
70,184
-373
| -0.5% | -$46.4K | 0.54% | 34 |
|
|
2019
Q1 | $8.69M | Buy |
70,557
+2,005
| +3% | +$247K | 0.57% | 31 |
|
|
2018
Q4 | $7.45M | Buy |
68,552
+972
| +1% | +$106K | 0.55% | 36 |
|
|
2018
Q3 | $8.27M | Buy |
67,580
+2,549
| +4% | +$312K | 0.55% | 32 |
|
|
2018
Q2 | $8.22M | Sell |
65,031
-7,316
| -10% | -$925K | 0.64% | 29 |
|
|
2018
Q1 | $8.25M | Sell |
72,347
-1,866
| -3% | -$213K | 0.72% | 24 |
|
|
2017
Q4 | $9.29M | Sell |
74,213
-1,982
| -3% | -$248K | 0.83% | 17 |
|
|
2017
Q3 | $8.95M | Buy |
76,195
+976
| +1% | +$115K | 0.89% | 14 |
|
|
2017
Q2 | $7.85M | Sell |
75,219
-1,392
| -2% | -$145K | 0.8% | 21 |
|
|
2017
Q1 | $8.23M | Buy |
76,611
+4,925
| +7% | +$529K | 0.86% | 15 |
|
|
2016
Q4 | $8.44M | Buy |
71,686
+2,800
| +4% | +$330K | 1.11% | 8 |
|
|
2016
Q3 | $7.09M | Buy |
68,886
+998
| +1% | +$103K | 0.95% | 18 |
|
|
2016
Q2 | $7.07M | Sell |
67,888
-3,393
| -5% | -$353K | 1.03% | 14 |
|
|
2016
Q1 | $6.72M | Buy |
+71,281
| New | +$6.72M | 1.03% | 15 |
|