GeoWealth 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 | $1.3M | Sell |
9,057
-708
| -7% | -$101K | 0.05% | 210 |
|
|
2025
Q1 | $1.63M | Sell |
9,765
-3,342
| -25% | -$559K | 0.07% | 178 |
|
|
2024
Q4 | $1.9M | Sell |
13,107
-1,555
| -11% | -$225K | 0.06% | 188 |
|
|
2024
Q3 | $2.16M | Sell |
14,662
-1,758
| -11% | -$259K | 0.08% | 173 |
|
|
2024
Q2 | $2.57M | Buy |
16,420
+1,262
| +8% | +$197K | 0.11% | 134 |
|
|
2024
Q1 | $2.39M | Buy |
15,158
+3,271
| +28% | +$516K | 0.09% | 155 |
|
|
2023
Q4 | $1.77M | Buy |
11,887
+9,637
| +428% | +$1.44M | 0.15% | 134 |
|
|
2023
Q3 | $379K | Buy |
2,250
+24
| +1% | +$4.04K | 0.04% | 219 |
|
|
2023
Q2 | $350K | Sell |
2,226
-3
| -0.1% | -$472 | 0.04% | 202 |
|
|
2023
Q1 | $364K | Sell |
2,229
-281
| -11% | -$45.9K | 0.04% | 159 |
|
|
2022
Q4 | $451K | Sell |
2,510
-18
| -0.7% | -$3.23K | 0.05% | 156 |
|
|
2022
Q3 | $363K | Sell |
2,528
-1,011
| -29% | -$145K | 0.04% | 187 |
|
|
2022
Q2 | $512K | Sell |
3,539
-617
| -15% | -$89.3K | 0.07% | 158 |
|
|
2022
Q1 | $676K | Sell |
4,156
-977
| -19% | -$159K | 0.06% | 178 |
|
|
2021
Q4 | $603K | Buy |
5,133
+404
| +9% | +$47.5K | 0.05% | 183 |
|
|
2021
Q3 | $480K | Sell |
4,729
-54
| -1% | -$5.48K | 0.04% | 222 |
|
|
2021
Q2 | $501K | Buy |
4,783
+692
| +17% | +$72.5K | 0.06% | 146 |
|
|
2021
Q1 | $429K | Buy |
4,091
+3,574
| +691% | +$375K | 0.07% | 127 |
|
|
2020
Q4 | $46K | Buy |
+517
| New | +$46K | 0.01% | 206 |
|
|
2020
Q3 | – | Sell |
-8,958
| Closed | -$800K | – | 164 |
|
|
2020
Q2 | $800K | Buy |
+8,958
| New | +$800K | 0.33% | 72 |
|
|
2020
Q1 | – | Sell |
-3,292
| Closed | -$397K | – | 94 |
|
|
2019
Q4 | $397K | Sell |
3,292
-1,683
| -34% | -$203K | 0.21% | 62 |
|
|
2019
Q3 | $590K | Buy |
4,975
+1,783
| +56% | +$211K | 0.13% | 92 |
|
|
2019
Q2 | $397K | Buy |
+3,192
| New | +$397K | 1.04% | 25 |
|