Gerber Kawasaki Wealth & Investment 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 | $804K | Buy |
5,614
+98
| +2% | +$14K | 0.03% | 162 |
|
|
2025
Q1 | $923K | Buy |
5,516
+651
| +13% | +$109K | 0.04% | 146 |
|
|
2024
Q4 | $705K | Buy |
4,865
+263
| +6% | +$38.1K | 0.03% | 158 |
|
|
2024
Q3 | $678K | Sell |
4,602
-566
| -11% | -$83.4K | 0.03% | 156 |
|
|
2024
Q2 | $808K | Buy |
5,168
+29
| +0.6% | +$4.54K | 0.04% | 140 |
|
|
2024
Q1 | $811K | Buy |
5,139
+131
| +3% | +$20.7K | 0.04% | 142 |
|
|
2023
Q4 | $747K | Buy |
5,008
+346
| +7% | +$51.6K | 0.04% | 145 |
|
|
2023
Q3 | $786K | Buy |
4,662
+766
| +20% | +$129K | 0.05% | 139 |
|
|
2023
Q2 | $613K | Buy |
3,896
+84
| +2% | +$13.2K | 0.04% | 151 |
|
|
2023
Q1 | $622K | Hold |
3,812
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $684K | Sell |
3,812
-65
| -2% | -$11.7K | 0.06% | 148 |
|
|
2022
Q3 | $557K | Buy |
3,877
+124
| +3% | +$17.8K | 0.05% | 152 |
|
|
2022
Q2 | $543K | Sell |
3,753
-112
| -3% | -$16.2K | 0.05% | 153 |
|
|
2022
Q1 | $629K | Buy |
3,865
+1,516
| +65% | +$247K | 0.05% | 144 |
|
|
2021
Q4 | $275K | Sell |
2,349
-527
| -18% | -$61.7K | 0.02% | 222 |
|
|
2021
Q3 | $291K | Sell |
2,876
-26
| -0.9% | -$2.63K | 0.04% | 144 |
|
|
2021
Q2 | $303K | Buy |
2,902
+856
| +42% | +$89.4K | 0.03% | 190 |
|
|
2021
Q1 | $214K | Buy |
+2,046
| New | +$214K | 0.03% | 197 |
|
|
2020
Q3 | – | Sell |
-2,939
| Closed | -$262K | – | 128 |
|
|
2020
Q2 | $262K | Sell |
2,939
-315
| -10% | -$28.1K | 0.06% | 113 |
|
|
2020
Q1 | $235K | Buy |
3,254
+447
| +16% | +$32.3K | 0.07% | 109 |
|
|
2019
Q4 | $338K | Sell |
2,807
-1,337
| -32% | -$161K | 0.09% | 93 |
|
|
2019
Q3 | $491K | Buy |
4,144
+1,736
| +72% | +$206K | 0.14% | 77 |
|
|
2019
Q2 | $299K | Buy |
2,408
+111
| +5% | +$13.8K | 0.09% | 95 |
|
|
2019
Q1 | $282K | Buy |
2,297
+14
| +0.6% | +$1.72K | 0.08% | 94 |
|
|
2018
Q4 | $248K | Sell |
2,283
-41
| -2% | -$4.45K | 0.09% | 90 |
|
|
2018
Q3 | $289K | Sell |
2,324
-327
| -12% | -$40.7K | 0.08% | 96 |
|
|
2018
Q2 | $329K | Buy |
2,651
+358
| +16% | +$44.4K | 0.1% | 74 |
|
|
2018
Q1 | $261K | Hold |
2,293
| – | – | 0.08% | 97 |
|
|
2017
Q4 | $287K | Sell |
2,293
-160
| -7% | -$20K | 0.1% | 91 |
|
|
2017
Q3 | $288K | Sell |
2,453
-176
| -7% | -$20.7K | 0.11% | 87 |
|
|
2017
Q2 | $270K | Sell |
2,629
-1,620
| -38% | -$166K | 0.1% | 99 |
|
|
2017
Q1 | $461K | Sell |
4,249
-806
| -16% | -$87.4K | 0.2% | 75 |
|
|
2016
Q4 | $594K | Sell |
5,055
-477
| -9% | -$56.1K | 0.31% | 62 |
|
|
2016
Q3 | $569K | Sell |
5,532
-215
| -4% | -$22.1K | 0.33% | 55 |
|
|
2016
Q2 | $602K | Buy |
5,747
+1,013
| +21% | +$106K | 0.38% | 48 |
|
|
2016
Q1 | $451K | Sell |
4,734
-1,885
| -28% | -$180K | 0.31% | 54 |
|
|
2015
Q4 | $595K | Buy |
+6,619
| New | +$595K | 0.4% | 50 |
|