Global Wealth Management Investment Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.72M | Buy |
67,887
+1,859
| +3% | +$266K | 1.82% | 15 |
|
|
2025
Q1 | $11M | Buy |
66,028
+2,639
| +4% | +$441K | 2.21% | 11 |
|
|
2024
Q4 | $9.18M | Buy |
63,389
+6,149
| +11% | +$891K | 1.89% | 16 |
|
|
2024
Q3 | $8.43M | Buy |
57,240
+7,845
| +16% | +$1.16M | 1.82% | 16 |
|
|
2024
Q2 | $7.73M | Buy |
49,395
+2,589
| +6% | +$405K | 1.8% | 16 |
|
|
2024
Q1 | $7.38M | Buy |
46,806
+5,228
| +13% | +$825K | 1.81% | 16 |
|
|
2023
Q4 | $6.2M | Buy |
41,578
+5,402
| +15% | +$806K | 1.59% | 17 |
|
|
2023
Q3 | $6.1M | Buy |
36,176
+5,474
| +18% | +$923K | 1.71% | 15 |
|
|
2023
Q2 | $4.83M | Buy |
30,702
+4,550
| +17% | +$716K | 1.33% | 19 |
|
|
2023
Q1 | $4.27M | Buy |
26,152
+795
| +3% | +$130K | 1.28% | 19 |
|
|
2022
Q4 | $4.55M | Sell |
25,357
-459
| -2% | -$82.4K | 1.48% | 18 |
|
|
2022
Q3 | $3.71M | Buy |
25,816
+1,132
| +5% | +$163K | 1.32% | 21 |
|
|
2022
Q2 | $3.57M | Sell |
24,684
-10,826
| -30% | -$1.57M | 1.21% | 26 |
|
|
2022
Q1 | $5.78M | Sell |
35,510
-2,228
| -6% | -$363K | 1.72% | 15 |
|
|
2021
Q4 | $4.43M | Buy |
37,738
+775
| +2% | +$91K | 1.33% | 20 |
|
|
2021
Q3 | $3.75M | Buy |
36,963
+6,962
| +23% | +$706K | 1.19% | 25 |
|
|
2021
Q2 | $3.14M | Buy |
30,001
+282
| +0.9% | +$29.5K | 1.05% | 31 |
|
|
2021
Q1 | $3.11M | Buy |
29,719
+993
| +3% | +$104K | 1.12% | 31 |
|
|
2020
Q4 | $2.43M | Buy |
28,726
+1,192
| +4% | +$101K | 0.94% | 35 |
|
|
2020
Q3 | $1.98M | Sell |
27,534
-1,103
| -4% | -$79.4K | 0.86% | 39 |
|
|
2020
Q2 | $2.56M | Sell |
28,637
-612
| -2% | -$54.6K | 1.09% | 29 |
|
|
2020
Q1 | $2.12M | Buy |
29,249
+4,798
| +20% | +$348K | 1.07% | 30 |
|
|
2019
Q4 | $2.95M | Buy |
24,451
+1,706
| +8% | +$206K | 1.25% | 27 |
|
|
2019
Q3 | $2.7M | Buy |
22,745
+395
| +2% | +$46.9K | 1.23% | 28 |
|
|
2019
Q2 | $2.78M | Sell |
22,350
-3,424
| -13% | -$426K | 1.35% | 24 |
|
|
2019
Q1 | $3.18M | Buy |
25,774
+1,252
| +5% | +$154K | 1.65% | 13 |
|
|
2018
Q4 | $2.67M | Buy |
+24,522
| New | +$2.67M | 1.55% | 11 |
|