Greenwich 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 | $380K | Sell |
2,654
-64
| -2% | -$9.16K | 0.02% | 195 |
|
|
2025
Q1 | $455K | Sell |
2,718
-653
| -19% | -$109K | 0.03% | 168 |
|
|
2024
Q4 | $488K | Buy |
3,371
+585
| +21% | +$84.7K | 0.03% | 170 |
|
|
2024
Q3 | $410K | Sell |
2,786
-80
| -3% | -$11.8K | 0.03% | 183 |
|
|
2024
Q2 | $448K | Sell |
2,866
-114
| -4% | -$17.8K | 0.03% | 169 |
|
|
2024
Q1 | $470K | Sell |
2,980
-258
| -8% | -$40.7K | 0.04% | 167 |
|
|
2023
Q4 | $483K | Sell |
3,238
-650
| -17% | -$97K | 0.05% | 160 |
|
|
2023
Q3 | $656K | Buy |
3,888
+147
| +4% | +$24.8K | 0.07% | 136 |
|
|
2023
Q2 | $589K | Sell |
3,741
-3
| -0.1% | -$472 | 0.06% | 143 |
|
|
2023
Q1 | $611K | Buy |
3,744
+1
| +0% | +$163 | 0.07% | 146 |
|
|
2022
Q4 | $672K | Sell |
3,743
-171
| -4% | -$30.7K | 0.07% | 134 |
|
|
2022
Q3 | $562K | Buy |
3,914
+343
| +10% | +$49.3K | 0.06% | 145 |
|
|
2022
Q2 | $517K | Sell |
3,571
-184
| -5% | -$26.6K | 0.07% | 156 |
|
|
2022
Q1 | $611K | Sell |
3,755
-266
| -7% | -$43.3K | 0.06% | 145 |
|
|
2021
Q4 | $472K | Buy |
4,021
+528
| +15% | +$62K | 0.04% | 169 |
|
|
2021
Q3 | $354K | Buy |
3,493
+431
| +14% | +$43.7K | 0.03% | 181 |
|
|
2021
Q2 | $321K | Buy |
3,062
+578
| +23% | +$60.6K | 0.03% | 176 |
|
|
2021
Q1 | $260K | Sell |
2,484
-106
| -4% | -$11.1K | 0.02% | 178 |
|
|
2020
Q4 | $219K | Sell |
2,590
-316
| -11% | -$26.7K | 0.02% | 179 |
|
|
2020
Q3 | $209K | Buy |
2,906
+26
| +0.9% | +$1.87K | 0.04% | 173 |
|
|
2020
Q2 | $257K | Sell |
2,880
-252
| -8% | -$22.5K | 0.05% | 153 |
|
|
2020
Q1 | $227K | Buy |
+3,132
| New | +$227K | 0.05% | 152 |
|
|
2019
Q1 | – | Sell |
-1,954
| Closed | -$213K | – | 193 |
|
|
2018
Q4 | $213K | Buy |
+1,954
| New | +$213K | 0.04% | 167 |
|