Greenwood Capital Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
13,747
-1,724
| -11% | -$247K | 0.24% | 93 |
|
|
2025
Q1 | $2.59M | Buy |
15,471
+959
| +7% | +$160K | 0.35% | 84 |
|
|
2024
Q4 | $2.1M | Sell |
14,512
-537
| -4% | -$77.8K | 0.27% | 84 |
|
|
2024
Q3 | $2.22M | Sell |
15,049
-4,325
| -22% | -$637K | 0.29% | 81 |
|
|
2024
Q2 | $3.03M | Sell |
19,374
-295
| -1% | -$46.1K | 0.4% | 75 |
|
|
2024
Q1 | $3.1M | Sell |
19,669
-260
| -1% | -$41K | 0.41% | 71 |
|
|
2023
Q4 | $2.97M | Buy |
19,929
+1,046
| +6% | +$156K | 0.39% | 76 |
|
|
2023
Q3 | $3.18M | Buy |
18,883
+1,587
| +9% | +$268K | 0.46% | 72 |
|
|
2023
Q2 | $2.72M | Buy |
17,296
+228
| +1% | +$35.9K | 0.38% | 70 |
|
|
2023
Q1 | $2.78M | Buy |
17,068
+2,739
| +19% | +$447K | 0.4% | 72 |
|
|
2022
Q4 | $2.57M | Sell |
14,329
-2,848
| -17% | -$511K | 0.42% | 62 |
|
|
2022
Q3 | $2.47M | Buy |
17,177
+562
| +3% | +$80.7K | 0.42% | 62 |
|
|
2022
Q2 | $2.41M | Buy |
16,615
+16,280
| +4,860% | +$2.36M | 0.39% | 66 |
|
|
2022
Q1 | $55K | Sell |
335
-11,790
| -97% | -$1.94M | 0.01% | 170 |
|
|
2021
Q4 | $1.42M | Buy |
12,125
+4,588
| +61% | +$538K | 0.2% | 94 |
|
|
2021
Q3 | $765K | Buy |
7,537
+844
| +13% | +$85.7K | 0.12% | 140 |
|
|
2021
Q2 | $701K | Buy |
6,693
+1,467
| +28% | +$154K | 0.11% | 152 |
|
|
2021
Q1 | $548K | Buy |
+5,226
| New | +$548K | 0.09% | 169 |
|
|
2014
Q1 | – | Sell |
-14,030
| Closed | -$1.75M | – | 136 |
|
|
2013
Q4 | $1.75M | Sell |
14,030
-926
| -6% | -$116K | 0.54% | 77 |
|
|
2013
Q3 | $1.82M | Sell |
14,956
-1,995
| -12% | -$242K | 0.64% | 71 |
|
|
2013
Q2 | $2.01M | Buy |
+16,951
| New | +$2.01M | 0.87% | 58 |
|