GSB 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 | $2.77M | Sell |
19,318
-316
| -2% | -$45.2K | 0.68% | 50 |
|
|
2025
Q1 | $3.28M | Buy |
19,634
+128
| +0.7% | +$21.4K | 0.86% | 37 |
|
|
2024
Q4 | $2.83M | Sell |
19,506
-609
| -3% | -$88.2K | 0.73% | 42 |
|
|
2024
Q3 | $2.96M | Buy |
20,115
+1,517
| +8% | +$223K | 0.76% | 41 |
|
|
2024
Q2 | $2.91M | Sell |
18,598
-559
| -3% | -$87.4K | 0.79% | 35 |
|
|
2024
Q1 | $3.02M | Sell |
19,157
-11
| -0.1% | -$1.74K | 0.85% | 33 |
|
|
2023
Q4 | $2.86M | Buy |
19,168
+163
| +0.9% | +$24.3K | 0.88% | 28 |
|
|
2023
Q3 | $3.2M | Buy |
19,005
+709
| +4% | +$120K | 1.07% | 21 |
|
|
2023
Q2 | $2.88M | Buy |
18,296
+1,808
| +11% | +$284K | 0.94% | 25 |
|
|
2023
Q1 | $2.69M | Sell |
16,488
-4,642
| -22% | -$757K | 0.88% | 31 |
|
|
2022
Q4 | $3.79M | Sell |
21,130
-4,452
| -17% | -$799K | 1.35% | 16 |
|
|
2022
Q3 | $3.68M | Sell |
25,582
-1,940
| -7% | -$279K | 1.33% | 13 |
|
|
2022
Q2 | $3.99M | Sell |
27,522
-3,716
| -12% | -$538K | 1.36% | 11 |
|
|
2022
Q1 | $5.09M | Sell |
31,238
-1,743
| -5% | -$284K | 1.48% | 11 |
|
|
2021
Q4 | $3.87M | Buy |
32,981
+7,856
| +31% | +$922K | 1.11% | 19 |
|
|
2021
Q3 | $2.55M | Sell |
25,125
-6,255
| -20% | -$635K | 1.31% | 19 |
|
|
2021
Q2 | $3.29M | Buy |
31,380
+1,918
| +7% | +$201K | 1.02% | 21 |
|
|
2021
Q1 | $3.09M | Buy |
29,462
+26,127
| +783% | +$2.74M | 1.03% | 23 |
|
|
2020
Q4 | $282K | Hold |
3,335
| – | – | 1.26% | 31 |
|
|
2020
Q3 | $240K | Hold |
3,335
| – | – | 1.1% | 41 |
|
|
2020
Q2 | $298K | Hold |
3,335
| – | – | 1.66% | 21 |
|
|
2020
Q1 | $242K | Hold |
3,335
| – | – | 1.77% | 24 |
|
|
2019
Q4 | $402K | Hold |
3,335
| – | – | 1.65% | 15 |
|
|
2019
Q3 | $396K | Hold |
3,335
| – | – | 1.92% | 15 |
|
|
2019
Q2 | $415K | Hold |
3,335
| – | – | 2.17% | 13 |
|
|
2019
Q1 | $411K | Hold |
3,335
| – | – | 1.76% | 18 |
|
|
2018
Q4 | $363K | Hold |
3,335
| – | – | 1.92% | 18 |
|
|
2018
Q3 | $408K | Hold |
3,335
| – | – | 1.68% | 16 |
|
|
2018
Q2 | $422K | Hold |
3,335
| – | – | 2% | 14 |
|
|
2018
Q1 | $380K | Hold |
3,335
| – | – | 1.83% | 17 |
|
|
2017
Q4 | $418K | Hold |
3,335
| – | – | 1.88% | 13 |
|
|
2017
Q3 | $392K | Hold |
3,335
| – | – | 1.85% | 13 |
|
|
2017
Q2 | $348K | Hold |
3,335
| – | – | 1.57% | 22 |
|
|
2017
Q1 | $358K | Hold |
3,335
| – | – | 1.52% | 24 |
|
|
2016
Q4 | $393K | Buy |
+3,335
| New | +$393K | 1.54% | 21 |
|