IHT 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 | $4.8M | Sell |
33,556
-1,141
| -3% | -$163K | 0.13% | 159 |
|
|
2025
Q1 | $5.79M | Sell |
34,697
-50
| -0.1% | -$8.34K | 0.18% | 114 |
|
|
2024
Q4 | $5.03M | Sell |
34,747
-14,916
| -30% | -$2.16M | 0.16% | 126 |
|
|
2024
Q3 | $7.34M | Buy |
49,663
+10,820
| +28% | +$1.6M | 0.21% | 96 |
|
|
2024
Q2 | $6.07M | Buy |
38,843
+1,052
| +3% | +$164K | 0.23% | 91 |
|
|
2024
Q1 | $5.96M | Buy |
37,791
+1,984
| +6% | +$313K | 0.24% | 87 |
|
|
2023
Q4 | $5.34M | Buy |
35,807
+1,293
| +4% | +$193K | 0.24% | 91 |
|
|
2023
Q3 | $5.82M | Buy |
34,514
+3,979
| +13% | +$671K | 0.3% | 70 |
|
|
2023
Q2 | $4.8M | Buy |
30,535
+4,049
| +15% | +$637K | 0.25% | 86 |
|
|
2023
Q1 | $4.32M | Buy |
26,486
+2,875
| +12% | +$469K | 0.25% | 87 |
|
|
2022
Q4 | $4.24M | Sell |
23,611
-88
| -0.4% | -$15.8K | 0.27% | 85 |
|
|
2022
Q3 | $3.41M | Buy |
23,699
+8,172
| +53% | +$1.17M | 0.26% | 86 |
|
|
2022
Q2 | $2.25M | Sell |
15,527
-30
| -0.2% | -$4.34K | 0.2% | 114 |
|
|
2022
Q1 | $2.53M | Buy |
15,557
+694
| +5% | +$113K | 0.19% | 113 |
|
|
2021
Q4 | $1.74M | Buy |
14,863
+409
| +3% | +$48K | 0.13% | 160 |
|
|
2021
Q3 | $1.47M | Sell |
14,454
-19,192
| -57% | -$1.95M | 0.12% | 166 |
|
|
2021
Q2 | $3.52M | Buy |
33,646
+11,326
| +51% | +$1.19M | 0.22% | 94 |
|
|
2021
Q1 | $2.34M | Sell |
22,320
-103
| -0.5% | -$10.8K | 0.17% | 138 |
|
|
2020
Q4 | $1.89M | Buy |
22,423
+3,279
| +17% | +$277K | 0.16% | 136 |
|
|
2020
Q3 | $1.38M | Buy |
19,144
+5,853
| +44% | +$421K | 0.14% | 157 |
|
|
2020
Q2 | $1.19M | Sell |
13,291
-3,602
| -21% | -$321K | 0.16% | 141 |
|
|
2020
Q1 | $1.22M | Sell |
16,893
-1,575
| -9% | -$114K | 0.18% | 138 |
|
|
2019
Q4 | $2.23M | Sell |
18,468
-1,368
| -7% | -$165K | 0.26% | 86 |
|
|
2019
Q3 | $2.36M | Buy |
19,836
+6,409
| +48% | +$763K | 0.32% | 70 |
|
|
2019
Q2 | $1.68M | Buy |
13,427
+662
| +5% | +$82.6K | 0.24% | 96 |
|
|
2019
Q1 | $1.57M | Sell |
12,765
-2,615
| -17% | -$322K | 0.26% | 98 |
|
|
2018
Q4 | $1.67M | Buy |
15,380
+2,604
| +20% | +$283K | 0.32% | 84 |
|
|
2018
Q3 | $1.56M | Buy |
12,776
+801
| +7% | +$97.9K | 0.34% | 76 |
|
|
2018
Q2 | $1.51M | Buy |
11,975
+1,569
| +15% | +$198K | 0.39% | 64 |
|
|
2018
Q1 | $1.17M | Hold |
10,406
| – | – | 0.31% | 71 |
|
|
2017
Q4 | $1.34M | Buy |
10,406
+4,774
| +85% | +$613K | 0.35% | 59 |
|
|
2017
Q3 | $663K | Sell |
5,632
-423
| -7% | -$49.8K | 0.28% | 93 |
|
|
2017
Q2 | $0 | Buy |
6,055
+2,442
| +68% | – | ﹤0.01% | 1413 |
|
|
2017
Q1 | $393K | Sell |
3,613
-458
| -11% | -$49.8K | 0.26% | 93 |
|
|
2016
Q4 | $480K | Buy |
+4,071
| New | +$480K | 0.36% | 63 |
|