Inlet Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
14,898
-50
| -0.3% | -$7.16K | 0.52% | 57 |
|
|
2025
Q1 | $2.5M | Sell |
14,948
-200
| -1% | -$33.5K | 0.65% | 50 |
|
|
2024
Q4 | $2.19M | Hold |
15,148
| – | – | 0.58% | 57 |
|
|
2024
Q3 | $2.23M | Buy |
15,148
+1,400
| +10% | +$206K | 0.57% | 61 |
|
|
2024
Q2 | $2.15M | Buy |
13,748
+910
| +7% | +$142K | 0.59% | 56 |
|
|
2024
Q1 | $2.03M | Sell |
12,838
-50
| -0.4% | -$7.89K | 0.57% | 56 |
|
|
2023
Q4 | $1.92M | Buy |
12,888
+4,638
| +56% | +$692K | 0.59% | 57 |
|
|
2023
Q3 | $1.39M | Sell |
8,250
-35,387
| -81% | -$5.97M | 0.46% | 65 |
|
|
2023
Q2 | $6.87M | Buy |
43,637
+225
| +0.5% | +$35.4K | 1.73% | 14 |
|
|
2023
Q1 | $7.08M | Sell |
43,412
-50
| -0.1% | -$8.16K | 1.84% | 14 |
|
|
2022
Q4 | $7.8M | Buy |
43,462
+9
| +0% | +$1.62K | 2% | 10 |
|
|
2022
Q3 | $6.24M | Buy |
43,453
+109
| +0.3% | +$15.7K | 1.86% | 13 |
|
|
2022
Q2 | $6.28M | Buy |
43,344
+1,008
| +2% | +$146K | 1.79% | 15 |
|
|
2022
Q1 | $6.89M | Buy |
42,336
+152
| +0.4% | +$24.8K | 1.72% | 12 |
|
|
2021
Q4 | $4.95M | Buy |
42,184
+11
| +0% | +$1.29K | 1.2% | 27 |
|
|
2021
Q3 | $4.28M | Buy |
42,173
+50
| +0.1% | +$5.07K | 1.15% | 30 |
|
|
2021
Q2 | $4.41M | Buy |
42,123
+1,978
| +5% | +$207K | 1.16% | 28 |
|
|
2021
Q1 | $4.21M | Buy |
40,145
+2,282
| +6% | +$239K | 1.2% | 30 |
|
|
2020
Q4 | $3.2M | Sell |
37,863
-1,475
| -4% | -$125K | 1.05% | 32 |
|
|
2020
Q3 | $2.83M | Sell |
39,338
-666
| -2% | -$47.9K | 1.1% | 28 |
|
|
2020
Q2 | $3.57M | Hold |
40,004
| – | – | 1.43% | 17 |
|
|
2020
Q1 | $2.9M | Sell |
40,004
-1,250
| -3% | -$90.6K | 1.34% | 20 |
|
|
2019
Q4 | $4.97M | Buy |
41,254
+33,435
| +428% | +$4.03M | 1.65% | 15 |
|
|
2019
Q3 | $927K | Sell |
7,819
-500
| -6% | -$59.3K | 0.34% | 74 |
|
|
2019
Q2 | $1.05M | Buy |
8,319
+1,187
| +17% | +$150K | 0.38% | 73 |
|
|
2019
Q1 | $879K | Sell |
7,132
-32,751
| -82% | -$4.04M | 0.35% | 77 |
|
|
2018
Q4 | $4.34M | Buy |
+39,883
| New | +$4.34M | 2.33% | 2 |
|