Jeppson 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 | $2.27M | Buy |
15,866
+877
| +6% | +$126K | 0.79% | 31 |
|
|
2025
Q1 | $2.51M | Sell |
14,989
-442
| -3% | -$73.9K | 0.92% | 21 |
|
|
2024
Q4 | $2.24M | Sell |
15,431
-625
| -4% | -$90.5K | 0.81% | 28 |
|
|
2024
Q3 | $2.36M | Sell |
16,056
-295
| -2% | -$43.4K | 0.85% | 24 |
|
|
2024
Q2 | $2.56M | Sell |
16,351
-207
| -1% | -$32.4K | 0.98% | 21 |
|
|
2024
Q1 | $2.61M | Buy |
16,558
+70
| +0.4% | +$11K | 1.01% | 20 |
|
|
2023
Q4 | $2.46M | Buy |
16,488
+248
| +2% | +$37K | 1.02% | 21 |
|
|
2023
Q3 | $2.74M | Sell |
16,240
-520
| -3% | -$87.7K | 1.26% | 16 |
|
|
2023
Q2 | $2.64M | Sell |
16,760
-2,685
| -14% | -$422K | 1.15% | 16 |
|
|
2023
Q1 | $3.17M | Sell |
19,445
-1,305
| -6% | -$213K | 1.38% | 13 |
|
|
2022
Q4 | $3.72M | Sell |
20,750
-4,935
| -19% | -$886K | 1.57% | 8 |
|
|
2022
Q3 | $3.69M | Sell |
25,685
-1,982
| -7% | -$285K | 1.67% | 8 |
|
|
2022
Q2 | $4.01M | Buy |
27,667
+15,598
| +129% | +$2.26M | 1.72% | 8 |
|
|
2022
Q1 | $1.97M | Sell |
12,069
-533
| -4% | -$86.8K | 0.92% | 23 |
|
|
2021
Q4 | $1.48M | Sell |
12,602
-374
| -3% | -$43.9K | 0.71% | 30 |
|
|
2021
Q3 | $1.32M | Buy |
12,976
+1,127
| +10% | +$114K | 0.69% | 31 |
|
|
2021
Q2 | $1.24M | Buy |
11,849
+60
| +0.5% | +$6.28K | 0.68% | 32 |
|
|
2021
Q1 | $1.24M | Sell |
11,789
-180
| -2% | -$18.9K | 0.73% | 32 |
|
|
2020
Q4 | $1.01M | Sell |
11,969
-492
| -4% | -$41.6K | 0.67% | 38 |
|
|
2020
Q3 | $897K | Buy |
+12,461
| New | +$897K | 0.7% | 35 |
|