Laidlaw 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
Q1 | – | Sell |
-3,937
| Closed | -$570K | – | 72 |
|
|
2024
Q4 | $570K | Buy |
3,937
+289
| +8% | +$41.9K | 0.25% | 98 |
|
|
2024
Q3 | $537K | Sell |
3,648
-346
| -9% | -$51K | 0.27% | 109 |
|
|
2024
Q2 | $625K | Sell |
3,994
-79
| -2% | -$12.4K | 0.34% | 80 |
|
|
2024
Q1 | $642K | Sell |
4,073
-4,992
| -55% | -$787K | 0.36% | 85 |
|
|
2023
Q4 | $1.35M | Sell |
9,065
-3,951
| -30% | -$589K | 0.49% | 60 |
|
|
2023
Q3 | $2.19M | Sell |
13,016
-5,307
| -29% | -$895K | 0.73% | 33 |
|
|
2023
Q2 | $2.88M | Sell |
18,323
-368
| -2% | -$57.9K | 0.56% | 43 |
|
|
2023
Q1 | $3.05M | Buy |
18,691
+956
| +5% | +$156K | 0.62% | 38 |
|
|
2022
Q4 | $3.18M | Sell |
17,735
-443
| -2% | -$79.5K | 0.68% | 37 |
|
|
2022
Q3 | $2.61M | Sell |
18,178
-1,014
| -5% | -$146K | 0.61% | 43 |
|
|
2022
Q2 | $2.78M | Buy |
19,192
+802
| +4% | +$116K | 0.57% | 46 |
|
|
2022
Q1 | $2.99M | Sell |
18,390
-1,355
| -7% | -$221K | 0.5% | 52 |
|
|
2021
Q4 | $2.32M | Buy |
+19,745
| New | +$2.32M | 0.37% | 73 |
|
|
2021
Q1 | – | Sell |
-17,740
| Closed | -$1.5M | – | 248 |
|
|
2020
Q4 | $1.5M | Buy |
17,740
+11,472
| +183% | +$969K | 0.32% | 90 |
|
|
2020
Q3 | $451K | Buy |
6,268
+568
| +10% | +$40.9K | 0.2% | 117 |
|
|
2020
Q2 | $509K | Buy |
5,700
+1,191
| +26% | +$106K | 0.27% | 100 |
|
|
2020
Q1 | $327K | Buy |
4,509
+301
| +7% | +$21.8K | 0.21% | 109 |
|
|
2019
Q4 | $507K | Buy |
+4,208
| New | +$507K | 0.32% | 93 |
|