Live Oak 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 | $9.72M | Buy |
67,884
+440
| +0.7% | +$63K | 1.45% | 24 |
|
|
2025
Q1 | $11.3M | Buy |
67,444
+1,065
| +2% | +$178K | 1.83% | 16 |
|
|
2024
Q4 | $9.61M | Sell |
66,379
-608
| -0.9% | -$88.1K | 1.62% | 17 |
|
|
2024
Q3 | $9.87M | Buy |
66,987
+1,674
| +3% | +$247K | 1.6% | 16 |
|
|
2024
Q2 | $10.2M | Sell |
65,313
-434
| -0.7% | -$67.9K | 1.76% | 14 |
|
|
2024
Q1 | $10.4M | Buy |
65,747
+486
| +0.7% | +$76.7K | 1.8% | 14 |
|
|
2023
Q4 | $9.73M | Buy |
65,261
+2,123
| +3% | +$317K | 1.83% | 12 |
|
|
2023
Q3 | $10.6M | Buy |
63,138
+17
| +0% | +$2.87K | 2.27% | 8 |
|
|
2023
Q2 | $9.93M | Sell |
63,121
-146
| -0.2% | -$23K | 1.98% | 8 |
|
|
2023
Q1 | $10.3M | Sell |
63,267
-791
| -1% | -$129K | 2.13% | 7 |
|
|
2022
Q4 | $11.5M | Buy |
64,058
+519
| +0.8% | +$93.2K | 2.38% | 7 |
|
|
2022
Q3 | $9.13M | Buy |
63,539
+42
| +0.1% | +$6.03K | 2.05% | 10 |
|
|
2022
Q2 | $9.19M | Buy |
63,497
+651
| +1% | +$94.3K | 1.94% | 9 |
|
|
2022
Q1 | $10.2M | Buy |
62,846
+2,248
| +4% | +$366K | 1.98% | 10 |
|
|
2021
Q4 | $7.11M | Buy |
60,598
+1,690
| +3% | +$198K | 1.33% | 26 |
|
|
2021
Q3 | $5.98M | Buy |
58,908
+2,988
| +5% | +$303K | 1.21% | 34 |
|
|
2021
Q2 | $5.86M | Buy |
55,920
+3,243
| +6% | +$340K | 1.29% | 31 |
|
|
2021
Q1 | $5.52M | Buy |
52,677
+7,349
| +16% | +$770K | 1.35% | 28 |
|
|
2020
Q4 | $3.83M | Buy |
45,328
+6,005
| +15% | +$507K | 1.07% | 39 |
|
|
2020
Q3 | $2.83M | Buy |
39,323
+2,185
| +6% | +$157K | 0.97% | 42 |
|
|
2020
Q2 | $3.31M | Buy |
37,138
+32,658
| +729% | +$2.91M | 1.2% | 40 |
|
|
2020
Q1 | $325K | Buy |
4,480
+739
| +20% | +$53.6K | 0.33% | 53 |
|
|
2019
Q4 | $451K | Buy |
+3,741
| New | +$451K | 0.44% | 42 |
|