Lyell 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 | $4.04M | Sell |
28,181
-18,277
| -39% | -$2.62M | 0.32% | 75 |
|
|
2025
Q1 | $7.77M | Sell |
46,458
-1,295
| -3% | -$217K | 0.73% | 52 |
|
|
2024
Q4 | $6.92M | Sell |
47,753
-4,356
| -8% | -$631K | 0.62% | 54 |
|
|
2024
Q3 | $7.67M | Sell |
52,109
-5,279
| -9% | -$777K | 0.7% | 51 |
|
|
2024
Q2 | $8.98M | Buy |
57,388
+4,994
| +10% | +$781K | 0.86% | 39 |
|
|
2024
Q1 | $8.26M | Sell |
52,394
-17
| -0% | -$2.68K | 0.84% | 41 |
|
|
2023
Q4 | $7.82M | Buy |
52,411
+920
| +2% | +$137K | 0.89% | 40 |
|
|
2023
Q3 | $8.68M | Buy |
51,491
+2,692
| +6% | +$454K | 1.17% | 30 |
|
|
2023
Q2 | $7.68M | Buy |
48,799
+3,330
| +7% | +$524K | 0.98% | 38 |
|
|
2023
Q1 | $7.42M | Buy |
45,469
+2,005
| +5% | +$327K | 1.04% | 33 |
|
|
2022
Q4 | $7.8M | Buy |
43,464
+12,503
| +40% | +$2.24M | 1.23% | 29 |
|
|
2022
Q3 | $4.45M | Buy |
30,961
+8,402
| +37% | +$1.21M | 0.76% | 50 |
|
|
2022
Q2 | $3.27M | Buy |
22,559
+13,538
| +150% | +$1.96M | 0.53% | 69 |
|
|
2022
Q1 | $1.47M | Sell |
9,021
-59
| -0.6% | -$9.61K | 0.19% | 94 |
|
|
2021
Q4 | $1.07M | Sell |
9,080
-294
| -3% | -$34.5K | 0.12% | 103 |
|
|
2021
Q3 | $951K | Sell |
9,374
-248
| -3% | -$25.2K | 0.12% | 106 |
|
|
2021
Q2 | $1.01M | Buy |
9,622
+318
| +3% | +$33.3K | 0.12% | 103 |
|
|
2021
Q1 | $975K | Sell |
9,304
-251
| -3% | -$26.3K | 0.14% | 96 |
|
|
2020
Q4 | $807K | Sell |
9,555
-6,439
| -40% | -$544K | 0.13% | 87 |
|
|
2020
Q3 | $1.15M | Sell |
15,994
-5,130
| -24% | -$369K | 0.22% | 75 |
|
|
2020
Q2 | $1.89M | Sell |
21,124
-2,307
| -10% | -$206K | 0.41% | 63 |
|
|
2020
Q1 | $1.7M | Sell |
23,431
-657
| -3% | -$47.6K | 0.51% | 60 |
|
|
2019
Q4 | $2.9M | Buy |
24,088
+926
| +4% | +$112K | 0.78% | 50 |
|
|
2019
Q3 | $2.75M | Buy |
23,162
+3,203
| +16% | +$380K | 0.83% | 49 |
|
|
2019
Q2 | $2.48M | Buy |
19,959
+2,221
| +13% | +$276K | 0.75% | 50 |
|
|
2019
Q1 | $2.19M | Buy |
17,738
+817
| +5% | +$101K | 0.73% | 49 |
|
|
2018
Q4 | $1.84M | Sell |
16,921
-480
| -3% | -$52.2K | 0.77% | 47 |
|
|
2018
Q3 | $2.13M | Buy |
17,401
+2,062
| +13% | +$252K | 0.72% | 52 |
|
|
2018
Q2 | $1.94M | Buy |
15,339
+345
| +2% | +$43.6K | 0.71% | 53 |
|
|
2018
Q1 | $1.71M | Buy |
14,994
+9,813
| +189% | +$1.12M | 0.63% | 56 |
|
|
2017
Q4 | $649K | Sell |
5,181
-501
| -9% | -$62.8K | 0.26% | 79 |
|
|
2017
Q3 | $668K | Sell |
5,682
-84
| -1% | -$9.88K | 0.29% | 75 |
|
|
2017
Q2 | $602K | Sell |
5,766
-2,884
| -33% | -$301K | 0.29% | 73 |
|
|
2017
Q1 | $929K | Sell |
8,650
-201
| -2% | -$21.6K | 0.5% | 60 |
|
|
2016
Q4 | $1.04M | Buy |
+8,851
| New | +$1.04M | 0.65% | 56 |
|