Marcum Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.98M | Buy |
17,823
+266
| +2% | +$44.5K | 0.26% | 44 |
|
|
2024
Q4 | $2.54M | Sell |
17,557
-405
| -2% | -$58.7K | 0.22% | 53 |
|
|
2024
Q3 | $2.65M | Sell |
17,962
-1,219
| -6% | -$180K | 0.25% | 47 |
|
|
2024
Q2 | $3M | Sell |
19,181
-578
| -3% | -$90.4K | 0.3% | 39 |
|
|
2024
Q1 | $3.12M | Buy |
19,759
+2,152
| +12% | +$339K | 0.32% | 30 |
|
|
2023
Q4 | $2.63M | Sell |
17,607
-195
| -1% | -$29.1K | 0.28% | 34 |
|
|
2023
Q3 | $3M | Buy |
17,802
+170
| +1% | +$28.7K | 0.36% | 29 |
|
|
2023
Q2 | $2.77M | Buy |
17,632
+946
| +6% | +$149K | 0.33% | 30 |
|
|
2023
Q1 | $2.72M | Buy |
16,686
+88
| +0.5% | +$14.4K | 0.34% | 29 |
|
|
2022
Q4 | $2.98M | Sell |
16,598
-491
| -3% | -$88.1K | 0.4% | 26 |
|
|
2022
Q3 | $2.46M | Buy |
17,089
+932
| +6% | +$134K | 0.37% | 28 |
|
|
2022
Q2 | $2.34M | Sell |
16,157
-989
| -6% | -$143K | 0.35% | 30 |
|
|
2022
Q1 | $2.79M | Sell |
17,146
-1,546
| -8% | -$252K | 0.39% | 26 |
|
|
2021
Q4 | $2.19M | Sell |
18,692
-171
| -0.9% | -$20.1K | 0.31% | 39 |
|
|
2021
Q3 | $1.91M | Buy |
18,863
+3,901
| +26% | +$396K | 0.3% | 41 |
|
|
2021
Q2 | $1.57M | Buy |
14,962
+346
| +2% | +$36.2K | 0.25% | 48 |
|
|
2021
Q1 | $1.53M | Buy |
14,616
+9,975
| +215% | +$1.05M | 0.25% | 50 |
|
|
2020
Q4 | $392K | Sell |
4,641
-748
| -14% | -$63.2K | 0.09% | 79 |
|
|
2020
Q3 | $388K | Sell |
5,389
-549
| -9% | -$39.5K | 0.12% | 62 |
|
|
2020
Q2 | $530K | Buy |
5,938
+435
| +8% | +$38.8K | 0.16% | 50 |
|
|
2020
Q1 | $399K | Sell |
5,503
-367
| -6% | -$26.6K | 0.15% | 48 |
|
|
2019
Q4 | $707K | Buy |
+5,870
| New | +$707K | 0.26% | 35 |
|