McKinley Carter Wealth Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
24,014
+3,002
| +14% | +$430K | 0.19% | 85 |
|
|
2025
Q1 | $3.52M | Buy |
21,012
+667
| +3% | +$112K | 0.22% | 80 |
|
|
2024
Q4 | $2.95M | Sell |
20,345
-776
| -4% | -$112K | 0.18% | 90 |
|
|
2024
Q3 | $3.11M | Buy |
21,121
+401
| +2% | +$59.1K | 0.19% | 93 |
|
|
2024
Q2 | $3.24M | Buy |
20,720
+436
| +2% | +$68.2K | 0.21% | 84 |
|
|
2024
Q1 | $3.2M | Sell |
20,284
-97
| -0.5% | -$15.3K | 0.21% | 87 |
|
|
2023
Q4 | $3.04M | Buy |
20,381
+99
| +0.5% | +$14.8K | 0.22% | 85 |
|
|
2023
Q3 | $3.42M | Sell |
20,282
-393
| -2% | -$66.3K | 0.27% | 73 |
|
|
2023
Q2 | $3.25M | Sell |
20,675
-399
| -2% | -$62.8K | 0.24% | 75 |
|
|
2023
Q1 | $3.44M | Buy |
21,074
+1,072
| +5% | +$175K | 0.27% | 70 |
|
|
2022
Q4 | $3.59M | Buy |
20,002
+314
| +2% | +$56.4K | 0.3% | 71 |
|
|
2022
Q3 | $2.83M | Sell |
19,688
-1,059
| -5% | -$152K | 0.26% | 69 |
|
|
2022
Q2 | $3M | Buy |
20,747
+4,122
| +25% | +$597K | 0.27% | 72 |
|
|
2022
Q1 | $2.71M | Buy |
16,625
+403
| +2% | +$65.6K | 0.21% | 81 |
|
|
2021
Q4 | $1.9M | Buy |
16,222
+775
| +5% | +$91K | 0.14% | 110 |
|
|
2021
Q3 | $1.57M | Sell |
15,447
-514
| -3% | -$52.1K | 0.13% | 119 |
|
|
2021
Q2 | $1.67M | Buy |
15,961
+555
| +4% | +$58.1K | 0.14% | 112 |
|
|
2021
Q1 | $1.62M | Buy |
15,406
+2,401
| +18% | +$252K | 0.14% | 118 |
|
|
2020
Q4 | $1.1M | Buy |
13,005
+780
| +6% | +$65.9K | 0.14% | 123 |
|
|
2020
Q3 | $880K | Buy |
12,225
+639
| +6% | +$46K | 0.2% | 79 |
|
|
2020
Q2 | $1.03M | Buy |
+11,586
| New | +$1.03M | 0.25% | 69 |
|
|
2020
Q1 | – | Sell |
-5,396
| Closed | -$650K | – | 144 |
|
|
2019
Q4 | $650K | Buy |
5,396
+102
| +2% | +$12.3K | 0.15% | 97 |
|
|
2019
Q3 | $628K | Sell |
5,294
-47
| -0.9% | -$5.58K | 0.16% | 101 |
|
|
2019
Q2 | $665K | Buy |
5,341
+120
| +2% | +$14.9K | 0.18% | 95 |
|
|
2019
Q1 | $643K | Sell |
5,221
-500
| -9% | -$61.6K | 0.18% | 95 |
|
|
2018
Q4 | $622K | Sell |
5,721
-38
| -0.7% | -$4.13K | 0.21% | 93 |
|
|
2018
Q3 | $704K | Sell |
5,759
-331
| -5% | -$40.5K | 0.21% | 86 |
|
|
2018
Q2 | $770K | Sell |
6,090
-167
| -3% | -$21.1K | 0.25% | 79 |
|
|
2018
Q1 | $714K | Buy |
6,257
+1,281
| +26% | +$146K | 0.23% | 83 |
|
|
2017
Q4 | $623K | Sell |
4,976
-1,774
| -26% | -$222K | 0.21% | 87 |
|
|
2017
Q3 | $793K | Buy |
6,750
+205
| +3% | +$24.1K | 0.3% | 68 |
|
|
2017
Q2 | $683K | Buy |
6,545
+672
| +11% | +$70.1K | 0.3% | 64 |
|
|
2017
Q1 | $631K | Sell |
5,873
-366
| -6% | -$39.3K | 0.29% | 68 |
|
|
2016
Q4 | $734K | Sell |
6,239
-248
| -4% | -$29.2K | 0.37% | 62 |
|
|
2016
Q3 | $668K | Buy |
6,487
+3
| +0% | +$309 | 0.34% | 65 |
|
|
2016
Q2 | $680K | Buy |
6,484
+158
| +2% | +$16.6K | 0.35% | 63 |
|
|
2016
Q1 | $604K | Buy |
6,326
+979
| +18% | +$93.5K | 0.33% | 72 |
|
|
2015
Q4 | $481K | Buy |
5,347
+660
| +14% | +$59.4K | 0.28% | 71 |
|
|
2015
Q3 | $370K | Sell |
4,687
-2,340
| -33% | -$185K | 0.23% | 74 |
|
|
2015
Q2 | $678K | Buy |
7,027
+612
| +10% | +$59K | 0.37% | 69 |
|
|
2015
Q1 | $673K | Buy |
6,415
+892
| +16% | +$93.6K | 0.43% | 60 |
|
|
2014
Q4 | $620K | Buy |
+5,523
| New | +$620K | 0.49% | 53 |
|
|
2014
Q1 | – | Sell |
-2,759
| Closed | -$345K | – | 101 |
|
|
2013
Q4 | $345K | Buy |
2,759
+54
| +2% | +$6.75K | 0.34% | 79 |
|
|
2013
Q3 | $329K | Buy |
+2,705
| New | +$329K | 0.39% | 59 |
|