Meridian 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 | $11.2M | Buy |
78,344
+1,389
| +2% | +$199K | 0.48% | 43 |
|
|
2025
Q1 | $12.9M | Buy |
76,955
+4,410
| +6% | +$738K | 0.62% | 28 |
|
|
2024
Q4 | $10.5M | Sell |
72,545
-2,502
| -3% | -$362K | 0.5% | 44 |
|
|
2024
Q3 | $11.1M | Buy |
+75,047
| New | +$11.1M | 0.54% | 38 |
|
|
2024
Q2 | – | Sell |
-69,704
| Closed | -$11M | – | 338 |
|
|
2024
Q1 | $11M | Buy |
69,704
+8,901
| +15% | +$1.4M | 1.83% | 11 |
|
|
2023
Q4 | $9.07M | Buy |
60,803
+9,421
| +18% | +$1.41M | 0.58% | 34 |
|
|
2023
Q3 | $8.66M | Buy |
51,382
+26,974
| +111% | +$4.55M | 0.53% | 35 |
|
|
2023
Q2 | $3.84M | Sell |
24,408
-5,488
| -18% | -$864K | 0.32% | 64 |
|
|
2023
Q1 | $4.88M | Sell |
29,896
-165
| -0.5% | -$26.9K | 0.43% | 46 |
|
|
2022
Q4 | $5.4M | Buy |
30,061
+1,410
| +5% | +$253K | 0.53% | 30 |
|
|
2022
Q3 | $4.12M | Sell |
28,651
-1,078
| -4% | -$155K | 0.44% | 44 |
|
|
2022
Q2 | $4.3M | Buy |
29,729
+3,473
| +13% | +$503K | 0.35% | 67 |
|
|
2022
Q1 | $4.28M | Sell |
26,256
-1,863
| -7% | -$303K | 0.47% | 39 |
|
|
2021
Q4 | $3.3M | Sell |
28,119
-765
| -3% | -$89.8K | 0.35% | 62 |
|
|
2021
Q3 | $2.93M | Sell |
28,884
-5,451
| -16% | -$553K | 0.36% | 60 |
|
|
2021
Q2 | $3.6M | Buy |
34,335
+311
| +0.9% | +$32.6K | 0.46% | 45 |
|
|
2021
Q1 | $3.57M | Buy |
34,024
+7,083
| +26% | +$742K | 0.52% | 40 |
|
|
2020
Q4 | $2.28M | Buy |
26,941
+5,147
| +24% | +$435K | 0.36% | 62 |
|
|
2020
Q3 | $1.57M | Sell |
21,794
-2,863
| -12% | -$206K | 0.38% | 56 |
|
|
2020
Q2 | $2.2M | Buy |
24,657
+9,931
| +67% | +$886K | 0.74% | 25 |
|
|
2020
Q1 | $1.07M | Buy |
14,726
+7,953
| +117% | +$576K | 0.47% | 44 |
|
|
2019
Q4 | $816K | Sell |
6,773
-1,272
| -16% | -$153K | 0.39% | 50 |
|
|
2019
Q3 | $954K | Buy |
8,045
+35
| +0.4% | +$4.15K | 0.45% | 40 |
|
|
2019
Q2 | $9.97K | Buy |
8,010
+56
| +0.7% | +$70 | 0.4% | 40 |
|
|
2019
Q1 | $980K | Sell |
7,954
-2,196
| -22% | -$271K | 0.45% | 45 |
|
|
2018
Q4 | $1.1M | Buy |
10,150
+3,137
| +45% | +$341K | 0.65% | 33 |
|
|
2018
Q3 | $858K | Sell |
7,013
-4,485
| -39% | -$549K | 0.37% | 48 |
|
|
2018
Q2 | $1.45M | Buy |
11,498
+3,712
| +48% | +$469K | 0.68% | 29 |
|
|
2018
Q1 | $888K | Buy |
7,786
+1,527
| +24% | +$174K | 0.44% | 42 |
|
|
2017
Q4 | $771K | Buy |
6,259
+101
| +2% | +$12.4K | 0.48% | 46 |
|
|
2017
Q3 | $723K | Sell |
6,158
-6,478
| -51% | -$761K | 0.46% | 50 |
|
|
2017
Q2 | $1.32M | Buy |
12,636
+442
| +4% | +$46.1K | 0.84% | 21 |
|
|
2017
Q1 | $1.31M | Buy |
12,194
+3,941
| +48% | +$423K | 0.78% | 29 |
|
|
2016
Q4 | $954K | Buy |
+8,253
| New | +$954K | 0.76% | 34 |
|