Merriman Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $680K | Sell |
4,696
-176
| -4% | -$25.5K | 0.03% | 108 |
|
|
2024
Q3 | $718K | Buy |
4,872
+220
| +5% | +$32.4K | 0.03% | 120 |
|
|
2024
Q2 | $728K | Sell |
4,652
-277
| -6% | -$43.3K | 0.03% | 117 |
|
|
2024
Q1 | $777K | Sell |
4,929
-599
| -11% | -$94.5K | 0.03% | 111 |
|
|
2023
Q4 | $825K | Buy |
5,528
+20
| +0.4% | +$2.98K | 0.04% | 106 |
|
|
2023
Q3 | $929K | Sell |
5,508
-1,086
| -16% | -$183K | 0.05% | 83 |
|
|
2023
Q2 | $1.04M | Buy |
6,594
+1,557
| +31% | +$245K | 0.05% | 100 |
|
|
2023
Q1 | $822K | Sell |
5,037
-243
| -5% | -$39.6K | 0.04% | 105 |
|
|
2022
Q4 | $948K | Buy |
5,280
+279
| +6% | +$50.1K | 0.05% | 100 |
|
|
2022
Q3 | $718K | Sell |
5,001
-5
| -0.1% | -$718 | 0.05% | 79 |
|
|
2022
Q2 | $725K | Sell |
5,006
-266
| -5% | -$38.5K | 0.05% | 85 |
|
|
2022
Q1 | $858K | Sell |
5,272
-580
| -10% | -$94.4K | 0.07% | 90 |
|
|
2021
Q4 | $687K | Buy |
5,852
+624
| +12% | +$73.3K | 0.05% | 126 |
|
|
2021
Q3 | $530K | Sell |
5,228
-89
| -2% | -$9.02K | 0.04% | 134 |
|
|
2021
Q2 | $557K | Buy |
5,317
+527
| +11% | +$55.2K | 0.05% | 155 |
|
|
2021
Q1 | $502K | Sell |
4,790
-258
| -5% | -$27K | 0.06% | 132 |
|
|
2020
Q4 | $427K | Buy |
5,048
+26
| +0.5% | +$2.2K | 0.05% | 152 |
|
|
2020
Q3 | $362K | Sell |
5,022
-455
| -8% | -$32.8K | 0.05% | 127 |
|
|
2020
Q2 | $489K | Sell |
5,477
-405
| -7% | -$36.2K | 0.08% | 104 |
|
|
2020
Q1 | $426K | Sell |
5,882
-391
| -6% | -$28.3K | 0.09% | 99 |
|
|
2019
Q4 | $756K | Buy |
6,273
+145
| +2% | +$17.5K | 0.15% | 109 |
|
|
2019
Q3 | $727K | Buy |
6,128
+1,985
| +48% | +$235K | 0.15% | 99 |
|
|
2019
Q2 | $5.17K | Sell |
4,143
-153
| -4% | -$191 | 0.1% | 125 |
|
|
2019
Q1 | $529K | Sell |
4,296
-195
| -4% | -$24K | 0.1% | 131 |
|
|
2018
Q4 | $498K | Buy |
4,491
+412
| +10% | +$45.7K | 0.11% | 90 |
|
|
2018
Q3 | $499K | Sell |
4,079
-34
| -0.8% | -$4.16K | 0.11% | 110 |
|
|
2018
Q2 | $520K | Sell |
4,113
-76
| -2% | -$9.61K | 0.12% | 104 |
|
|
2018
Q1 | $478K | Sell |
4,189
-12
| -0.3% | -$1.37K | 0.13% | 124 |
|
|
2017
Q4 | $526K | Sell |
4,201
-544
| -11% | -$68.1K | 0.13% | 113 |
|
|
2017
Q3 | $558K | Buy |
4,745
+2,658
| +127% | +$313K | 0.13% | 101 |
|
|
2017
Q2 | $218K | Hold |
2,087
| – | – | 0.06% | 108 |
|
|
2017
Q1 | $224K | Buy |
+2,087
| New | +$224K | 0.05% | 123 |
|
|
2015
Q3 | – | Sell |
-4,271
| Closed | -$398K | – | 38 |
|
|
2015
Q2 | $398K | Hold |
4,271
| – | – | 0.79% | 20 |
|
|
2015
Q1 | $456K | Buy |
4,271
+455
| +12% | +$48.6K | 0.46% | 33 |
|
|
2014
Q4 | $412K | Hold |
3,816
| – | – | 0.59% | 27 |
|
|
2014
Q3 | $453K | Buy |
3,816
+1,468
| +63% | +$174K | 0.59% | 27 |
|
|
2014
Q2 | $309K | Sell |
2,348
-276
| -11% | -$36.3K | 0.31% | 32 |
|
|
2014
Q1 | $336K | Buy |
+2,624
| New | +$336K | 0.35% | 30 |
|