Moulton 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 | $720K | Buy |
4,850
+2
| +0% | +$297 | 0.54% | 32 |
|
|
2025
Q1 | $811K | Buy |
4,848
+2
| +0% | +$335 | 0.62% | 26 |
|
|
2024
Q4 | $702K | Hold |
4,846
| – | – | 0.54% | 31 |
|
|
2024
Q3 | $730K | Hold |
4,846
| – | – | 0.61% | 29 |
|
|
2024
Q2 | $745K | Hold |
4,846
| – | – | 0.68% | 24 |
|
|
2024
Q1 | $764K | Hold |
4,846
| – | – | 0.8% | 18 |
|
|
2023
Q4 | $711K | Hold |
4,846
| – | – | 0.91% | 13 |
|
|
2023
Q3 | $787K | Hold |
4,846
| – | – | 1.16% | 11 |
|
|
2023
Q2 | $763K | Hold |
4,846
| – | – | 1.35% | 13 |
|
|
2023
Q1 | $820K | Hold |
4,846
| – | – | 1.8% | 11 |
|
|
2022
Q4 | $852K | Hold |
4,846
| – | – | 2.92% | 10 |
|
|
2022
Q3 | $696K | Sell |
4,846
-357
| -7% | -$51.3K | 4.38% | 8 |
|
|
2022
Q2 | $854K | Hold |
5,203
| – | – | 0.89% | 15 |
|
|
2022
Q1 | $854K | Buy |
5,203
+3
| +0.1% | +$492 | 0.89% | 15 |
|
|
2021
Q4 | $633K | Buy |
5,200
+554
| +12% | +$67.4K | 0.46% | 23 |
|
|
2021
Q3 | $485K | Hold |
4,646
| – | – | 0.36% | 27 |
|
|
2021
Q2 | $487K | Hold |
4,646
| – | – | 0.36% | 32 |
|
|
2021
Q1 | $481K | Sell |
4,646
-58
| -1% | -$6.01K | 0.36% | 33 |
|
|
2020
Q4 | $431K | Hold |
4,704
| – | – | 0.35% | 20 |
|
|
2020
Q3 | $350K | Hold |
4,704
| – | – | 0.38% | 14 |
|
|
2020
Q2 | $415K | Hold |
4,704
| – | – | 0.52% | 13 |
|
|
2020
Q1 | $397K | Sell |
4,704
-1,112
| -19% | -$93.8K | 0.65% | 11 |
|
|
2019
Q4 | $704K | Buy |
+5,816
| New | +$704K | 0.58% | 19 |
|