Northwest Capital 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 | $224K | Sell |
1,562
-65
| -4% | -$9.31K | 0.12% | 105 |
|
|
2025
Q1 | $272K | Hold |
1,627
| – | – | 0.11% | 101 |
|
|
2024
Q4 | $236K | Hold |
1,627
| – | – | 0.1% | 95 |
|
|
2024
Q3 | $240K | Hold |
1,627
| – | – | 0.09% | 93 |
|
|
2024
Q2 | $254K | Sell |
1,627
-412
| -20% | -$64.4K | 0.09% | 90 |
|
|
2024
Q1 | $322K | Hold |
2,039
| – | – | 0.1% | 88 |
|
|
2023
Q4 | $304K | Buy |
2,039
+29
| +1% | +$4.33K | 0.1% | 84 |
|
|
2023
Q3 | $339K | Sell |
2,010
-22
| -1% | -$3.71K | 0.13% | 81 |
|
|
2023
Q2 | $320K | Buy |
2,032
+3
| +0.1% | +$472 | 0.13% | 83 |
|
|
2023
Q1 | $331K | Sell |
2,029
-223
| -10% | -$36.4K | 0.16% | 74 |
|
|
2022
Q4 | $404K | Buy |
2,252
+5
| +0.2% | +$898 | 0.21% | 64 |
|
|
2022
Q3 | $323K | Buy |
2,247
+53
| +2% | +$7.62K | 0.19% | 66 |
|
|
2022
Q2 | $318K | Buy |
2,194
+5
| +0.2% | +$725 | 0.17% | 68 |
|
|
2022
Q1 | $356K | Buy |
2,189
+45
| +2% | +$7.32K | 0.17% | 67 |
|
|
2021
Q4 | $291K | Sell |
2,144
-28
| -1% | -$3.8K | 0.14% | 73 |
|
|
2021
Q3 | $245K | Sell |
2,172
-43
| -2% | -$4.85K | 0.13% | 80 |
|
|
2021
Q2 | $225K | Buy |
+2,215
| New | +$225K | 0.13% | 79 |
|
|
2020
Q3 | – | Sell |
-2,333
| Closed | -$208K | – | 59 |
|
|
2020
Q2 | $208K | Sell |
2,333
-1,618
| -41% | -$144K | 0.18% | 54 |
|
|
2020
Q1 | $286K | Sell |
3,951
-136
| -3% | -$9.85K | 0.29% | 43 |
|
|
2019
Q4 | $493K | Buy |
4,087
+742
| +22% | +$89.5K | 0.45% | 32 |
|
|
2019
Q3 | $397K | Hold |
3,345
| – | – | 0.42% | 40 |
|
|
2019
Q2 | $416K | Sell |
3,345
-1,899
| -36% | -$236K | 0.45% | 37 |
|
|
2019
Q1 | $646K | Sell |
5,244
-12
| -0.2% | -$1.48K | 0.78% | 24 |
|
|
2018
Q4 | $571K | Buy |
5,256
+12
| +0.2% | +$1.3K | 0.8% | 29 |
|
|
2018
Q3 | $641K | Sell |
5,244
-98
| -2% | -$12K | 0.68% | 30 |
|
|
2018
Q2 | $675K | Buy |
5,342
+1,040
| +24% | +$131K | 0.84% | 23 |
|
|
2018
Q1 | $491K | Hold |
4,302
| – | – | 0.53% | 34 |
|
|
2017
Q4 | $539K | Buy |
+4,302
| New | +$539K | 0.59% | 29 |
|