Northwest Quadrant 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 | $993K | Buy |
6,938
+60
| +0.9% | +$8.59K | 0.22% | 21 |
|
|
2025
Q1 | $1.15M | Buy |
6,878
+53
| +0.8% | +$8.87K | 0.27% | 19 |
|
|
2024
Q4 | $989K | Sell |
6,825
-122
| -2% | -$17.7K | 0.22% | 21 |
|
|
2024
Q3 | $1.02M | Buy |
6,947
+52
| +0.8% | +$7.66K | 0.24% | 21 |
|
|
2024
Q2 | $1.08M | Buy |
6,895
+45
| +0.7% | +$7.04K | 0.27% | 20 |
|
|
2024
Q1 | $1.08M | Buy |
6,850
+47
| +0.7% | +$7.41K | 0.26% | 21 |
|
|
2023
Q4 | $1.01M | Sell |
6,803
-131
| -2% | -$19.5K | 0.26% | 22 |
|
|
2023
Q3 | $1.17M | Buy |
6,934
+302
| +5% | +$50.9K | 0.33% | 17 |
|
|
2023
Q2 | $1.04M | Buy |
6,632
+26
| +0.4% | +$4.09K | 0.29% | 21 |
|
|
2023
Q1 | $1.08M | Buy |
6,606
+67
| +1% | +$10.9K | 0.31% | 17 |
|
|
2022
Q4 | $1.17M | Buy |
6,539
+34
| +0.5% | +$6.1K | 0.36% | 13 |
|
|
2022
Q3 | $935K | Sell |
6,505
-11
| -0.2% | -$1.58K | 0.31% | 17 |
|
|
2022
Q2 | $930K | Sell |
6,516
-98
| -1% | -$14K | 0.29% | 18 |
|
|
2022
Q1 | $1.09M | Buy |
6,614
+34
| +0.5% | +$5.59K | 0.3% | 19 |
|
|
2021
Q4 | $772K | Buy |
6,580
+34
| +0.5% | +$3.99K | 0.21% | 27 |
|
|
2021
Q3 | $676K | Sell |
6,546
-43
| -0.7% | -$4.44K | 0.19% | 26 |
|
|
2021
Q2 | $684K | Buy |
6,589
+186
| +3% | +$19.3K | 0.2% | 25 |
|
|
2021
Q1 | $671K | Buy |
6,403
+50
| +0.8% | +$5.24K | 0.21% | 24 |
|
|
2020
Q4 | $542K | Sell |
6,353
-94
| -1% | -$8.02K | 0.18% | 25 |
|
|
2020
Q3 | $464K | Sell |
6,447
-310
| -5% | -$22.3K | 0.18% | 29 |
|
|
2020
Q2 | $592K | Sell |
6,757
-89
| -1% | -$7.8K | 0.25% | 23 |
|
|
2020
Q1 | $634K | Buy |
6,846
+286
| +4% | +$26.5K | 0.29% | 20 |
|
|
2019
Q4 | $786K | Buy |
6,560
+15
| +0.2% | +$1.8K | 0.32% | 19 |
|
|
2019
Q3 | $763K | Sell |
6,545
-70
| -1% | -$8.16K | 0.33% | 19 |
|
|
2019
Q2 | $814K | Buy |
6,615
+319
| +5% | +$39.3K | 0.37% | 17 |
|
|
2019
Q1 | $787K | Buy |
6,296
+55
| +0.9% | +$6.88K | 0.37% | 18 |
|
|
2018
Q4 | $700K | Sell |
6,241
-55
| -0.9% | -$6.17K | 0.35% | 18 |
|
|
2018
Q3 | $752K | Sell |
6,296
-165
| -3% | -$19.7K | 0.46% | 14 |
|
|
2018
Q2 | $817K | Buy |
6,461
+52
| +0.8% | +$6.58K | 0.55% | 11 |
|
|
2018
Q1 | $731K | Buy |
6,409
+56
| +0.9% | +$6.39K | 0.47% | 18 |
|
|
2017
Q4 | $716K | Sell |
6,353
-201
| -3% | -$22.7K | 0.49% | 18 |
|
|
2017
Q3 | $768K | Buy |
6,554
+584
| +10% | +$68.4K | 0.57% | 17 |
|
|
2017
Q2 | $659K | Sell |
5,970
-246
| -4% | -$27.2K | 0.56% | 18 |
|
|
2017
Q1 | $663K | Buy |
6,216
+78
| +1% | +$8.32K | 0.63% | 17 |
|
|
2016
Q4 | $694K | Buy |
+6,138
| New | +$694K | 0.74% | 16 |
|