Northwest 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 | $264K | Buy |
1,842
+93
| +5% | +$13.3K | 0.05% | 162 |
|
|
2025
Q1 | $293K | Sell |
1,749
-1
| -0.1% | -$167 | 0.06% | 138 |
|
|
2024
Q4 | $253K | Sell |
1,750
-16
| -0.9% | -$2.32K | 0.05% | 140 |
|
|
2024
Q3 | $260K | Sell |
1,766
-118
| -6% | -$17.4K | 0.06% | 133 |
|
|
2024
Q2 | $295K | Buy |
1,884
+102
| +6% | +$16K | 0.08% | 121 |
|
|
2024
Q1 | $281K | Sell |
1,782
-266
| -13% | -$42K | 0.08% | 131 |
|
|
2023
Q4 | $306K | Sell |
2,048
-2,387
| -54% | -$356K | 0.09% | 120 |
|
|
2023
Q3 | $748K | Buy |
4,435
+55
| +1% | +$9.27K | 0.27% | 70 |
|
|
2023
Q2 | $689K | Sell |
4,380
-44
| -1% | -$6.92K | 0.25% | 72 |
|
|
2023
Q1 | $722K | Buy |
4,424
+1,859
| +72% | +$303K | 0.28% | 71 |
|
|
2022
Q4 | $460K | Buy |
2,565
+395
| +18% | +$70.9K | 0.2% | 90 |
|
|
2022
Q3 | $312K | Buy |
2,170
+677
| +45% | +$97.3K | 0.14% | 112 |
|
|
2022
Q2 | $216K | Sell |
1,493
-30
| -2% | -$4.34K | 0.09% | 133 |
|
|
2022
Q1 | $248K | Buy |
+1,523
| New | +$248K | 0.12% | 116 |
|
|
2021
Q3 | – | Sell |
-1,924
| Closed | -$201K | – | 120 |
|
|
2021
Q2 | $201K | Buy |
+1,924
| New | +$201K | 0.11% | 126 |
|
|
2019
Q4 | – | Sell |
-2,456
| Closed | -$291K | – | 102 |
|
|
2019
Q3 | $291K | Sell |
2,456
-386
| -14% | -$45.7K | 0.24% | 92 |
|
|
2019
Q2 | $354K | Buy |
2,842
+3
| +0.1% | +$374 | 0.29% | 84 |
|
|
2019
Q1 | $350K | Sell |
2,839
-7
| -0.2% | -$863 | 0.26% | 81 |
|
|
2018
Q4 | $310K | Buy |
2,846
+288
| +11% | +$31.4K | 0.26% | 79 |
|
|
2018
Q3 | $313K | Buy |
2,558
+3
| +0.1% | +$367 | 0.23% | 86 |
|
|
2018
Q2 | $323K | Buy |
2,555
+3
| +0.1% | +$379 | 0.24% | 77 |
|
|
2018
Q1 | $291K | Buy |
2,552
+47
| +2% | +$5.36K | 0.22% | 85 |
|
|
2017
Q4 | $314K | Buy |
2,505
+29
| +1% | +$3.64K | 0.26% | 72 |
|
|
2017
Q3 | $291K | Sell |
2,476
-67
| -3% | -$7.87K | 0.41% | 49 |
|
|
2017
Q2 | $265K | Sell |
2,543
-288
| -10% | -$30K | 0.24% | 79 |
|
|
2017
Q1 | $304K | Buy |
2,831
+3
| +0.1% | +$322 | 0.28% | 71 |
|
|
2016
Q4 | $333K | Buy |
+2,828
| New | +$333K | 0.34% | 62 |
|