Obermeyer Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
5,912
-739
| -11% | -$106K | 0.04% | 115 |
|
|
2025
Q1 | $1.11M | Buy |
6,651
+53
| +0.8% | +$8.87K | 0.06% | 90 |
|
|
2024
Q4 | $956K | Sell |
6,598
-113,785
| -95% | -$16.5M | 0.05% | 106 |
|
|
2024
Q3 | $17.7M | Sell |
120,383
-5,822
| -5% | -$857K | 0.95% | 35 |
|
|
2024
Q2 | $19.7M | Sell |
126,205
-1,679
| -1% | -$263K | 1.13% | 33 |
|
|
2024
Q1 | $20.2M | Sell |
127,884
-1,897
| -1% | -$299K | 1.19% | 32 |
|
|
2023
Q4 | $19.4M | Sell |
129,781
-5,401
| -4% | -$806K | 1.32% | 28 |
|
|
2023
Q3 | $22.8M | Buy |
135,182
+314
| +0.2% | +$52.9K | 1.69% | 25 |
|
|
2023
Q2 | $21.2M | Sell |
134,868
-3,476
| -3% | -$547K | 1.53% | 26 |
|
|
2023
Q1 | $22.6M | Buy |
138,344
+133,921
| +3,028% | +$21.9M | 1.69% | 27 |
|
|
2022
Q4 | $794K | Sell |
4,423
-14
| -0.3% | -$2.51K | 0.06% | 81 |
|
|
2022
Q3 | $638K | Buy |
4,437
+96
| +2% | +$13.8K | 0.05% | 89 |
|
|
2022
Q2 | $629K | Hold |
4,341
| – | – | 0.05% | 95 |
|
|
2022
Q1 | $707K | Sell |
4,341
-10
| -0.2% | -$1.63K | 0.04% | 102 |
|
|
2021
Q4 | $511K | Sell |
4,351
-798
| -15% | -$93.7K | 0.03% | 126 |
|
|
2021
Q3 | $522K | Buy |
5,149
+960
| +23% | +$97.3K | 0.03% | 117 |
|
|
2021
Q2 | $439K | Buy |
4,189
+894
| +27% | +$93.7K | 0.02% | 135 |
|
|
2021
Q1 | $345K | Buy |
3,295
+336
| +11% | +$35.2K | 0.02% | 149 |
|
|
2020
Q4 | $250K | Sell |
2,959
-3,116
| -51% | -$263K | 0.02% | 129 |
|
|
2020
Q3 | $437K | Buy |
6,075
+791
| +15% | +$56.9K | 0.03% | 90 |
|
|
2020
Q2 | $471K | Sell |
5,284
-326
| -6% | -$29.1K | 0.04% | 81 |
|
|
2020
Q1 | $407K | Sell |
5,610
-149
| -3% | -$10.8K | 0.04% | 76 |
|
|
2019
Q4 | $694K | Sell |
5,759
-210
| -4% | -$25.3K | 0.06% | 67 |
|
|
2019
Q3 | $708K | Sell |
5,969
-220
| -4% | -$26.1K | 0.07% | 61 |
|
|
2019
Q2 | $770K | Sell |
6,189
-500
| -7% | -$62.2K | 0.07% | 59 |
|
|
2019
Q1 | $824K | Sell |
6,689
-350
| -5% | -$43.1K | 0.08% | 57 |
|
|
2018
Q4 | $766K | Hold |
7,039
| – | – | 0.08% | 59 |
|
|
2018
Q3 | $861K | Sell |
7,039
-5,279
| -43% | -$646K | 0.07% | 57 |
|
|
2018
Q2 | $1.56M | Buy |
12,318
+3,936
| +47% | +$498K | 0.14% | 46 |
|
|
2018
Q1 | $956K | Sell |
8,382
-926
| -10% | -$106K | 0.09% | 54 |
|
|
2017
Q4 | $1.17M | Buy |
9,308
+143
| +2% | +$17.9K | 0.1% | 54 |
|
|
2017
Q3 | $1.08M | Buy |
9,165
+150
| +2% | +$17.6K | 0.09% | 58 |
|
|
2017
Q2 | $941K | Buy |
9,015
+311
| +4% | +$32.5K | 0.08% | 61 |
|
|
2017
Q1 | $935K | Sell |
8,704
-2,580
| -23% | -$277K | 0.09% | 60 |
|
|
2016
Q4 | $1.33M | Buy |
11,284
+1,512
| +15% | +$178K | 0.13% | 49 |
|
|
2016
Q3 | $1.01M | Hold |
9,772
| – | – | 0.1% | 55 |
|
|
2016
Q2 | $1.02M | Sell |
9,772
-1,183
| -11% | -$124K | 0.1% | 55 |
|
|
2016
Q1 | $1.05M | Hold |
10,955
| – | – | 0.1% | 52 |
|
|
2015
Q4 | $986K | Sell |
10,955
-1,450
| -12% | -$131K | 0.09% | 52 |
|
|
2015
Q3 | $979K | Sell |
12,405
-76
| -0.6% | -$6K | 0.1% | 49 |
|
|
2015
Q2 | $1.2M | Buy |
12,481
+50
| +0.4% | +$4.82K | 0.1% | 55 |
|
|
2015
Q1 | $1.31M | Buy |
12,431
+525
| +4% | +$55.1K | 0.11% | 65 |
|
|
2014
Q4 | $1.34M | Buy |
11,906
+4,888
| +70% | +$548K | 0.12% | 68 |
|
|
2014
Q3 | $837K | Buy |
7,018
+100
| +1% | +$11.9K | 0.21% | 36 |
|
|
2014
Q2 | $903K | Sell |
6,918
-1,600
| -19% | -$209K | 0.22% | 34 |
|
|
2014
Q1 | $1.01M | Sell |
8,518
-4,704
| -36% | -$559K | 0.25% | 33 |
|
|
2013
Q4 | $1.65M | Hold |
13,222
| – | – | 0.42% | 30 |
|
|
2013
Q3 | $1.61M | Sell |
13,222
-200
| -1% | -$24.3K | 0.45% | 30 |
|
|
2013
Q2 | $1.59M | Buy |
+13,422
| New | +$1.59M | 0.44% | 30 |
|