Occidental Asset 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 | $751K | Buy |
5,242
+10
| +0.2% | +$1.43K | 0.1% | 122 |
|
|
2025
Q1 | $875K | Buy |
5,232
+602
| +13% | +$101K | 0.13% | 108 |
|
|
2024
Q4 | $671K | Sell |
4,630
-130
| -3% | -$18.8K | 0.1% | 123 |
|
|
2024
Q3 | $701K | Buy |
4,760
+1,033
| +28% | +$152K | 0.11% | 127 |
|
|
2024
Q2 | $583K | Buy |
3,727
+1,399
| +60% | +$219K | 0.1% | 129 |
|
|
2024
Q1 | $367K | Sell |
2,328
-464
| -17% | -$73.2K | 0.07% | 145 |
|
|
2023
Q4 | $416K | Sell |
2,792
-130
| -4% | -$19.4K | 0.09% | 146 |
|
|
2023
Q3 | $493K | Sell |
2,922
-315
| -10% | -$53.1K | 0.11% | 132 |
|
|
2023
Q2 | $509K | Sell |
3,237
-110
| -3% | -$17.3K | 0.12% | 148 |
|
|
2023
Q1 | $546K | Buy |
3,347
+312
| +10% | +$50.9K | 0.14% | 127 |
|
|
2022
Q4 | $545K | Buy |
3,035
+884
| +41% | +$159K | 0.15% | 128 |
|
|
2022
Q3 | $309K | Buy |
2,151
+4
| +0.2% | +$575 | 0.09% | 142 |
|
|
2022
Q2 | $311K | Buy |
2,147
+4
| +0.2% | +$579 | 0.09% | 144 |
|
|
2022
Q1 | $349K | Buy |
2,143
+31
| +1% | +$5.05K | 0.09% | 149 |
|
|
2021
Q4 | $248K | Sell |
2,112
-181
| -8% | -$21.3K | 0.06% | 180 |
|
|
2021
Q3 | $233K | Buy |
2,293
+106
| +5% | +$10.8K | 0.06% | 187 |
|
|
2021
Q2 | $229K | Buy |
+2,187
| New | +$229K | 0.06% | 183 |
|