Omnia Family Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,549
-420
| -21% | -$60.1K | 0.08% | 86 |
|
|
2025
Q1 | $329K | Buy |
1,969
+465
| +31% | +$77.8K | 0.14% | 55 |
|
|
2024
Q4 | $218K | Buy |
+1,504
| New | +$218K | 0.09% | 71 |
|
|
2024
Q3 | – | Sell |
-1,392
| Closed | -$218K | – | 82 |
|
|
2024
Q2 | $218K | Sell |
1,392
-19
| -1% | -$2.97K | 0.09% | 76 |
|
|
2024
Q1 | $223K | Buy |
+1,411
| New | +$223K | 0.1% | 67 |
|
|
2023
Q4 | – | Sell |
-1,230
| Closed | -$207K | – | 65 |
|
|
2023
Q3 | $207K | Sell |
1,230
-421
| -25% | -$71K | 0.13% | 64 |
|
|
2023
Q2 | $260K | Hold |
1,651
| – | – | 0.18% | 57 |
|
|
2023
Q1 | $269K | Hold |
1,651
| – | – | 0.21% | 54 |
|
|
2022
Q4 | $296K | Hold |
1,651
| – | – | 0.24% | 53 |
|
|
2022
Q3 | $237K | Hold |
1,651
| – | – | 0.19% | 50 |
|
|
2022
Q2 | $239K | Hold |
1,651
| – | – | 0.18% | 53 |
|
|
2022
Q1 | $269K | Buy |
+1,651
| New | +$269K | 0.18% | 57 |
|
|
2021
Q1 | – | Sell |
-4,443
| Closed | -$375K | – | 69 |
|
|
2020
Q4 | $375K | Buy |
4,443
+37
| +0.8% | +$3.13K | 0.34% | 48 |
|
|
2020
Q3 | $317K | Hold |
4,406
| – | – | 0.3% | 51 |
|
|
2020
Q2 | $393K | Sell |
4,406
-61
| -1% | -$5.44K | 0.39% | 40 |
|
|
2020
Q1 | $324K | Sell |
4,467
-1,084
| -20% | -$78.6K | 0.34% | 48 |
|
|
2019
Q4 | $669K | Buy |
5,551
+1,075
| +24% | +$130K | 0.31% | 45 |
|
|
2019
Q3 | $531K | Buy |
4,476
+119
| +3% | +$14.1K | 0.39% | 42 |
|
|
2019
Q2 | $542K | Buy |
4,357
+14
| +0.3% | +$1.74K | 0.27% | 44 |
|
|
2019
Q1 | $535K | Buy |
4,343
+114
| +3% | +$14K | 0.26% | 44 |
|
|
2018
Q4 | $460K | Buy |
4,229
+37
| +0.9% | +$4.03K | 0.25% | 48 |
|
|
2018
Q3 | $513K | Sell |
4,192
-111
| -3% | -$13.6K | 0.24% | 46 |
|
|
2018
Q2 | $544K | Buy |
4,303
+1,500
| +54% | +$190K | 0.25% | 41 |
|
|
2018
Q1 | $320K | Sell |
2,803
-309
| -10% | -$35.3K | 0.15% | 58 |
|
|
2017
Q4 | $390K | Buy |
3,112
+309
| +11% | +$38.7K | 0.18% | 52 |
|
|
2017
Q3 | $329K | Sell |
2,803
-203
| -7% | -$23.8K | 0.16% | 54 |
|
|
2017
Q2 | $314K | Buy |
3,006
+88
| +3% | +$9.19K | 0.15% | 56 |
|
|
2017
Q1 | $313K | Sell |
2,918
-120
| -4% | -$12.9K | 0.15% | 61 |
|
|
2016
Q4 | $358K | Buy |
+3,038
| New | +$358K | 0.18% | 58 |
|