Paulson 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 | $475K | Buy |
3,314
+155
| +5% | +$22.2K | 0.12% | 86 |
|
|
2025
Q1 | $528K | Sell |
3,159
-427
| -12% | -$71.4K | 0.15% | 68 |
|
|
2024
Q4 | $519K | Sell |
3,586
-1,248
| -26% | -$181K | 0.14% | 71 |
|
|
2024
Q3 | $712K | Buy |
4,834
+13
| +0.3% | +$1.92K | 0.19% | 59 |
|
|
2024
Q2 | $754K | Sell |
4,821
-78
| -2% | -$12.2K | 0.22% | 56 |
|
|
2024
Q1 | $773K | Buy |
4,899
+1,010
| +26% | +$159K | 0.23% | 51 |
|
|
2023
Q4 | $580K | Sell |
3,889
-838
| -18% | -$125K | 0.19% | 65 |
|
|
2023
Q3 | $797K | Buy |
4,727
+828
| +21% | +$140K | 0.28% | 48 |
|
|
2023
Q2 | $614K | Buy |
3,899
+596
| +18% | +$93.8K | 0.21% | 57 |
|
|
2023
Q1 | $539K | Buy |
3,303
+111
| +3% | +$18.1K | 0.24% | 39 |
|
|
2022
Q4 | $573K | Buy |
3,192
+4
| +0.1% | +$718 | 0.28% | 35 |
|
|
2022
Q3 | $458K | Sell |
3,188
-43
| -1% | -$6.18K | 0.25% | 36 |
|
|
2022
Q2 | $468K | Buy |
3,231
+273
| +9% | +$39.5K | 0.25% | 42 |
|
|
2022
Q1 | $482K | Buy |
2,958
+118
| +4% | +$19.2K | 0.22% | 40 |
|
|
2021
Q4 | $333K | Buy |
+2,840
| New | +$333K | 0.15% | 61 |
|
|
2020
Q2 | – | Sell |
-3,061
| Closed | -$253K | – | 85 |
|
|
2020
Q1 | $253K | Sell |
3,061
-519
| -14% | -$42.9K | 0.19% | 72 |
|
|
2019
Q4 | $414K | Buy |
3,580
+298
| +9% | +$34.5K | 0.29% | 65 |
|
|
2019
Q3 | $389K | Buy |
3,282
+52
| +2% | +$6.16K | 0.29% | 62 |
|
|
2019
Q2 | $406K | Buy |
3,230
+65
| +2% | +$8.17K | 0.3% | 60 |
|
|
2019
Q1 | $390K | Buy |
3,165
+89
| +3% | +$11K | 0.3% | 73 |
|
|
2018
Q4 | $346K | Buy |
3,076
+718
| +30% | +$80.8K | 0.29% | 77 |
|
|
2018
Q3 | $267K | Buy |
2,358
+83
| +4% | +$9.4K | 0.24% | 97 |
|
|
2018
Q2 | $288K | Sell |
2,275
-100
| -4% | -$12.7K | 0.28% | 79 |
|
|
2018
Q1 | $271K | Buy |
2,375
+75
| +3% | +$8.56K | 0.27% | 88 |
|
|
2017
Q4 | $288K | Buy |
+2,300
| New | +$288K | 0.25% | 78 |
|