PBMares 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 | $761K | Buy |
5,315
+75
| +1% | +$10.7K | 0.14% | 83 |
|
|
2025
Q1 | $877K | Sell |
5,240
-404
| -7% | -$67.6K | 0.18% | 73 |
|
|
2024
Q4 | $818K | Sell |
5,644
-90
| -2% | -$13K | 0.17% | 81 |
|
|
2024
Q3 | $845K | Buy |
5,734
+22
| +0.4% | +$3.24K | 0.18% | 77 |
|
|
2024
Q2 | $894K | Sell |
5,712
-479
| -8% | -$74.9K | 0.22% | 73 |
|
|
2024
Q1 | $977K | Buy |
6,191
+648
| +12% | +$102K | 0.25% | 64 |
|
|
2023
Q4 | $827K | Buy |
5,543
+448
| +9% | +$66.8K | 0.25% | 66 |
|
|
2023
Q3 | $859K | Sell |
5,095
-42
| -0.8% | -$7.08K | 0.31% | 61 |
|
|
2023
Q2 | $808K | Sell |
5,137
-35
| -0.7% | -$5.51K | 0.29% | 64 |
|
|
2023
Q1 | $844K | Buy |
5,172
+371
| +8% | +$60.5K | 0.31% | 66 |
|
|
2022
Q4 | $862K | Buy |
4,801
+300
| +7% | +$53.8K | 0.35% | 55 |
|
|
2022
Q3 | $647K | Buy |
4,501
+32
| +0.7% | +$4.6K | 0.28% | 68 |
|
|
2022
Q2 | $647K | Sell |
4,469
-40
| -0.9% | -$5.79K | 0.28% | 66 |
|
|
2022
Q1 | $734K | Sell |
4,509
-481
| -10% | -$78.3K | 0.45% | 55 |
|
|
2021
Q4 | $586K | Buy |
4,990
+10
| +0.2% | +$1.17K | 0.25% | 81 |
|
|
2021
Q3 | $505K | Sell |
4,980
-339
| -6% | -$34.4K | 0.24% | 86 |
|
|
2021
Q2 | $557K | Sell |
5,319
-205
| -4% | -$21.5K | 0.3% | 77 |
|
|
2021
Q1 | $579K | Buy |
5,524
+143
| +3% | +$15K | 0.47% | 68 |
|
|
2020
Q4 | $454K | Buy |
5,381
+101
| +2% | +$8.52K | 0.52% | 70 |
|
|
2020
Q3 | $380K | Buy |
5,280
+71
| +1% | +$5.11K | 0.56% | 63 |
|
|
2020
Q2 | $465K | Sell |
5,209
-3
| -0.1% | -$268 | 0.7% | 52 |
|
|
2020
Q1 | $378K | Buy |
5,212
+85
| +2% | +$6.17K | 0.59% | 57 |
|
|
2019
Q4 | $618K | Buy |
+5,127
| New | +$618K | 0.74% | 41 |
|