PYA Waltman Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
14,856
+584
| +4% | +$83.6K | 0.61% | 38 |
|
|
2025
Q1 | $2.39M | Sell |
14,272
-1,255
| -8% | -$210K | 0.75% | 32 |
|
|
2024
Q4 | $2.25M | Buy |
15,527
+316
| +2% | +$45.8K | 0.72% | 34 |
|
|
2024
Q3 | $2.24M | Buy |
15,211
+761
| +5% | +$112K | 0.73% | 34 |
|
|
2024
Q2 | $2.26M | Buy |
14,450
+751
| +5% | +$117K | 0.83% | 31 |
|
|
2024
Q1 | $2.16M | Buy |
13,699
+1,069
| +8% | +$169K | 0.8% | 33 |
|
|
2023
Q4 | $1.88M | Buy |
12,630
+1,256
| +11% | +$187K | 0.78% | 30 |
|
|
2023
Q3 | $1.92M | Buy |
11,374
+2,263
| +25% | +$382K | 0.81% | 29 |
|
|
2023
Q2 | $1.49M | Buy |
9,111
+4,667
| +105% | +$765K | 0.64% | 29 |
|
|
2023
Q1 | $725K | Buy |
4,444
+1,499
| +51% | +$245K | 0.36% | 36 |
|
|
2022
Q4 | $529K | Buy |
2,945
+551
| +23% | +$98.9K | 0.28% | 37 |
|
|
2022
Q3 | $344K | Buy |
2,394
+1,537
| +179% | +$221K | 0.2% | 38 |
|
|
2022
Q2 | $124K | Buy |
857
+317
| +59% | +$45.9K | 0.07% | 66 |
|
|
2022
Q1 | $88K | Buy |
+540
| New | +$88K | 0.04% | 79 |
|