RBA 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 | $1.29M | Sell |
9,005
-688
| -7% | -$98.5K | 0.48% | 53 |
|
|
2025
Q1 | $1.62M | Sell |
9,693
-703
| -7% | -$118K | 0.64% | 49 |
|
|
2024
Q4 | $1.51M | Buy |
10,396
+743
| +8% | +$108K | 0.57% | 48 |
|
|
2024
Q3 | $1.42M | Sell |
9,653
-406
| -4% | -$59.8K | 0.55% | 48 |
|
|
2024
Q2 | $1.57M | Sell |
10,059
-369
| -4% | -$57.7K | 0.63% | 48 |
|
|
2024
Q1 | $1.64M | Sell |
10,428
-18
| -0.2% | -$2.84K | 0.67% | 46 |
|
|
2023
Q4 | $1.56M | Sell |
10,446
-16
| -0.2% | -$2.39K | 0.68% | 48 |
|
|
2023
Q3 | $1.76M | Sell |
10,462
-110
| -1% | -$18.5K | 0.85% | 47 |
|
|
2023
Q2 | $1.66M | Sell |
10,572
-12
| -0.1% | -$1.89K | 0.78% | 45 |
|
|
2023
Q1 | $1.73M | Sell |
10,584
-19
| -0.2% | -$3.1K | 0.86% | 43 |
|
|
2022
Q4 | $1.9M | Sell |
10,603
-395
| -4% | -$70.9K | 1% | 42 |
|
|
2022
Q3 | $1.58M | Buy |
10,998
+90
| +0.8% | +$12.9K | 0.91% | 43 |
|
|
2022
Q2 | $1.58M | Sell |
10,908
-2
| -0% | -$290 | 0.88% | 44 |
|
|
2022
Q1 | $1.78M | Sell |
10,910
-697
| -6% | -$114K | 0.85% | 45 |
|
|
2021
Q4 | $1.36M | Buy |
+11,607
| New | +$1.36M | 0.64% | 51 |
|
|
2021
Q2 | – | Sell |
-12,472
| Closed | -$1.31M | – | 82 |
|
|
2021
Q1 | $1.31M | Sell |
12,472
-2,414
| -16% | -$253K | 1.11% | 35 |
|
|
2020
Q4 | $1.26M | Sell |
14,886
-14,013
| -48% | -$1.18M | 0.76% | 54 |
|
|
2020
Q3 | $2.08M | Buy |
28,899
+149
| +0.5% | +$10.7K | 1.41% | 27 |
|
|
2020
Q2 | $2.57M | Buy |
28,750
+681
| +2% | +$60.8K | 1.87% | 16 |
|
|
2020
Q1 | $2.03M | Buy |
28,069
+1,888
| +7% | +$137K | 1.76% | 22 |
|
|
2019
Q4 | $3.15M | Buy |
26,181
+530
| +2% | +$63.7K | 2.14% | 12 |
|
|
2019
Q3 | $3.04M | Buy |
25,651
+135
| +0.5% | +$16K | 2.32% | 8 |
|
|
2019
Q2 | $3.18M | Sell |
25,516
-65
| -0.3% | -$8.09K | 2.45% | 6 |
|
|
2019
Q1 | $3.21M | Buy |
+25,581
| New | +$3.21M | 2.5% | 7 |
|