Red Door 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 | $9.7M | Buy |
67,749
+8,669
| +15% | +$1.24M | 1.16% | 21 |
|
|
2025
Q1 | $9.88M | Buy |
59,080
+4,822
| +9% | +$807K | 1.46% | 18 |
|
|
2024
Q4 | $7.86M | Sell |
54,258
-8,649
| -14% | -$1.25M | 1.2% | 23 |
|
|
2024
Q3 | $9.26M | Buy |
62,907
+2,423
| +4% | +$357K | 1.54% | 18 |
|
|
2024
Q2 | $9.46M | Buy |
60,484
+696
| +1% | +$109K | 1.67% | 15 |
|
|
2024
Q1 | $9.43M | Buy |
59,788
+12,825
| +27% | +$2.02M | 1.82% | 12 |
|
|
2023
Q4 | $7.01M | Buy |
46,963
+9,860
| +27% | +$1.47M | 1.52% | 18 |
|
|
2023
Q3 | $6.26M | Buy |
37,103
+2,105
| +6% | +$355K | 1.56% | 16 |
|
|
2023
Q2 | $5.51M | Buy |
34,998
+3,064
| +10% | +$482K | 1.22% | 22 |
|
|
2023
Q1 | $5.21M | Buy |
31,934
+184
| +0.6% | +$30K | 1.63% | 18 |
|
|
2022
Q4 | $5.7M | Buy |
31,750
+1,274
| +4% | +$229K | 1.87% | 14 |
|
|
2022
Q3 | $4.38M | Buy |
30,476
+1,186
| +4% | +$170K | 1.66% | 16 |
|
|
2022
Q2 | $4.24M | Buy |
29,290
+1,298
| +5% | +$188K | 1.57% | 20 |
|
|
2022
Q1 | $4.56M | Buy |
27,992
+4,698
| +20% | +$765K | 1.53% | 19 |
|
|
2021
Q4 | $2.73M | Buy |
23,294
+4,251
| +22% | +$499K | 0.9% | 36 |
|
|
2021
Q3 | $1.93M | Buy |
19,043
+2,103
| +12% | +$213K | 0.74% | 46 |
|
|
2021
Q2 | $1.77M | Buy |
16,940
+2,035
| +14% | +$213K | 0.69% | 45 |
|
|
2021
Q1 | $1.56M | Buy |
14,905
+2,681
| +22% | +$281K | 0.8% | 40 |
|
|
2020
Q4 | $1.03M | Buy |
12,224
+529
| +5% | +$44.7K | 0.61% | 49 |
|
|
2020
Q3 | $843K | Buy |
11,695
+111
| +1% | +$8K | 0.62% | 47 |
|
|
2020
Q2 | $1.03M | Buy |
11,584
+2,003
| +21% | +$179K | 0.76% | 40 |
|
|
2020
Q1 | $694K | Buy |
9,581
+2,569
| +37% | +$186K | 0.66% | 43 |
|
|
2019
Q4 | $815K | Buy |
+7,012
| New | +$815K | 0.73% | 44 |
|