Rench 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 | $4.68M | Buy |
32,683
+1,017
| +3% | +$146K | 1.48% | 28 |
|
2025
Q1 | $5.3M | Buy |
31,666
+401
| +1% | +$67.1K | 1.83% | 23 |
|
2024
Q4 | $4.53M | Buy |
31,265
+481
| +2% | +$69.7K | 1.54% | 28 |
|
2024
Q3 | $4.53M | Buy |
30,784
+1,838
| +6% | +$271K | 1.56% | 32 |
|
2024
Q2 | $4.53M | Buy |
28,946
+1,520
| +6% | +$238K | 1.62% | 27 |
|
2024
Q1 | $4.33M | Buy |
27,426
+4,062
| +17% | +$641K | 1.66% | 27 |
|
2023
Q4 | $3.48M | Buy |
23,364
+349
| +2% | +$52.1K | 1.47% | 32 |
|
2023
Q3 | $3.88M | Buy |
23,015
+215
| +0.9% | +$36.3K | 1.78% | 28 |
|
2023
Q2 | $3.59M | Buy |
22,800
+534
| +2% | +$84K | 1.57% | 32 |
|
2023
Q1 | $3.63M | Sell |
22,266
-40
| -0.2% | -$6.53K | 1.74% | 31 |
|
2022
Q4 | $4M | Buy |
22,306
+231
| +1% | +$41.5K | 2.04% | 23 |
|
2022
Q3 | $3.17M | Sell |
22,075
-25
| -0.1% | -$3.59K | 1.78% | 26 |
|
2022
Q2 | $3.2M | Sell |
22,100
-205
| -0.9% | -$29.7K | 1.64% | 30 |
|
2022
Q1 | $3.63M | Sell |
22,305
-1,300
| -6% | -$212K | 1.65% | 27 |
|
2021
Q4 | $2.77M | Sell |
23,605
-228
| -1% | -$26.8K | 1.25% | 28 |
|
2021
Q3 | $2.42M | Buy |
23,833
+68
| +0.3% | +$6.9K | 1.2% | 30 |
|
2021
Q2 | $2.49M | Sell |
23,765
-668
| -3% | -$70K | 1.24% | 30 |
|
2021
Q1 | $2.56M | Buy |
24,433
+41
| +0.2% | +$4.3K | 1.33% | 29 |
|
2020
Q4 | $2.06M | Buy |
24,392
+459
| +2% | +$38.8K | 1.16% | 29 |
|
2020
Q3 | $1.72M | Buy |
23,933
+108
| +0.5% | +$7.78K | 1.1% | 29 |
|
2020
Q2 | $2.13M | Sell |
23,825
-902
| -4% | -$80.5K | 1.43% | 29 |
|
2020
Q1 | $1.79M | Buy |
24,727
+375
| +2% | +$27.2K | 1.39% | 29 |
|
2019
Q4 | $2.94M | Buy |
24,352
+2
| +0% | +$241 | 1.69% | 30 |
|
2019
Q3 | $2.89M | Buy |
24,350
+508
| +2% | +$60.3K | 1.87% | 28 |
|
2019
Q2 | $2.97M | Buy |
23,842
+57
| +0.2% | +$7.09K | 1.9% | 28 |
|
2019
Q1 | $2.93M | Buy |
23,785
+379
| +2% | +$46.7K | 1.92% | 28 |
|
2018
Q4 | $2.55M | Buy |
23,406
+146
| +0.6% | +$15.9K | 1.86% | 29 |
|
2018
Q3 | $2.84M | Buy |
23,260
+1
| +0% | +$122 | 1.9% | 25 |
|
2018
Q2 | $2.94M | Sell |
23,259
-596
| -2% | -$75.4K | 2.12% | 21 |
|
2018
Q1 | $2.72M | Sell |
23,855
-142
| -0.6% | -$16.2K | 1.86% | 23 |
|
2017
Q4 | $3M | Sell |
23,997
-1,998
| -8% | -$250K | 1.95% | 22 |
|
2017
Q3 | $3.05M | Sell |
25,995
-2,563
| -9% | -$301K | 2.1% | 24 |
|
2017
Q2 | $2.98M | Buy |
28,558
+95
| +0.3% | +$9.91K | 2.2% | 23 |
|
2017
Q1 | $3.06M | Sell |
28,463
-883
| -3% | -$94.8K | 2.27% | 22 |
|
2016
Q4 | $3.45M | Buy |
29,346
+1,054
| +4% | +$124K | 2.74% | 16 |
|
2016
Q3 | $2.91M | Sell |
28,292
-6,304
| -18% | -$649K | 2.35% | 20 |
|
2016
Q2 | $3.63M | Buy |
34,596
+1,562
| +5% | +$164K | 2.93% | 18 |
|
2016
Q1 | $3.15M | Buy |
33,034
+404
| +1% | +$38.5K | 2.59% | 19 |
|
2015
Q4 | $2.94M | Buy |
32,630
+172
| +0.5% | +$15.5K | 2.53% | 20 |
|
2015
Q3 | $2.56M | Buy |
32,458
+631
| +2% | +$49.8K | 2.35% | 24 |
|
2015
Q2 | $3.07M | Buy |
31,827
+325
| +1% | +$31.3K | 2.68% | 18 |
|
2015
Q1 | $3.31M | Buy |
31,502
+1,260
| +4% | +$132K | 2.83% | 19 |
|
2014
Q4 | $3.39M | Buy |
30,242
+944
| +3% | +$106K | 2.86% | 18 |
|
2014
Q3 | $3.5M | Buy |
29,298
+690
| +2% | +$82.3K | 2.99% | 16 |
|
2014
Q2 | $3.74M | Buy |
28,608
+1,663
| +6% | +$217K | 3.26% | 14 |
|
2014
Q1 | $3.2M | Buy |
26,945
+2,073
| +8% | +$246K | 3.03% | 17 |
|
2013
Q4 | $3.11M | Buy |
+24,872
| New | +$3.11M | 3.01% | 16 |
|