RWA Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
106,523
-24,399
| -19% | -$3.49M | 0.19% | 81 |
|
|
2025
Q1 | $21.9M | Sell |
130,922
-25
| -0% | -$4.18K | 0.28% | 60 |
|
|
2024
Q4 | $19M | Buy |
130,947
+3,956
| +3% | +$573K | 0.23% | 65 |
|
|
2024
Q3 | $18.7M | Buy |
126,991
+1,457
| +1% | +$215K | 0.23% | 68 |
|
|
2024
Q2 | $19.6M | Buy |
125,534
+2,224
| +2% | +$348K | 0.26% | 60 |
|
|
2024
Q1 | $19.5M | Buy |
123,310
+442
| +0.4% | +$69.7K | 0.26% | 63 |
|
|
2023
Q4 | $18.3M | Buy |
122,868
+106,638
| +657% | +$15.9M | 0.26% | 65 |
|
|
2023
Q3 | $2.74M | Buy |
16,230
+6,799
| +72% | +$1.15M | 0.06% | 114 |
|
|
2023
Q2 | $1.48M | Sell |
9,431
-448
| -5% | -$70.5K | 0.03% | 150 |
|
|
2023
Q1 | $1.61M | Buy |
9,879
+240
| +2% | +$39.2K | 0.04% | 108 |
|
|
2022
Q4 | $1.69M | Buy |
9,639
+24
| +0.2% | +$4.21K | 0.04% | 108 |
|
|
2022
Q3 | $1.38M | Sell |
9,615
-188
| -2% | -$27K | 0.1% | 107 |
|
|
2022
Q2 | $1.42M | Buy |
9,803
+105
| +1% | +$15.2K | 0.1% | 108 |
|
|
2022
Q1 | $1.58M | Buy |
9,698
+250
| +3% | +$40.7K | 0.1% | 110 |
|
|
2021
Q4 | $1.11M | Buy |
9,448
+403
| +4% | +$47.3K | 0.07% | 128 |
|
|
2021
Q3 | $918K | Buy |
9,045
+25
| +0.3% | +$2.54K | 0.07% | 134 |
|
|
2021
Q2 | $945K | Buy |
9,020
+18
| +0.2% | +$1.89K | 0.07% | 133 |
|
|
2021
Q1 | $943K | Buy |
9,002
+1,971
| +28% | +$206K | 0.08% | 121 |
|
|
2020
Q4 | $594K | Sell |
7,031
-520
| -7% | -$43.9K | 0.05% | 151 |
|
|
2020
Q3 | $544K | Buy |
7,551
+445
| +6% | +$32.1K | 0.06% | 145 |
|
|
2020
Q2 | $634K | Sell |
7,106
-136
| -2% | -$12.1K | 0.08% | 124 |
|
|
2020
Q1 | $525K | Sell |
7,242
-2,478
| -25% | -$180K | 0.07% | 126 |
|
|
2019
Q4 | $1.17M | Sell |
9,720
-22
| -0.2% | -$2.65K | 0.12% | 109 |
|
|
2019
Q3 | $1.16M | Sell |
9,742
-279
| -3% | -$33.1K | 0.12% | 110 |
|
|
2019
Q2 | $1.25M | Sell |
10,021
-212
| -2% | -$26.4K | 0.13% | 103 |
|
|
2019
Q1 | $1.26M | Sell |
10,233
-764
| -7% | -$94.1K | 0.14% | 103 |
|
|
2018
Q4 | $1.2M | Sell |
10,997
-566
| -5% | -$61.6K | 0.16% | 105 |
|
|
2018
Q3 | $1.41M | Sell |
11,563
-84
| -0.7% | -$10.3K | 0.16% | 102 |
|
|
2018
Q2 | $1.47M | Buy |
11,647
+4,213
| +57% | +$532K | 0.16% | 112 |
|
|
2018
Q1 | $848K | Sell |
7,434
-4,666
| -39% | -$532K | 0.11% | 118 |
|
|
2017
Q4 | $1.52M | Buy |
12,100
+2,057
| +20% | +$258K | 0.17% | 101 |
|
|
2017
Q3 | $1.18M | Sell |
10,043
-16,001
| -61% | -$1.88M | 0.13% | 108 |
|
|
2017
Q2 | $2.72M | Buy |
26,044
+416
| +2% | +$43.4K | 0.33% | 75 |
|
|
2017
Q1 | $2.75M | Buy |
+25,628
| New | +$2.75M | 0.36% | 72 |
|