Schrum Private 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 | $1.02M | Sell |
7,151
-93
| -1% | -$13.3K | 0.82% | 33 |
|
|
2025
Q1 | $1.21M | Buy |
7,244
+6
| +0.1% | +$1K | 1.07% | 28 |
|
|
2024
Q4 | $1.05M | Sell |
7,238
-6,096
| -46% | -$883K | 0.89% | 31 |
|
|
2024
Q3 | $1.96M | Buy |
13,334
+5,958
| +81% | +$877K | 1.01% | 23 |
|
|
2024
Q2 | $1.15M | Sell |
7,376
-15
| -0.2% | -$2.35K | 1.04% | 27 |
|
|
2024
Q1 | $1.17M | Buy |
7,391
+1,415
| +24% | +$223K | 1.06% | 26 |
|
|
2023
Q4 | $891K | Sell |
5,976
-1,584
| -21% | -$236K | 1.26% | 20 |
|
|
2023
Q3 | $1.27M | Buy |
7,560
+5
| +0.1% | +$843 | 1.45% | 17 |
|
|
2023
Q2 | $1.19M | Buy |
7,555
+5
| +0.1% | +$787 | 1.29% | 19 |
|
|
2023
Q1 | $1.23M | Buy |
7,550
+194
| +3% | +$31.7K | 1.42% | 18 |
|
|
2022
Q4 | $1.32M | Buy |
7,356
+691
| +10% | +$124K | 1.56% | 17 |
|
|
2022
Q3 | $957K | Buy |
6,665
+101
| +2% | +$14.5K | 1.21% | 23 |
|
|
2022
Q2 | $950K | Buy |
6,564
+3
| +0% | +$434 | 1.07% | 25 |
|
|
2022
Q1 | $1.03M | Buy |
6,561
+149
| +2% | +$23.5K | 1.04% | 26 |
|
|
2021
Q4 | $754K | Buy |
+6,412
| New | +$754K | 0.69% | 42 |
|