Silverlake 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 | $1.98M | Buy |
13,810
+2,881
| +26% | +$413K | 0.57% | 48 |
|
|
2025
Q1 | $1.83M | Buy |
10,929
+78
| +0.7% | +$13K | 0.69% | 44 |
|
|
2024
Q4 | $1.57M | Sell |
10,851
-389
| -3% | -$56.3K | 0.6% | 50 |
|
|
2024
Q3 | $1.66M | Buy |
11,240
+336
| +3% | +$49.5K | 0.63% | 42 |
|
|
2024
Q2 | $1.71M | Buy |
10,904
+878
| +9% | +$137K | 0.7% | 31 |
|
|
2024
Q1 | $1.58M | Buy |
10,026
+221
| +2% | +$34.9K | 0.8% | 29 |
|
|
2023
Q4 | $1.46M | Sell |
9,805
-1,066
| -10% | -$159K | 0.81% | 27 |
|
|
2023
Q3 | $1.83M | Buy |
10,871
+1,359
| +14% | +$229K | 1.03% | 18 |
|
|
2023
Q2 | $1.5M | Sell |
9,512
-153
| -2% | -$24.1K | 0.83% | 26 |
|
|
2023
Q1 | $1.58M | Sell |
9,665
-542
| -5% | -$88.4K | 0.96% | 24 |
|
|
2022
Q4 | $1.83M | Sell |
10,207
-201
| -2% | -$36.1K | 1.14% | 18 |
|
|
2022
Q3 | $1.5M | Buy |
10,408
+113
| +1% | +$16.2K | 1.01% | 19 |
|
|
2022
Q2 | $1.49M | Buy |
10,295
+287
| +3% | +$41.6K | 0.97% | 23 |
|
|
2022
Q1 | $1.63M | Sell |
10,008
-201
| -2% | -$32.7K | 0.93% | 24 |
|
|
2021
Q4 | $1.2M | Buy |
+10,209
| New | +$1.2M | 0.64% | 42 |
|