Silvia McColl 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 | $5.73M | Buy |
39,995
+330
| +0.8% | +$47.3K | 4.16% | 4 |
|
|
2025
Q1 | $6.64M | Sell |
39,665
-137
| -0.3% | -$22.9K | 5.03% | 4 |
|
|
2024
Q4 | $5.76M | Sell |
39,802
-263
| -0.7% | -$38.1K | 4.32% | 4 |
|
|
2024
Q3 | $5.9M | Sell |
40,065
-498
| -1% | -$73.3K | 4.42% | 4 |
|
|
2024
Q2 | $6.34M | Sell |
40,563
-93
| -0.2% | -$14.5K | 5.25% | 4 |
|
|
2024
Q1 | $6.61M | Buy |
40,656
+215
| +0.5% | +$35K | 5.67% | 4 |
|
|
2023
Q4 | $6.03M | Sell |
40,441
-1,011
| -2% | -$151K | 5.43% | 4 |
|
|
2023
Q3 | $6.99M | Sell |
41,452
-348
| -0.8% | -$58.7K | 6.99% | 3 |
|
|
2023
Q2 | $6.58M | Buy |
41,800
+3
| +0% | +$472 | 6.1% | 3 |
|
|
2023
Q1 | $6.82M | Buy |
41,797
+83
| +0.2% | +$13.5K | 6.76% | 3 |
|
|
2022
Q4 | $7.49M | Buy |
+41,714
| New | +$7.49M | 7.36% | 2 |
|