SkyOak Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
6,402
+831
| +15% | +$119K | 0.18% | 86 |
|
|
2025
Q1 | $932K | Buy |
5,571
+93
| +2% | +$15.6K | 0.2% | 78 |
|
|
2024
Q4 | $793K | Buy |
5,478
+259
| +5% | +$37.5K | 0.17% | 85 |
|
|
2024
Q3 | $769K | Sell |
5,219
-289
| -5% | -$42.6K | 0.17% | 86 |
|
|
2024
Q2 | $862K | Buy |
5,508
+243
| +5% | +$38K | 0.2% | 78 |
|
|
2024
Q1 | $831K | Sell |
5,265
-1,930
| -27% | -$304K | 0.2% | 87 |
|
|
2023
Q4 | $1.07M | Hold |
7,195
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $1.21M | Buy |
7,195
+415
| +6% | +$70K | 0.35% | 63 |
|
|
2023
Q2 | $1.07M | Buy |
6,780
+63
| +0.9% | +$9.91K | 0.3% | 70 |
|
|
2023
Q1 | $1.1M | Sell |
6,717
-1,485
| -18% | -$242K | 0.33% | 69 |
|
|
2022
Q4 | $1.47M | Sell |
8,202
-25
| -0.3% | -$4.49K | 0.49% | 52 |
|
|
2022
Q3 | $1.18M | Sell |
8,227
-40
| -0.5% | -$5.75K | 0.42% | 61 |
|
|
2022
Q2 | $1.2M | Buy |
8,267
+8
| +0.1% | +$1.16K | 0.41% | 64 |
|
|
2022
Q1 | $1.35M | Sell |
8,259
-868
| -10% | -$141K | 0.37% | 72 |
|
|
2021
Q4 | $1.07M | Buy |
9,127
+3,386
| +59% | +$397K | 0.27% | 83 |
|
|
2021
Q3 | $582K | Sell |
5,741
-8
| -0.1% | -$811 | 0.16% | 119 |
|
|
2021
Q2 | $602K | Sell |
5,749
-11
| -0.2% | -$1.15K | 0.16% | 117 |
|
|
2021
Q1 | $606K | Sell |
5,760
-379
| -6% | -$39.9K | 0.17% | 117 |
|
|
2020
Q4 | $518K | Sell |
6,139
-1,620
| -21% | -$137K | 0.16% | 127 |
|
|
2020
Q3 | $559K | Buy |
7,759
+839
| +12% | +$60.4K | 0.2% | 115 |
|
|
2020
Q2 | $617K | Sell |
6,920
-15
| -0.2% | -$1.34K | 0.23% | 102 |
|
|
2020
Q1 | $503K | Buy |
6,935
+738
| +12% | +$53.5K | 0.26% | 91 |
|
|
2019
Q4 | $747K | Buy |
+6,197
| New | +$747K | 0.23% | 98 |
|