Taylor Hoffman Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $414K | Buy |
2,642
+267
| +11% | +$41.8K | 0.17% | 79 |
|
|
2024
Q1 | $375K | Hold |
2,375
| – | – | 0.16% | 85 |
|
|
2023
Q4 | $354K | Hold |
2,375
| – | – | 0.16% | 82 |
|
|
2023
Q3 | $400K | Hold |
2,375
| – | – | 0.21% | 81 |
|
|
2023
Q2 | $374K | Sell |
2,375
-462
| -16% | -$72.7K | 0.19% | 81 |
|
|
2023
Q1 | $463K | Buy |
2,837
+462
| +19% | +$75.4K | 0.25% | 69 |
|
|
2022
Q4 | $426K | Sell |
2,375
-4,395
| -65% | -$789K | 0.26% | 70 |
|
|
2022
Q3 | $973K | Hold |
6,770
| – | – | 0.51% | 59 |
|
|
2022
Q2 | $992K | Hold |
6,770
| – | – | 0.49% | 64 |
|
|
2022
Q1 | $1.1M | Hold |
6,770
| – | – | 0.44% | 68 |
|
|
2021
Q4 | $794K | Hold |
6,770
| – | – | 0.3% | 79 |
|
|
2021
Q3 | $706K | Hold |
6,770
| – | – | 0.3% | 81 |
|
|
2021
Q2 | $709K | Hold |
6,770
| – | – | 0.31% | 80 |
|
|
2021
Q1 | $709K | Hold |
6,770
| – | – | 0.32% | 77 |
|
|
2020
Q4 | $572K | Sell |
6,770
-250
| -4% | -$21.1K | 0.29% | 80 |
|
|
2020
Q3 | $505K | Sell |
7,020
-2,045
| -23% | -$147K | 0.3% | 79 |
|
|
2020
Q2 | $809K | Buy |
9,065
+1,910
| +27% | +$170K | 0.51% | 70 |
|
|
2020
Q1 | $518K | Sell |
7,155
-2,000
| -22% | -$145K | 0.5% | 70 |
|
|
2019
Q4 | $1.1M | Hold |
9,155
| – | – | 0.71% | 47 |
|
|
2019
Q3 | $1.09M | Buy |
9,155
+2,000
| +28% | +$237K | 0.77% | 44 |
|
|
2019
Q2 | $890K | Sell |
7,155
-2,500
| -26% | -$311K | 0.72% | 50 |
|
|
2019
Q1 | $1.19M | Buy |
9,655
+475
| +5% | +$58.5K | 0.88% | 32 |
|
|
2018
Q4 | $999K | Sell |
9,180
-365
| -4% | -$39.7K | 0.89% | 36 |
|
|
2018
Q3 | $1.17M | Hold |
9,545
| – | – | 0.92% | 33 |
|
|
2018
Q2 | $1.21M | Sell |
9,545
-47
| -0.5% | -$5.94K | 1.04% | 31 |
|
|
2018
Q1 | $1.09M | Hold |
9,592
| – | – | 1% | 29 |
|
|
2017
Q4 | $1.2M | Buy |
+9,592
| New | +$1.2M | 1.15% | 22 |
|