Tempus Wealth Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
4,792
-254
| -5% | -$36.4K | 0.17% | 134 |
|
|
2025
Q1 | $844K | Sell |
5,046
-95
| -2% | -$15.9K | 0.25% | 110 |
|
|
2024
Q4 | $745K | Buy |
5,141
+499
| +11% | +$72.3K | 0.23% | 110 |
|
|
2024
Q3 | $684K | Buy |
4,642
+1,101
| +31% | +$162K | 0.25% | 103 |
|
|
2024
Q2 | $554K | Buy |
3,541
+477
| +16% | +$74.6K | 0.23% | 104 |
|
|
2024
Q1 | $483K | Buy |
3,064
+80
| +3% | +$12.6K | 0.21% | 112 |
|
|
2023
Q4 | $445K | Sell |
2,984
-2
| -0.1% | -$298 | 0.2% | 109 |
|
|
2023
Q3 | $503K | Sell |
2,986
-2,568
| -46% | -$433K | 0.25% | 86 |
|
|
2023
Q2 | $874K | Sell |
5,554
-235
| -4% | -$37K | 0.39% | 75 |
|
|
2023
Q1 | $945K | Buy |
5,789
+310
| +6% | +$50.6K | 0.46% | 57 |
|
|
2022
Q4 | $983K | Buy |
5,479
+895
| +20% | +$161K | 0.6% | 51 |
|
|
2022
Q3 | $659K | Buy |
4,584
+1,060
| +30% | +$152K | 0.44% | 67 |
|
|
2022
Q2 | $510K | Hold |
3,524
| – | – | 0.42% | 68 |
|
|
2022
Q1 | $574K | Sell |
3,524
-757
| -18% | -$123K | 0.41% | 69 |
|
|
2021
Q4 | $502K | Buy |
4,281
+76
| +2% | +$8.91K | 0.27% | 95 |
|
|
2021
Q3 | $427K | Hold |
4,205
| – | – | 0.24% | 103 |
|
|
2021
Q2 | $440K | Buy |
4,205
+906
| +27% | +$94.8K | 0.29% | 95 |
|
|
2021
Q1 | $346K | Hold |
3,299
| – | – | 0.37% | 74 |
|
|
2020
Q4 | $279K | Buy |
3,299
+71
| +2% | +$6.01K | 0.36% | 54 |
|
|
2020
Q3 | $232K | Sell |
3,228
-176
| -5% | -$12.6K | 0.34% | 61 |
|
|
2020
Q2 | $304K | Hold |
3,404
| – | – | 0.45% | 53 |
|
|
2020
Q1 | $247K | Hold |
3,404
| – | – | 0.4% | 51 |
|
|
2019
Q4 | $410K | Buy |
+3,404
| New | +$410K | 0.36% | 41 |
|