Texas Capital Bank Wealth Management Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
8,640
+323
| +4% | +$46.3K | 0.12% | 80 |
|
|
2025
Q1 | $1.39M | Buy |
8,317
+2,578
| +45% | +$431K | 0.14% | 70 |
|
|
2024
Q4 | $831K | Buy |
5,739
+31
| +0.5% | +$4.49K | 0.09% | 80 |
|
|
2024
Q3 | $841K | Buy |
5,708
+2,667
| +88% | +$393K | 0.08% | 86 |
|
|
2024
Q2 | $476K | Buy |
3,041
+900
| +42% | +$141K | 0.05% | 122 |
|
|
2024
Q1 | $338K | Sell |
2,141
-15
| -0.7% | -$2.37K | 0.04% | 147 |
|
|
2023
Q4 | $322K | Sell |
2,156
-72
| -3% | -$10.7K | 0.04% | 141 |
|
|
2023
Q3 | $376K | Sell |
2,228
-32
| -1% | -$5.4K | 0.05% | 140 |
|
|
2023
Q2 | $356K | Buy |
2,260
+328
| +17% | +$51.6K | 0.04% | 141 |
|
|
2023
Q1 | $315K | Buy |
1,932
+48
| +3% | +$7.83K | 0.04% | 140 |
|
|
2022
Q4 | $338K | Buy |
1,884
+133
| +8% | +$23.9K | 0.04% | 126 |
|
|
2022
Q3 | $252K | Sell |
1,751
-1
| -0.1% | -$144 | 0.03% | 121 |
|
|
2022
Q2 | $254K | Sell |
1,752
-1,624
| -48% | -$235K | 0.03% | 123 |
|
|
2022
Q1 | $550K | Buy |
+3,376
| New | +$550K | 0.05% | 100 |
|
|
2021
Q1 | – | Sell |
-5,246
| Closed | -$443K | – | 134 |
|
|
2020
Q4 | $443K | Sell |
5,246
-16,609
| -76% | -$1.4M | 0.07% | 93 |
|
|
2020
Q3 | $1.57M | Buy |
+21,855
| New | +$1.57M | 0.26% | 66 |
|
|
2020
Q2 | – | Sell |
-23,607
| Closed | -$1.71M | – | 109 |
|
|
2020
Q1 | $1.71M | Buy |
23,607
+7,936
| +51% | +$575K | 0.49% | 40 |
|
|
2019
Q4 | $1.89M | Buy |
+15,671
| New | +$1.89M | 0.42% | 49 |
|