Total 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 | $1.57M | Sell |
10,932
-121
| -1% | -$17.3K | 0.2% | 51 |
|
|
2025
Q1 | $1.85M | Sell |
11,053
-9
| -0.1% | -$1.51K | 0.28% | 39 |
|
|
2024
Q4 | $1.6M | Buy |
11,062
+3,077
| +39% | +$446K | 0.25% | 42 |
|
|
2024
Q3 | $1.18M | Buy |
7,985
+2,925
| +58% | +$431K | 0.18% | 50 |
|
|
2024
Q2 | $798K | Sell |
5,060
-66
| -1% | -$10.4K | 0.13% | 53 |
|
|
2024
Q1 | $809K | Sell |
5,126
-120
| -2% | -$18.9K | 0.14% | 53 |
|
|
2023
Q4 | $782K | Sell |
5,246
-100
| -2% | -$14.9K | 0.14% | 54 |
|
|
2023
Q3 | $901K | Buy |
5,346
+84
| +2% | +$14.2K | 0.18% | 54 |
|
|
2023
Q2 | $828K | Buy |
5,262
+55
| +1% | +$8.65K | 0.17% | 52 |
|
|
2023
Q1 | $850K | Buy |
5,207
+33
| +0.6% | +$5.38K | 0.19% | 51 |
|
|
2022
Q4 | $929K | Sell |
5,174
-1,128
| -18% | -$202K | 0.23% | 50 |
|
|
2022
Q3 | $905K | Buy |
6,302
+75
| +1% | +$10.8K | 0.26% | 44 |
|
|
2022
Q2 | $901K | Sell |
6,227
-1,276
| -17% | -$185K | 0.26% | 45 |
|
|
2022
Q1 | $1.22M | Sell |
7,503
-8,782
| -54% | -$1.43M | 0.33% | 41 |
|
|
2021
Q4 | $2.01M | Buy |
16,285
+6,801
| +72% | +$838K | 1.24% | 17 |
|
|
2021
Q3 | $962K | Buy |
9,484
+242
| +3% | +$24.5K | 0.35% | 25 |
|
|
2021
Q2 | $968K | Sell |
9,242
-1,230
| -12% | -$129K | 0.38% | 23 |
|
|
2021
Q1 | $1.1M | Sell |
10,472
-2,166
| -17% | -$227K | 0.47% | 23 |
|
|
2020
Q4 | $1.07M | Sell |
12,638
-3,483
| -22% | -$294K | 0.49% | 23 |
|
|
2020
Q3 | $1.16M | Buy |
16,121
+111
| +0.7% | +$7.99K | 0.6% | 21 |
|
|
2020
Q2 | $1.43M | Buy |
16,010
+88
| +0.6% | +$7.86K | 0.79% | 19 |
|
|
2020
Q1 | $1.15M | Sell |
15,922
-36
| -0.2% | -$2.61K | 0.75% | 19 |
|
|
2019
Q4 | $1.92M | Buy |
15,958
+62
| +0.4% | +$7.47K | 1.03% | 18 |
|
|
2019
Q3 | $1.89M | Sell |
15,896
-441
| -3% | -$52.3K | 1.07% | 18 |
|
|
2019
Q2 | $2.03M | Buy |
16,337
+52
| +0.3% | +$6.47K | 1.2% | 17 |
|
|
2019
Q1 | $2.01M | Buy |
16,285
+57
| +0.4% | +$7.02K | 1.24% | 17 |
|
|
2018
Q4 | $1.77M | Buy |
+16,228
| New | +$1.77M | 1.22% | 17 |
|