Transform Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.4M | Sell |
91,885
-552
| -0.6% | -$92.3K | 0.93% | 27 |
|
|
2024
Q4 | $13.4M | Buy |
92,437
+22,948
| +33% | +$3.32M | 0.74% | 34 |
|
|
2024
Q3 | $10.2M | Sell |
69,489
-5,073
| -7% | -$747K | 0.68% | 41 |
|
|
2024
Q2 | $11.7M | Buy |
74,562
+130
| +0.2% | +$20.3K | 0.88% | 30 |
|
|
2024
Q1 | $11.7M | Sell |
74,432
-7,396
| -9% | -$1.17M | 1.11% | 26 |
|
|
2023
Q4 | $12.2M | Sell |
81,828
-2,471
| -3% | -$369K | 1.19% | 22 |
|
|
2023
Q3 | $14.2M | Sell |
84,299
-24,056
| -22% | -$4.06M | 1.5% | 18 |
|
|
2023
Q2 | $17M | Buy |
108,355
+3,488
| +3% | +$549K | 1.53% | 14 |
|
|
2023
Q1 | $17.1M | Buy |
104,867
+23,714
| +29% | +$3.87M | 1.61% | 11 |
|
|
2022
Q4 | $14.6M | Buy |
81,153
+20,558
| +34% | +$3.69M | 1.63% | 12 |
|
|
2022
Q3 | $8.71M | Buy |
60,595
+565
| +0.9% | +$81.2K | 1.13% | 23 |
|
|
2022
Q2 | $8.69M | Buy |
60,030
+3,575
| +6% | +$518K | 1.29% | 23 |
|
|
2022
Q1 | $9.19M | Buy |
56,455
+479
| +0.9% | +$78K | 1.03% | 30 |
|
|
2021
Q4 | $6.57M | Buy |
55,976
+49,490
| +763% | +$5.81M | 0.69% | 52 |
|
|
2021
Q3 | $658K | Sell |
6,486
-336
| -5% | -$34.1K | 0.08% | 146 |
|
|
2021
Q2 | $714K | Buy |
6,822
+183
| +3% | +$19.2K | 0.09% | 146 |
|
|
2021
Q1 | $696K | Buy |
6,639
+601
| +10% | +$63K | 0.14% | 122 |
|
|
2020
Q4 | $510K | Sell |
6,038
-402
| -6% | -$34K | 0.11% | 148 |
|
|
2020
Q3 | $464K | Sell |
6,440
-464
| -7% | -$33.4K | 0.07% | 150 |
|
|
2020
Q2 | $616K | Sell |
6,904
-1,180
| -15% | -$105K | 0.11% | 133 |
|
|
2020
Q1 | $586K | Sell |
8,084
-554
| -6% | -$40.2K | 0.12% | 134 |
|
|
2019
Q4 | $1.04M | Buy |
8,638
+4,376
| +103% | +$527K | 0.17% | 118 |
|
|
2019
Q3 | $505K | Sell |
4,262
-3,574
| -46% | -$423K | 0.09% | 146 |
|
|
2019
Q2 | $975K | Buy |
+7,836
| New | +$975K | 0.14% | 137 |
|
|
2018
Q2 | – | Sell |
-2,477
| Closed | -$282K | – | 219 |
|
|
2018
Q1 | $282K | Sell |
2,477
-1,138
| -31% | -$130K | 0.05% | 204 |
|
|
2017
Q4 | $453K | Hold |
3,615
| – | – | 0.08% | 190 |
|
|
2017
Q3 | $425K | Sell |
3,615
-92
| -2% | -$10.8K | 0.15% | 159 |
|
|
2017
Q2 | $387K | Sell |
3,707
-556
| -13% | -$58K | 0.44% | 49 |
|
|
2017
Q1 | $458K | Sell |
4,263
-10
| -0.2% | -$1.07K | 0.17% | 155 |
|
|
2016
Q4 | $503K | Sell |
4,273
-100
| -2% | -$11.8K | 0.2% | 146 |
|
|
2016
Q3 | $450K | Sell |
4,373
-100
| -2% | -$10.3K | 0.19% | 145 |
|
|
2016
Q2 | $469K | Buy |
+4,473
| New | +$469K | 0.2% | 142 |
|