Valley Wealth Managers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
143,167
+2,560
| +2% | +$367K | 1.47% | 30 |
|
|
2025
Q1 | $23.5M | Buy |
140,607
+4,568
| +3% | +$764K | 1.78% | 16 |
|
|
2024
Q4 | $19.7M | Sell |
136,039
-4,948
| -4% | -$717K | 1.47% | 28 |
|
|
2024
Q3 | $20.8M | Buy |
140,987
+9,650
| +7% | +$1.42M | 1.54% | 21 |
|
|
2024
Q2 | $20.5M | Sell |
131,337
-6,818
| -5% | -$1.07M | 1.64% | 17 |
|
|
2024
Q1 | $21.8M | Buy |
138,155
+1,263
| +0.9% | +$199K | 1.64% | 18 |
|
|
2023
Q4 | $20.4M | Buy |
136,892
+2,989
| +2% | +$446K | 1.59% | 23 |
|
|
2023
Q3 | $22.6M | Sell |
133,903
-4,485
| -3% | -$756K | 1.88% | 8 |
|
|
2023
Q2 | $21.8M | Sell |
138,388
-3,990
| -3% | -$628K | 1.96% | 11 |
|
|
2023
Q1 | $23.2M | Sell |
142,378
-2,952
| -2% | -$482K | 2.11% | 6 |
|
|
2022
Q4 | $26.1M | Sell |
145,330
-9,071
| -6% | -$1.63M | 2.42% | 2 |
|
|
2022
Q3 | $22.2M | Sell |
154,401
-4,796
| -3% | -$689K | 2.21% | 5 |
|
|
2022
Q2 | $23M | Sell |
159,197
-13,912
| -8% | -$2.01M | 2.16% | 6 |
|
|
2022
Q1 | $28.2M | Sell |
173,109
-15,534
| -8% | -$2.53M | 2.36% | 3 |
|
|
2021
Q4 | $22.1M | Sell |
188,643
-5,457
| -3% | -$640K | 1.78% | 14 |
|
|
2021
Q3 | $19.7M | Buy |
194,100
+1,099
| +0.6% | +$111K | 1.72% | 21 |
|
|
2021
Q2 | $20.2M | Sell |
193,001
-545
| -0.3% | -$57.1K | 1.71% | 23 |
|
|
2021
Q1 | $20.3M | Buy |
193,546
+30,485
| +19% | +$3.19M | 1.82% | 19 |
|
|
2020
Q4 | $13.8M | Sell |
163,061
-11,419
| -7% | -$964K | 1.35% | 40 |
|
|
2020
Q3 | $12.6M | Sell |
174,480
-1,212
| -0.7% | -$87.3K | 1.38% | 34 |
|
|
2020
Q2 | $15.7M | Sell |
175,692
-2,484
| -1% | -$222K | 1.76% | 25 |
|
|
2020
Q1 | $12.9M | Buy |
178,176
+8,610
| +5% | +$624K | 1.68% | 28 |
|
|
2019
Q4 | $20.4M | Buy |
169,566
+2,290
| +1% | +$276K | 2.04% | 11 |
|
|
2019
Q3 | $19.8M | Buy |
167,276
+553
| +0.3% | +$65.6K | 2.11% | 10 |
|
|
2019
Q2 | $20.7M | Buy |
166,723
+5,553
| +3% | +$691K | 2.2% | 6 |
|
|
2019
Q1 | $19.9M | Buy |
161,170
+3,860
| +2% | +$475K | 2.17% | 8 |
|
|
2018
Q4 | $17.1M | Buy |
157,310
+2,874
| +2% | +$313K | 2.24% | 12 |
|
|
2018
Q3 | $18.9M | Buy |
154,436
+1,567
| +1% | +$192K | 2.23% | 15 |
|
|
2018
Q2 | $19.3M | Sell |
152,869
-2,848
| -2% | -$360K | 2.36% | 7 |
|
|
2018
Q1 | $17.8M | Buy |
155,717
+4,019
| +3% | +$458K | 2.16% | 20 |
|
|
2017
Q4 | $19M | Sell |
151,698
-2,700
| -2% | -$338K | 2.28% | 10 |
|
|
2017
Q3 | $18.1M | Sell |
154,398
-708
| -0.5% | -$83.2K | 2.28% | 8 |
|
|
2017
Q2 | $16.2M | Sell |
155,106
-2,603
| -2% | -$272K | 2.17% | 14 |
|
|
2017
Q1 | $16.9M | Buy |
157,709
+17,914
| +13% | +$1.92M | 2.25% | 6 |
|
|
2016
Q4 | $16.5M | Sell |
139,795
-3,635
| -3% | -$428K | 2.35% | 6 |
|
|
2016
Q3 | $14.8M | Buy |
143,430
+3,169
| +2% | +$326K | 2.17% | 13 |
|
|
2016
Q2 | $14.7M | Buy |
140,261
+7,148
| +5% | +$749K | 2.24% | 12 |
|
|
2016
Q1 | $12.7M | Buy |
133,113
+42,312
| +47% | +$4.04M | 2.14% | 25 |
|
|
2015
Q4 | $8.17M | Sell |
90,801
-33,748
| -27% | -$3.04M | 1.47% | 38 |
|
|
2015
Q3 | $9.83M | Buy |
124,549
+13,541
| +12% | +$1.07M | 1.79% | 39 |
|
|
2015
Q2 | $10.7M | Buy |
111,008
+8,733
| +9% | +$842K | 1.86% | 38 |
|
|
2015
Q1 | $10.7M | Buy |
102,275
+37,452
| +58% | +$3.93M | 1.85% | 35 |
|
|
2014
Q4 | $7.27M | Sell |
64,823
-23,125
| -26% | -$2.59M | 1.3% | 40 |
|
|
2014
Q3 | $10.5M | Buy |
87,948
+965
| +1% | +$115K | 2.01% | 31 |
|
|
2014
Q2 | $11.4M | Buy |
86,983
+96
| +0.1% | +$12.5K | 2.16% | 20 |
|
|
2014
Q1 | $10.3M | Buy |
86,887
+3,004
| +4% | +$357K | 2.06% | 28 |
|
|
2013
Q4 | $10.5M | Buy |
83,883
+2,447
| +3% | +$306K | 2.15% | 22 |
|
|
2013
Q3 | $9.89M | Buy |
81,436
+1,440
| +2% | +$175K | 2.16% | 19 |
|
|
2013
Q2 | $9.47M | Buy |
+79,996
| New | +$9.47M | 2.15% | 20 |
|