VW
Vantage Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
125,500
+635
| +0.5% | +$90.9K | 4.07% | 18 |
|
|
2025
Q1 | $20.9M | Sell |
124,865
-235
| -0.2% | -$39.3K | 4.72% | 3 |
|
|
2024
Q4 | $18.1M | Buy |
125,100
+14,404
| +13% | +$2.09M | 3.9% | 15 |
|
|
2024
Q3 | $16.3M | Sell |
110,696
-840
| -0.8% | -$124K | 3.53% | 21 |
|
|
2024
Q2 | $17.4M | Sell |
111,536
-385
| -0.3% | -$60.2K | 4.02% | 13 |
|
|
2024
Q1 | $17.7M | Sell |
111,921
-12,371
| -10% | -$1.95M | 4.12% | 13 |
|
|
2023
Q4 | $18.5M | Buy |
124,292
+27,292
| +28% | +$4.07M | 4.08% | 14 |
|
|
2023
Q3 | $16.4M | Buy |
97,000
+1,745
| +2% | +$294K | 4.1% | 10 |
|
|
2023
Q2 | $15M | Buy |
95,255
+1,800
| +2% | +$283K | 3.85% | 19 |
|
|
2023
Q1 | $15.2M | Sell |
93,455
-195
| -0.2% | -$31.8K | 4.23% | 16 |
|
|
2022
Q4 | $16.8M | Buy |
93,650
+640
| +0.7% | +$115K | 4.33% | 10 |
|
|
2022
Q3 | $13.4M | Buy |
+93,010
| New | +$13.4M | 3.68% | 21 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$337K | – | 31 |
|
|
2019
Q4 | $337K | Buy |
+2,800
| New | +$337K | 0.13% | 29 |
|
|
2015
Q3 | – | Sell |
-57,355
| Closed | -$5.53M | – | 27 |
|
|
2015
Q2 | $5.53M | Sell |
57,355
-1,475
| -3% | -$142K | 3.21% | 24 |
|
|
2015
Q1 | $6.18M | Buy |
58,830
+3,030
| +5% | +$318K | 3.58% | 20 |
|
|
2014
Q4 | $6.26M | Buy |
55,800
+10,370
| +23% | +$1.16M | 3.66% | 18 |
|
|
2014
Q3 | $5.42M | Buy |
45,430
+950
| +2% | +$113K | 3.47% | 21 |
|
|
2014
Q2 | $5.56M | Buy |
44,480
+800
| +2% | +$100K | 3.69% | 19 |
|
|
2014
Q1 | $5.19M | Buy |
43,680
+1,975
| +5% | +$235K | 3.32% | 21 |
|
|
2013
Q4 | $5.21M | Buy |
41,705
+900
| +2% | +$112K | 3.37% | 22 |
|
|
2013
Q3 | $4.96M | Sell |
40,805
-395
| -1% | -$48K | 3.91% | 15 |
|
|
2013
Q2 | $4.88M | Buy |
+41,200
| New | +$4.88M | 3.88% | 16 |
|