Wallace Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
6,819
-1,410
| -17% | -$202K | 0.13% | 36 |
|
|
2025
Q1 | $1.38M | Hold |
8,229
| – | – | 0.18% | 33 |
|
|
2024
Q4 | $1.19M | Hold |
8,229
| – | – | 0.16% | 35 |
|
|
2024
Q3 | $1.21M | Buy |
8,229
+65
| +0.8% | +$9.57K | 0.16% | 38 |
|
|
2024
Q2 | $1.28M | Hold |
8,164
| – | – | 0.19% | 36 |
|
|
2024
Q1 | $1.29M | Buy |
+8,164
| New | +$1.29M | 0.18% | 35 |
|