Wambolt & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
9,109
-691
| -7% | -$101K | 0.45% | 68 |
|
|
2025
Q1 | $1.65M | Sell |
9,800
-90
| -0.9% | -$15.2K | 0.56% | 63 |
|
|
2024
Q4 | $1.43M | Sell |
9,890
-2,099
| -18% | -$304K | 0.46% | 70 |
|
|
2024
Q3 | $1.79M | Buy |
11,989
+978
| +9% | +$146K | 0.49% | 71 |
|
|
2024
Q2 | $1.72M | Buy |
11,011
+660
| +6% | +$103K | 0.5% | 62 |
|
|
2024
Q1 | $1.65M | Buy |
10,351
+1,768
| +21% | +$281K | 0.49% | 69 |
|
|
2023
Q4 | $1.28M | Buy |
8,583
+628
| +8% | +$93.7K | 0.42% | 81 |
|
|
2023
Q3 | $1.32M | Buy |
7,955
+907
| +13% | +$151K | 0.48% | 69 |
|
|
2023
Q2 | $1.11M | Buy |
7,048
+760
| +12% | +$120K | 0.39% | 93 |
|
|
2023
Q1 | $1.07M | Buy |
6,288
+542
| +9% | +$92.1K | 0.38% | 100 |
|
|
2022
Q4 | $1.03M | Buy |
5,746
+833
| +17% | +$150K | 0.4% | 98 |
|
|
2022
Q3 | $706K | Buy |
4,913
+367
| +8% | +$52.7K | 0.3% | 116 |
|
|
2022
Q2 | $658K | Buy |
4,546
+1,633
| +56% | +$236K | 0.26% | 125 |
|
|
2022
Q1 | $478K | Buy |
2,913
+877
| +43% | +$144K | 0.17% | 157 |
|
|
2021
Q4 | $239K | Buy |
2,036
+15
| +0.7% | +$1.76K | 0.09% | 221 |
|
|
2021
Q3 | $211K | Sell |
2,021
-111
| -5% | -$11.6K | 0.08% | 231 |
|
|
2021
Q2 | $226K | Buy |
+2,132
| New | +$226K | 0.1% | 227 |
|
|
2020
Q1 | – | Sell |
-1,671
| Closed | -$201K | – | 162 |
|
|
2019
Q4 | $201K | Buy |
+1,671
| New | +$201K | 0.15% | 164 |
|
|
2019
Q3 | – | Sell |
-1,605
| Closed | -$200K | – | 160 |
|
|
2019
Q2 | $200K | Buy |
+1,605
| New | +$200K | 0.17% | 153 |
|