Warther Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
2,365
-370
| -14% | -$53K | 0.09% | 44 |
|
|
2025
Q1 | $458K | Buy |
2,735
+46
| +2% | +$7.7K | 0.15% | 40 |
|
|
2024
Q4 | $389K | Buy |
2,689
+83
| +3% | +$12K | 0.13% | 49 |
|
|
2024
Q3 | $384K | Sell |
2,606
-900
| -26% | -$133K | 0.13% | 55 |
|
|
2024
Q2 | $548K | Buy |
3,506
+700
| +25% | +$109K | 0.21% | 42 |
|
|
2024
Q1 | $443K | Sell |
2,806
-1,293
| -32% | -$204K | 0.2% | 39 |
|
|
2023
Q4 | $611K | Sell |
4,099
-2,290
| -36% | -$342K | 0.34% | 32 |
|
|
2023
Q3 | $1.08M | Sell |
6,389
-2,116
| -25% | -$357K | 0.72% | 34 |
|
|
2023
Q2 | $1.34M | Sell |
8,505
-182
| -2% | -$28.6K | 0.91% | 27 |
|
|
2023
Q1 | $1.42M | Buy |
8,687
+116
| +1% | +$18.9K | 1.08% | 25 |
|
|
2022
Q4 | $1.54M | Sell |
8,571
-1,505
| -15% | -$270K | 1.15% | 27 |
|
|
2022
Q3 | $1.45M | Buy |
10,076
+444
| +5% | +$63.8K | 1.15% | 26 |
|
|
2022
Q2 | $1.41M | Buy |
9,632
+204
| +2% | +$29.9K | 1.03% | 30 |
|
|
2022
Q1 | $1.55M | Buy |
9,428
+1,426
| +18% | +$234K | 1.01% | 28 |
|
|
2021
Q4 | $954K | Buy |
8,002
+2,121
| +36% | +$253K | 0.71% | 39 |
|
|
2021
Q3 | $614K | Buy |
5,881
+3,616
| +160% | +$378K | 0.55% | 49 |
|
|
2021
Q2 | $241K | Buy |
+2,265
| New | +$241K | 0.23% | 98 |
|