Washburn 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 | – | Sell |
-2,726
| Closed | -$456K | – | 53 |
|
|
2025
Q1 | $456K | Sell |
2,726
-172
| -6% | -$28.8K | 0.3% | 33 |
|
|
2024
Q4 | $420K | Buy |
2,898
+298
| +11% | +$43.2K | 0.26% | 33 |
|
|
2024
Q3 | $383K | Sell |
2,600
-105
| -4% | -$15.5K | 0.27% | 31 |
|
|
2024
Q2 | $423K | Sell |
2,705
-190
| -7% | -$29.7K | 0.3% | 31 |
|
|
2024
Q1 | $457K | Buy |
2,895
+43
| +2% | +$6.78K | 0.34% | 31 |
|
|
2023
Q4 | $425K | Sell |
2,852
-1,015
| -26% | -$151K | 0.32% | 35 |
|
|
2023
Q3 | $652K | Sell |
3,867
-31
| -0.8% | -$5.23K | 0.55% | 28 |
|
|
2023
Q2 | $613K | Sell |
3,898
-2,425
| -38% | -$382K | 0.51% | 29 |
|
|
2023
Q1 | $1.03M | Sell |
6,323
-75
| -1% | -$12.2K | 0.89% | 19 |
|
|
2022
Q4 | $1.15M | Sell |
6,398
-5
| -0.1% | -$897 | 1.04% | 17 |
|
|
2022
Q3 | $920K | Sell |
6,403
-544
| -8% | -$78.2K | 0.88% | 21 |
|
|
2022
Q2 | $1.01M | Buy |
6,947
+287
| +4% | +$41.6K | 0.87% | 22 |
|
|
2022
Q1 | $1.08M | Buy |
6,660
+4,485
| +206% | +$730K | 0.71% | 24 |
|
|
2021
Q4 | $255K | Buy |
+2,175
| New | +$255K | 0.15% | 48 |
|