WBH Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
7,503
-637
| -8% | -$91.2K | 0.09% | 152 |
|
|
2025
Q1 | $1.36M | Sell |
8,140
-413
| -5% | -$69.1K | 0.13% | 124 |
|
|
2024
Q4 | $1.24M | Sell |
8,553
-153
| -2% | -$22.2K | 0.12% | 130 |
|
|
2024
Q3 | $1.28M | Sell |
8,706
-562
| -6% | -$82.8K | 0.12% | 127 |
|
|
2024
Q2 | $1.45M | Buy |
9,268
+504
| +6% | +$78.8K | 0.15% | 113 |
|
|
2024
Q1 | $1.38M | Sell |
8,764
-714
| -8% | -$113K | 0.14% | 120 |
|
|
2023
Q4 | $1.41M | Sell |
9,478
-77
| -0.8% | -$11.5K | 0.16% | 115 |
|
|
2023
Q3 | $1.61M | Sell |
9,555
-298
| -3% | -$50.2K | 0.2% | 101 |
|
|
2023
Q2 | $1.55M | Sell |
9,853
-448
| -4% | -$70.5K | 0.18% | 105 |
|
|
2023
Q1 | $1.68M | Buy |
+10,301
| New | +$1.68M | 0.21% | 100 |
|
|
2022
Q3 | $1.59M | Sell |
11,094
-377
| -3% | -$54.2K | 0.23% | 99 |
|
|
2022
Q2 | $1.62M | Sell |
11,471
-17
| -0.1% | -$2.41K | 0.22% | 101 |
|
|
2022
Q1 | $1.86M | Sell |
11,488
-1,086
| -9% | -$176K | 0.23% | 92 |
|
|
2021
Q4 | $1.48M | Buy |
12,574
+169
| +1% | +$19.8K | 0.17% | 120 |
|
|
2021
Q3 | $1.26M | Sell |
12,405
-17
| -0.1% | -$1.72K | 0.17% | 121 |
|
|
2021
Q2 | $1.25M | Buy |
12,422
+308
| +3% | +$31.1K | 0.18% | 102 |
|
|
2021
Q1 | $1.27M | Buy |
12,114
+91
| +0.8% | +$9.53K | 0.21% | 102 |
|
|
2020
Q4 | $1.15M | Sell |
12,023
-579
| -5% | -$55.2K | 0.2% | 102 |
|
|
2020
Q3 | $907K | Sell |
12,602
-193
| -2% | -$13.9K | 0.18% | 108 |
|
|
2020
Q2 | $1.14M | Buy |
12,795
+673
| +6% | +$60K | 0.28% | 90 |
|
|
2020
Q1 | $878 | Sell |
12,122
-2,122
| -15% | -$154 | 0.21% | 94 |
|
|
2019
Q4 | $1.72M | Sell |
14,244
-361
| -2% | -$43.5K | 0.35% | 64 |
|
|
2019
Q3 | $1.73M | Buy |
14,605
+288
| +2% | +$34.2K | 0.39% | 62 |
|
|
2019
Q2 | $1.78M | Sell |
14,317
-793
| -5% | -$98.6K | 0.41% | 57 |
|
|
2019
Q1 | $1.86M | Sell |
15,110
-92
| -0.6% | -$11.3K | 0.44% | 56 |
|
|
2018
Q4 | $1.65K | Sell |
15,202
-708
| -4% | -$77 | 0.4% | 59 |
|
|
2018
Q3 | $1.95M | Sell |
15,910
-479
| -3% | -$58.6K | 0.47% | 50 |
|
|
2018
Q2 | $2.07M | Sell |
16,389
-19
| -0.1% | -$2.4K | 0.54% | 40 |
|
|
2018
Q1 | $1.87M | Sell |
16,408
-457
| -3% | -$52.1K | 0.51% | 46 |
|
|
2017
Q4 | $2.11M | Sell |
16,865
-481
| -3% | -$60.2K | 0.56% | 41 |
|
|
2017
Q3 | $2.04M | Sell |
17,346
-937
| -5% | -$110K | 0.57% | 42 |
|
|
2017
Q2 | $1.91M | Sell |
18,283
-587
| -3% | -$61.2K | 0.53% | 45 |
|
|
2017
Q1 | $2.03M | Buy |
18,870
+492
| +3% | +$52.8K | 0.61% | 40 |
|
|
2016
Q4 | $2.16M | Sell |
18,378
-218
| -1% | -$25.7K | 0.72% | 34 |
|
|
2016
Q3 | $1.91M | Buy |
18,596
+2,190
| +13% | +$225K | 0.65% | 42 |
|
|
2016
Q2 | $1.72M | Sell |
16,406
-307
| -2% | -$32.2K | 0.67% | 40 |
|
|
2016
Q1 | $1.59M | Buy |
16,713
+106
| +0.6% | +$10.1K | 0.53% | 42 |
|
|
2015
Q4 | $1.49K | Sell |
16,607
-531
| -3% | -$48 | 0.52% | 43 |
|
|
2015
Q3 | $1.35M | Sell |
17,138
-12,658
| -42% | -$998K | 0.56% | 45 |
|
|
2015
Q2 | $2.87M | Sell |
29,796
-844
| -3% | -$81.4K | 1.13% | 15 |
|
|
2015
Q1 | $3.22K | Sell |
30,640
-1,283
| -4% | -$135 | 0.9% | 14 |
|
|
2014
Q4 | $3.58M | Buy |
31,923
+49
| +0.2% | +$5.5K | 1.35% | 13 |
|
|
2014
Q3 | $3.8M | Buy |
31,874
+173
| +0.5% | +$20.6K | 1.34% | 14 |
|
|
2014
Q2 | $4.14M | Buy |
31,701
+219
| +0.7% | +$28.6K | 1.56% | 12 |
|
|
2014
Q1 | $3.74M | Sell |
31,482
-642
| -2% | -$76.3K | 1.49% | 13 |
|
|
2013
Q4 | $4.01M | Buy |
32,124
+1,716
| +6% | +$214K | 1.62% | 12 |
|
|
2013
Q3 | $3.7M | Sell |
30,408
-917
| -3% | -$111K | 1.65% | 12 |
|
|
2013
Q2 | $3.71M | Buy |
+31,325
| New | +$3.71M | 1.71% | 12 |
|