WCM Investment 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 |
-26,409
| Closed | -$4.39M | – | 236 |
|
|
2025
Q1 | $4.39M | Sell |
26,409
-724
| -3% | -$120K | 0.01% | 177 |
|
|
2024
Q4 | $3.88M | Buy |
27,133
+16,124
| +146% | +$2.31M | 0.01% | 196 |
|
|
2024
Q3 | $1.6M | Buy |
11,009
+8,298
| +306% | +$1.21M | ﹤0.01% | 224 |
|
|
2024
Q2 | $424K | Buy |
2,711
+882
| +48% | +$138K | ﹤0.01% | 235 |
|
|
2024
Q1 | $289K | Buy |
1,829
+109
| +6% | +$17.2K | ﹤0.01% | 226 |
|
|
2023
Q4 | $258K | Buy |
+1,720
| New | +$258K | ﹤0.01% | 227 |
|
|
2022
Q4 | – | Sell |
-1,890
| Closed | -$274K | – | 214 |
|
|
2022
Q3 | $274K | Hold |
1,890
| – | – | ﹤0.01% | 191 |
|
|
2022
Q2 | $278K | Buy |
1,890
+30
| +2% | +$4.41K | ﹤0.01% | 201 |
|
|
2022
Q1 | $303K | Buy |
+1,860
| New | +$303K | ﹤0.01% | 197 |
|
|
2019
Q3 | – | Sell |
-1,610
| Closed | -$200K | – | 156 |
|
|
2019
Q2 | $200K | Buy |
+1,610
| New | +$200K | ﹤0.01% | 151 |
|
|
2018
Q3 | – | Sell |
-1,610
| Closed | -$204K | – | 79 |
|
|
2018
Q2 | $204K | Buy |
+1,610
| New | +$204K | ﹤0.01% | 81 |
|
|
2018
Q1 | – | Sell |
-1,610
| Closed | -$202K | – | 97 |
|
|
2017
Q4 | $202K | Buy |
+1,610
| New | +$202K | ﹤0.01% | 96 |
|
|
2017
Q1 | – | Sell |
-1,720
| Closed | -$202K | – | 127 |
|
|
2016
Q4 | $202K | Buy |
+1,720
| New | +$202K | ﹤0.01% | 168 |
|
|
2016
Q1 | – | Sell |
-2,245
| Closed | -$202K | – | 116 |
|
|
2015
Q4 | $202K | Sell |
2,245
-1,689
| -43% | -$152K | ﹤0.01% | 92 |
|
|
2015
Q3 | $310K | Sell |
3,934
-833
| -17% | -$65.6K | 0.01% | 97 |
|
|
2015
Q2 | $460K | Hold |
4,767
| – | – | 0.01% | 99 |
|
|
2015
Q1 | $500K | Sell |
4,767
-255
| -5% | -$26.7K | 0.01% | 119 |
|
|
2014
Q4 | $563K | Sell |
5,022
-65
| -1% | -$7.29K | 0.02% | 95 |
|
|
2014
Q3 | $607K | Sell |
5,087
-170
| -3% | -$20.3K | 0.02% | 92 |
|
|
2014
Q2 | $686K | Buy |
5,257
+555
| +12% | +$72.4K | 0.02% | 113 |
|
|
2014
Q1 | $559K | Sell |
4,702
-136
| -3% | -$16.2K | 0.02% | 113 |
|
|
2013
Q4 | $604K | Sell |
4,838
-15
| -0.3% | -$1.87K | 0.02% | 104 |
|
|
2013
Q3 | $590K | Sell |
4,853
-3,650
| -43% | -$444K | 0.03% | 100 |
|
|
2013
Q2 | $1.01M | Buy |
+8,503
| New | +$1.01M | 0.05% | 105 |
|