WD Rutherford’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
26,954
-555
| -2% | -$79.5K | 1.78% | 25 |
|
|
2025
Q1 | $3.7M | Buy |
27,509
+4
| +0% | +$538 | 1.97% | 22 |
|
|
2024
Q4 | $3.98M | Sell |
27,505
-277
| -1% | -$40.1K | 1.89% | 21 |
|
|
2024
Q3 | $4.09M | Buy |
27,782
+4,050
| +17% | +$596K | 2% | 18 |
|
|
2024
Q2 | $3.71M | Buy |
23,732
+141
| +0.6% | +$22.1K | 1.86% | 19 |
|
|
2024
Q1 | $3.72M | Buy |
23,591
+1,921
| +9% | +$303K | 1.93% | 23 |
|
|
2023
Q4 | $3.09M | Buy |
21,670
+85
| +0.4% | +$12.1K | 1.8% | 26 |
|
|
2023
Q3 | $3.64M | Buy |
21,585
+1,761
| +9% | +$297K | 2.5% | 10 |
|
|
2023
Q2 | $3.12M | Sell |
19,824
-20
| -0.1% | -$3.15K | 1.99% | 23 |
|
|
2023
Q1 | $3.24M | Sell |
19,844
-50
| -0.3% | -$8.16K | 2.28% | 18 |
|
|
2022
Q4 | $3.57M | Sell |
19,894
-200
| -1% | -$35.9K | 2.8% | 9 |
|
|
2022
Q3 | $2.89M | Buy |
20,094
+8,270
| +70% | +$1.19M | 2.32% | 15 |
|
|
2022
Q2 | $1.71M | Buy |
11,824
+815
| +7% | +$118K | 1.32% | 33 |
|
|
2022
Q1 | $1.79M | Buy |
11,009
+9,784
| +799% | +$1.59M | 1.02% | 38 |
|
|
2021
Q4 | $144K | Hold |
1,225
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $124K | Buy |
1,225
+250
| +26% | +$25.3K | 0.07% | 87 |
|
|
2021
Q2 | $102K | Buy |
+975
| New | +$102K | 0.06% | 90 |
|