Wealth Architects’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
5,436
-63
| -1% | -$9.02K | 0.08% | 113 |
|
|
2025
Q1 | $920K | Buy |
5,499
+1,969
| +56% | +$329K | 0.1% | 99 |
|
|
2024
Q4 | $511K | Buy |
3,530
+691
| +24% | +$100K | 0.06% | 121 |
|
|
2024
Q3 | $418K | Sell |
2,839
-160
| -5% | -$23.6K | 0.05% | 135 |
|
|
2024
Q2 | $469K | Buy |
2,999
+66
| +2% | +$10.3K | 0.06% | 124 |
|
|
2024
Q1 | $463K | Sell |
2,933
-49
| -2% | -$7.73K | 0.06% | 126 |
|
|
2023
Q4 | $445K | Sell |
2,982
-346
| -10% | -$51.6K | 0.06% | 121 |
|
|
2023
Q3 | $561K | Buy |
3,328
+243
| +8% | +$41K | 0.1% | 97 |
|
|
2023
Q2 | $485K | Buy |
3,085
+95
| +3% | +$15K | 0.08% | 118 |
|
|
2023
Q1 | $488K | Buy |
2,990
+156
| +6% | +$25.5K | 0.09% | 108 |
|
|
2022
Q4 | $509K | Buy |
2,834
+219
| +8% | +$39.3K | 0.1% | 96 |
|
|
2022
Q3 | $376K | Sell |
2,615
-98
| -4% | -$14.1K | 0.08% | 112 |
|
|
2022
Q2 | $393K | Sell |
2,713
-546
| -17% | -$79.1K | 0.08% | 117 |
|
|
2022
Q1 | $531K | Buy |
3,259
+370
| +13% | +$60.3K | 0.09% | 107 |
|
|
2021
Q4 | $339K | Sell |
2,889
-120
| -4% | -$14.1K | 0.06% | 145 |
|
|
2021
Q3 | $305K | Buy |
3,009
+93
| +3% | +$9.43K | 0.06% | 137 |
|
|
2021
Q2 | $305K | Buy |
2,916
+943
| +48% | +$98.6K | 0.06% | 130 |
|
|
2021
Q1 | $207K | Buy |
+1,973
| New | +$207K | 0.04% | 156 |
|
|
2020
Q1 | – | Sell |
-1,668
| Closed | -$201K | – | 132 |
|
|
2019
Q4 | $201K | Sell |
1,668
-36
| -2% | -$4.34K | 0.06% | 133 |
|
|
2019
Q3 | $202K | Buy |
1,704
+68
| +4% | +$8.06K | 0.06% | 128 |
|
|
2019
Q2 | $204K | Sell |
1,636
-51
| -3% | -$6.36K | 0.06% | 126 |
|
|
2019
Q1 | $208K | Buy |
+1,687
| New | +$208K | 0.06% | 125 |
|
|
2018
Q4 | – | Sell |
-2,101
| Closed | -$257K | – | 132 |
|
|
2018
Q3 | $257K | Buy |
+2,101
| New | +$257K | 0.08% | 113 |
|
|
2017
Q4 | – | Sell |
-1,968
| Closed | -$231K | – | 134 |
|
|
2017
Q3 | $231K | Sell |
1,968
-248
| -11% | -$29.1K | 0.08% | 114 |
|
|
2017
Q2 | $231K | Sell |
2,216
-15
| -0.7% | -$1.56K | 0.09% | 104 |
|
|
2017
Q1 | $240K | Sell |
2,231
-138
| -6% | -$14.8K | 0.1% | 101 |
|
|
2016
Q4 | $279K | Sell |
2,369
-57
| -2% | -$6.71K | 0.12% | 89 |
|
|
2016
Q3 | $249K | Sell |
2,426
-43
| -2% | -$4.41K | 0.12% | 94 |
|
|
2016
Q2 | $258K | Sell |
2,469
-162
| -6% | -$16.9K | 0.12% | 95 |
|
|
2016
Q1 | $251K | Sell |
2,631
-2
| -0.1% | -$191 | 0.13% | 95 |
|
|
2015
Q4 | $237K | Buy |
+2,633
| New | +$237K | 0.12% | 102 |
|
|
2015
Q3 | – | Sell |
-2,180
| Closed | -$210K | – | 124 |
|
|
2015
Q2 | $210K | Sell |
2,180
-186
| -8% | -$17.9K | 0.11% | 112 |
|
|
2015
Q1 | $248K | Sell |
2,366
-221
| -9% | -$23.2K | 0.14% | 85 |
|
|
2014
Q4 | $290K | Buy |
+2,587
| New | +$290K | 0.17% | 74 |
|