Wealth Management Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
14,602
+139
| +1% | +$20.5K | 0.76% | 32 |
|
|
2025
Q1 | $2.42M | Buy |
14,463
+1,061
| +8% | +$177K | 1.12% | 24 |
|
|
2024
Q4 | $1.94M | Sell |
13,402
-337
| -2% | -$48.8K | 0.84% | 27 |
|
|
2024
Q3 | $2.02M | Sell |
13,739
-308
| -2% | -$45.4K | 0.94% | 26 |
|
|
2024
Q2 | $2.2M | Buy |
14,047
+805
| +6% | +$126K | 1.07% | 25 |
|
|
2024
Q1 | $2.09M | Buy |
13,242
+210
| +2% | +$33.1K | 1.06% | 24 |
|
|
2023
Q4 | $1.94M | Buy |
13,032
+652
| +5% | +$97.3K | 1.08% | 25 |
|
|
2023
Q3 | $2.09M | Buy |
12,380
+423
| +4% | +$71.3K | 1.3% | 21 |
|
|
2023
Q2 | $1.88M | Buy |
11,957
+410
| +4% | +$64.5K | 1.18% | 20 |
|
|
2023
Q1 | $1.88M | Buy |
11,547
+547
| +5% | +$89.2K | 1.32% | 18 |
|
|
2022
Q4 | $2.02M | Hold |
11,000
| – | – | 1.69% | 16 |
|
|
2022
Q3 | $1.81M | Hold |
11,000
| – | – | 1.59% | 17 |
|
|
2022
Q2 | $1.55M | Sell |
11,000
-1,000
| -8% | -$141K | 1.36% | 19 |
|
|
2022
Q1 | $1.99M | Hold |
12,000
| – | – | 1.42% | 16 |
|
|
2021
Q4 | $1.37M | Sell |
12,000
-842
| -7% | -$96K | 0.94% | 24 |
|
|
2021
Q3 | $1.3M | Sell |
12,842
-385
| -3% | -$39.1K | 0.97% | 25 |
|
|
2021
Q2 | $1.39M | Buy |
13,227
+388
| +3% | +$40.6K | 0.96% | 26 |
|
|
2021
Q1 | $1.34M | Sell |
12,839
-235
| -2% | -$24.5K | 1% | 26 |
|
|
2020
Q4 | $1.17M | Buy |
+13,074
| New | +$1.17M | 0.91% | 25 |
|