WealthBridge Capital 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 | $234K | Sell |
1,634
-26
| -2% | -$3.72K | 0.06% | 191 |
|
2025
Q1 | $278K | Buy |
1,660
+22
| +1% | +$3.68K | 0.08% | 169 |
|
2024
Q4 | $237K | Sell |
1,638
-245
| -13% | -$35.5K | 0.07% | 183 |
|
2024
Q3 | $277K | Sell |
1,883
-74
| -4% | -$10.9K | 0.08% | 164 |
|
2024
Q2 | $306K | Buy |
1,957
+14
| +0.7% | +$2.19K | 0.1% | 130 |
|
2024
Q1 | $307K | Buy |
1,943
+149
| +8% | +$23.5K | 0.1% | 128 |
|
2023
Q4 | $268K | Buy |
1,794
+125
| +7% | +$18.6K | 0.1% | 130 |
|
2023
Q3 | $282K | Buy |
1,669
+60
| +4% | +$10.1K | 0.12% | 127 |
|
2023
Q2 | $253K | Sell |
1,609
-6,574
| -80% | -$1.03M | 0.1% | 152 |
|
2023
Q1 | $1.34M | Sell |
8,183
-154
| -2% | -$25.1K | 0.53% | 44 |
|
2022
Q4 | $1.5M | Buy |
8,337
+972
| +13% | +$174K | 0.63% | 39 |
|
2022
Q3 | $1.07M | Hold |
7,365
| – | – | 0.45% | 46 |
|
2022
Q2 | $1.07M | Buy |
7,365
+2,024
| +38% | +$293K | 0.45% | 46 |
|
2022
Q1 | $870K | Buy |
+5,341
| New | +$870K | 0.33% | 69 |
|
2019
Q2 | – | Sell |
-752
| Closed | -$91K | – | 274 |
|
2019
Q1 | $91K | Sell |
752
-21
| -3% | -$2.54K | 0.06% | 203 |
|
2018
Q4 | $84K | Buy |
+773
| New | +$84K | 0.06% | 182 |
|