WealthPlan 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 | $13.9M | Buy |
96,934
+15,324
| +19% | +$2.19M | 1.01% | 23 |
|
|
2025
Q1 | $13.7M | Buy |
81,610
+5,392
| +7% | +$902K | 1.34% | 15 |
|
|
2024
Q4 | $11M | Sell |
76,218
-2,205
| -3% | -$319K | 1.09% | 24 |
|
|
2024
Q3 | $11.5M | Buy |
78,423
+8,795
| +13% | +$1.3M | 1.17% | 21 |
|
|
2024
Q2 | $10.9M | Sell |
69,628
-3,166
| -4% | -$495K | 1.65% | 12 |
|
|
2024
Q1 | $11.5M | Buy |
72,794
+3,253
| +5% | +$513K | 1.75% | 11 |
|
|
2023
Q4 | $10.4M | Buy |
69,541
+6,125
| +10% | +$914K | 1.66% | 12 |
|
|
2023
Q3 | $10.7M | Buy |
63,416
+30,317
| +92% | +$5.11M | 1.89% | 7 |
|
|
2023
Q2 | $5.21M | Sell |
33,099
-30,169
| -48% | -$4.75M | 1.55% | 16 |
|
|
2023
Q1 | $10.3M | Sell |
63,268
-53,228
| -46% | -$8.68M | 1.78% | 10 |
|
|
2022
Q4 | $19.9M | Buy |
116,496
+1,906
| +2% | +$326K | 1.39% | 14 |
|
|
2022
Q3 | $19.8M | Buy |
+114,590
| New | +$19.8M | 1.44% | 14 |
|
|
2022
Q1 | $17M | Buy |
+108,777
| New | +$17M | 1.18% | 19 |
|