WealthPLAN 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 | $4.05M | Sell |
28,286
-8,440
| -23% | -$1.21M | 0.65% | 38 |
|
|
2025
Q1 | $6.14M | Buy |
36,726
+696
| +2% | +$116K | 0.87% | 29 |
|
|
2024
Q4 | $5.22M | Sell |
36,030
-1,126
| -3% | -$163K | 0.74% | 35 |
|
|
2024
Q3 | $5.47M | Sell |
37,156
-8,857
| -19% | -$1.3M | 0.73% | 35 |
|
|
2024
Q2 | $7.2M | Sell |
46,013
-6,269
| -12% | -$981K | 0.77% | 31 |
|
|
2024
Q1 | $8.25M | Sell |
52,282
-6,909
| -12% | -$1.09M | 0.85% | 25 |
|
|
2023
Q4 | $8.83M | Buy |
59,191
+5,641
| +11% | +$841K | 0.91% | 29 |
|
|
2023
Q3 | $9.03M | Buy |
53,550
+25,003
| +88% | +$4.22M | 1.05% | 20 |
|
|
2023
Q2 | $4.49M | Sell |
28,547
-28,355
| -50% | -$4.46M | 0.64% | 36 |
|
|
2023
Q1 | $9.28M | Sell |
56,902
-59,818
| -51% | -$9.76M | 1.06% | 21 |
|
|
2022
Q4 | $20.1M | Buy |
+116,720
| New | +$20.1M | 1.41% | 13 |
|
|
2022
Q1 | $17M | Sell |
108,777
-15,979
| -13% | -$2.5M | 1.18% | 19 |
|
|
2021
Q4 | $16.4M | Buy |
124,756
+5,342
| +4% | +$702K | 1.08% | 21 |
|
|
2021
Q3 | $14.1M | Buy |
119,414
+19,674
| +20% | +$2.32M | 0.94% | 37 |
|
|
2021
Q2 | $10.3M | Buy |
99,740
+93,868
| +1,599% | +$9.65M | 0.72% | 54 |
|
|
2021
Q1 | $623K | Sell |
5,872
-106
| -2% | -$11.2K | 0.05% | 197 |
|
|
2020
Q4 | $532K | Sell |
5,978
-901
| -13% | -$80.2K | 0.05% | 208 |
|
|
2020
Q3 | $555K | Sell |
6,879
-3,710
| -35% | -$299K | 0.05% | 187 |
|
|
2020
Q2 | $951K | Sell |
10,589
-258
| -2% | -$23.2K | 0.1% | 123 |
|
|
2020
Q1 | $977K | Buy |
10,847
+4,531
| +72% | +$408K | 0.13% | 109 |
|
|
2019
Q4 | $708K | Sell |
6,316
-33
| -0.5% | -$3.7K | 0.08% | 135 |
|
|
2019
Q3 | $776K | Sell |
6,349
-147
| -2% | -$18K | 0.11% | 124 |
|
|
2019
Q2 | $795K | Sell |
6,496
-1,088
| -14% | -$133K | 0.12% | 121 |
|
|
2019
Q1 | $926K | Buy |
7,584
+250
| +3% | +$30.5K | 0.14% | 110 |
|
|
2018
Q4 | $875K | Sell |
7,334
-255
| -3% | -$30.4K | 0.14% | 113 |
|
|
2018
Q3 | $881K | Buy |
7,589
+364
| +5% | +$42.3K | 0.16% | 104 |
|
|
2018
Q2 | $914K | Buy |
7,225
+494
| +7% | +$62.5K | 0.19% | 104 |
|
|
2018
Q1 | $767K | Buy |
6,731
+2,440
| +57% | +$278K | 0.17% | 110 |
|
|
2017
Q4 | $537K | Buy |
4,291
+52
| +1% | +$6.51K | 0.14% | 120 |
|
|
2017
Q3 | $498K | Buy |
4,239
+424
| +11% | +$49.8K | 0.14% | 112 |
|
|
2017
Q2 | $398K | Buy |
3,815
+3,292
| +629% | +$343K | 0.11% | 116 |
|
|
2017
Q1 | $56.8K | Buy |
+523
| New | +$56.8K | 0.2% | 101 |
|
|
2016
Q3 | $571K | Sell |
5,640
-4,691
| -45% | -$475K | 0.19% | 76 |
|
|
2016
Q2 | $556K | Buy |
+10,331
| New | +$556K | 0.07% | 184 |
|
|
2015
Q4 | $273K | Buy |
+9,191
| New | +$273K | 0.04% | 218 |
|
|
2015
Q2 | $85K | Sell |
885
-858
| -49% | -$82.4K | 0.04% | 139 |
|
|
2015
Q1 | $184K | Buy |
+1,743
| New | +$184K | 0.09% | 116 |
|