Wealthquest’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
5,198
-179
| -3% | -$25.6K | 0.06% | 59 |
|
|
2025
Q1 | $900K | Buy |
5,377
+60
| +1% | +$10K | 0.08% | 53 |
|
|
2024
Q4 | $770K | Buy |
5,317
+95
| +2% | +$13.8K | 0.06% | 59 |
|
|
2024
Q3 | $782K | Buy |
5,222
+118
| +2% | +$17.7K | 0.07% | 62 |
|
|
2024
Q2 | $798K | Buy |
5,104
+61
| +1% | +$9.54K | 0.09% | 58 |
|
|
2024
Q1 | $796K | Sell |
5,043
-421
| -8% | -$66.4K | 0.09% | 58 |
|
|
2023
Q4 | $815K | Hold |
5,464
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $921K | Buy |
5,464
+1,652
| +43% | +$279K | 0.11% | 52 |
|
|
2023
Q2 | $600K | Sell |
3,812
-1,476
| -28% | -$232K | 0.07% | 67 |
|
|
2023
Q1 | $863K | Sell |
5,288
-521
| -9% | -$85K | 0.11% | 53 |
|
|
2022
Q4 | $1.04M | Sell |
5,809
-633
| -10% | -$114K | 0.13% | 50 |
|
|
2022
Q3 | $925K | Buy |
6,442
+41
| +0.6% | +$5.89K | 0.13% | 51 |
|
|
2022
Q2 | $926K | Sell |
6,401
-10
| -0.2% | -$1.45K | 0.14% | 56 |
|
|
2022
Q1 | $752K | Hold |
6,411
| – | – | 0.12% | 65 |
|
|
2021
Q4 | $752K | Buy |
6,411
+1,092
| +21% | +$128K | 0.12% | 65 |
|
|
2021
Q3 | $539K | Sell |
5,319
-247
| -4% | -$25K | 0.09% | 73 |
|
|
2021
Q2 | $583K | Buy |
5,566
+57
| +1% | +$5.97K | 0.1% | 71 |
|
|
2021
Q1 | $577K | Sell |
5,509
-847
| -13% | -$88.7K | 0.11% | 74 |
|
|
2020
Q4 | $536K | Sell |
6,356
-1,255
| -16% | -$106K | 0.11% | 71 |
|
|
2020
Q3 | $548K | Hold |
7,611
| – | – | 0.14% | 63 |
|
|
2020
Q2 | $679K | Buy |
+7,611
| New | +$679K | 0.17% | 57 |
|
|
2019
Q4 | $1.03M | Buy |
8,579
+274
| +3% | +$33K | 0.3% | 57 |
|
|
2019
Q3 | $985K | Sell |
8,305
-46
| -0.6% | -$5.46K | 0.33% | 56 |
|
|
2019
Q2 | $1.04M | Sell |
8,351
-44
| -0.5% | -$5.47K | 0.39% | 52 |
|
|
2019
Q1 | $1.03M | Sell |
8,395
-94
| -1% | -$11.6K | 0.39% | 48 |
|
|
2018
Q4 | $923K | Buy |
+8,489
| New | +$923K | 0.38% | 48 |
|
|
2015
Q3 | $511K | Sell |
6,483
-3,470
| -35% | -$274K | 0.93% | 14 |
|
|
2015
Q2 | $960K | Sell |
9,953
-200
| -2% | -$19.3K | 1.41% | 9 |
|
|
2015
Q1 | $1.07M | Sell |
10,153
-100
| -1% | -$10.5K | 1.54% | 9 |
|
|
2014
Q4 | $1.15M | Buy |
+10,253
| New | +$1.15M | 1.17% | 10 |
|