WealthShield 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 | $699K | Buy |
4,881
+326
| +7% | +$46.7K | 0.08% | 205 |
|
|
2025
Q1 | $762K | Buy |
4,555
+130
| +3% | +$21.7K | 0.1% | 187 |
|
|
2024
Q4 | $641K | Sell |
4,425
-364
| -8% | -$52.7K | 0.09% | 192 |
|
|
2024
Q3 | $705K | Sell |
4,789
-8,538
| -64% | -$1.26M | 0.1% | 184 |
|
|
2024
Q2 | $2.08M | Buy |
13,327
+436
| +3% | +$68.2K | 0.32% | 88 |
|
|
2024
Q1 | $2.03M | Sell |
12,891
-5,532
| -30% | -$873K | 0.33% | 86 |
|
|
2023
Q4 | $2.75M | Buy |
18,423
+9,115
| +98% | +$1.36M | 0.45% | 60 |
|
|
2023
Q3 | $1.57M | Buy |
9,308
+4,631
| +99% | +$781K | 0.24% | 116 |
|
|
2023
Q2 | $736K | Sell |
4,677
-109
| -2% | -$17.2K | 0.11% | 172 |
|
|
2023
Q1 | $781K | Sell |
4,786
-108
| -2% | -$17.6K | 0.13% | 171 |
|
|
2022
Q4 | $878K | Buy |
4,894
+6
| +0.1% | +$1.08K | 0.17% | 145 |
|
|
2022
Q3 | $702K | Sell |
4,888
-3
| -0.1% | -$431 | 0.14% | 167 |
|
|
2022
Q2 | $708K | Buy |
4,891
+194
| +4% | +$28.1K | 0.14% | 169 |
|
|
2022
Q1 | $765K | Sell |
4,697
-419
| -8% | -$68.2K | 0.12% | 179 |
|
|
2021
Q4 | $600K | Buy |
5,116
+2,990
| +141% | +$351K | 0.1% | 178 |
|
|
2021
Q3 | $215K | Sell |
2,126
-5,359
| -72% | -$542K | 0.06% | 221 |
|
|
2021
Q2 | $784K | Buy |
7,485
+1,381
| +23% | +$145K | 0.12% | 123 |
|
|
2021
Q1 | $640K | Sell |
6,104
-2,466
| -29% | -$259K | 0.12% | 128 |
|
|
2020
Q4 | $724K | Sell |
8,570
-238
| -3% | -$20.1K | 0.13% | 127 |
|
|
2020
Q3 | $634K | Buy |
8,808
+3,932
| +81% | +$283K | 0.22% | 103 |
|
|
2020
Q2 | $435K | Buy |
+4,876
| New | +$435K | 0.2% | 111 |
|
|
2020
Q1 | – | Sell |
-1,740
| Closed | -$210K | – | 274 |
|
|
2019
Q4 | $210K | Sell |
1,740
-107
| -6% | -$12.9K | 0.1% | 174 |
|
|
2019
Q3 | $219K | Buy |
+1,847
| New | +$219K | 0.12% | 159 |
|
|
2019
Q1 | – | Sell |
-1,965
| Closed | -$214K | – | 266 |
|
|
2018
Q4 | $214K | Buy |
+1,965
| New | +$214K | 0.15% | 119 |
|
|
2018
Q1 | – | Sell |
-1,988
| Closed | -$253K | – | 236 |
|
|
2017
Q4 | $253K | Buy |
+1,988
| New | +$253K | 0.15% | 111 |
|