WealthTrust Asset 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 | $378K | Buy |
2,636
+519
| +25% | +$74.3K | 0.28% | 58 |
|
|
2025
Q1 | $354K | Sell |
2,117
-609
| -22% | -$102K | 0.26% | 60 |
|
|
2024
Q4 | $395K | Buy |
2,726
+18
| +0.7% | +$2.61K | 0.28% | 62 |
|
|
2024
Q3 | $399K | Buy |
2,708
+648
| +31% | +$95.4K | 0.3% | 61 |
|
|
2024
Q2 | $322K | Buy |
2,060
+18
| +0.9% | +$2.82K | 0.24% | 63 |
|
|
2024
Q1 | $322K | Sell |
2,042
-982
| -32% | -$155K | 0.25% | 59 |
|
|
2023
Q4 | $451K | Buy |
3,024
+1,018
| +51% | +$152K | 0.38% | 48 |
|
|
2023
Q3 | $338K | Buy |
2,006
+15
| +0.8% | +$2.53K | 0.31% | 50 |
|
|
2023
Q2 | $313K | Buy |
1,991
+16
| +0.8% | +$2.52K | 0.28% | 49 |
|
|
2023
Q1 | $322K | Buy |
1,975
+15
| +0.8% | +$2.45K | 0.31% | 51 |
|
|
2022
Q4 | $352K | Buy |
1,960
+121
| +7% | +$21.7K | 0.34% | 45 |
|
|
2022
Q3 | $264K | Buy |
1,839
+7
| +0.4% | +$1.01K | 0.28% | 52 |
|
|
2022
Q2 | $265K | Buy |
1,832
+8
| +0.4% | +$1.16K | 0.25% | 60 |
|
|
2022
Q1 | $297K | Buy |
+1,824
| New | +$297K | 0.21% | 61 |
|