WA
WealthTrust Axiom’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
13,994
-1,270
| -8% | -$182K | 0.59% | 36 |
|
|
2025
Q1 | $2.55M | Sell |
15,264
-65
| -0.4% | -$10.9K | 0.78% | 31 |
|
|
2024
Q4 | $2.22M | Buy |
15,329
+200
| +1% | +$29K | 0.66% | 35 |
|
|
2024
Q3 | $2.23M | Sell |
15,129
-6
| -0% | -$884 | 0.66% | 37 |
|
|
2024
Q2 | $2.37M | Sell |
15,135
-162
| -1% | -$25.3K | 0.78% | 31 |
|
|
2024
Q1 | $2.41M | Sell |
15,297
-797
| -5% | -$126K | 0.78% | 32 |
|
|
2023
Q4 | $2.4M | Buy |
16,094
+166
| +1% | +$24.8K | 0.8% | 30 |
|
|
2023
Q3 | $2.69M | Sell |
15,928
-782
| -5% | -$132K | 0.97% | 28 |
|
|
2023
Q2 | $2.63M | Sell |
16,710
-249
| -1% | -$39.2K | 0.87% | 27 |
|
|
2023
Q1 | $2.77M | Buy |
16,959
+107
| +0.6% | +$17.5K | 0.94% | 27 |
|
|
2022
Q4 | $3.02M | Sell |
16,852
-178
| -1% | -$32K | 1.05% | 24 |
|
|
2022
Q3 | $2.45M | Buy |
17,030
+328
| +2% | +$47.1K | 0.93% | 27 |
|
|
2022
Q2 | $2.42M | Buy |
16,702
+1
| +0% | +$145 | 0.86% | 31 |
|
|
2022
Q1 | $2.72M | Sell |
16,701
-179
| -1% | -$29.1K | 0.85% | 30 |
|
|
2021
Q4 | $1.98M | Buy |
16,880
+22
| +0.1% | +$2.58K | 0.63% | 43 |
|
|
2021
Q3 | $1.71M | Sell |
16,858
-411
| -2% | -$41.7K | 0.58% | 45 |
|
|
2021
Q2 | $1.81M | Buy |
17,269
+318
| +2% | +$33.3K | 0.58% | 44 |
|
|
2021
Q1 | $1.78M | Sell |
16,951
-276
| -2% | -$28.9K | 0.6% | 44 |
|
|
2020
Q4 | $1.45M | Buy |
17,227
+1,053
| +7% | +$88.9K | 0.53% | 47 |
|
|
2020
Q3 | $1.16M | Sell |
16,174
-667
| -4% | -$48K | 0.5% | 50 |
|
|
2020
Q2 | $1.5M | Sell |
16,841
-4,623
| -22% | -$412K | 0.66% | 42 |
|
|
2020
Q1 | $1.56M | Sell |
21,464
-2,080
| -9% | -$151K | 0.76% | 38 |
|
|
2019
Q4 | $2.84M | Sell |
23,544
-1,198
| -5% | -$144K | 0.95% | 31 |
|
|
2019
Q3 | $2.93M | Sell |
24,742
-573
| -2% | -$67.9K | 1.04% | 29 |
|
|
2019
Q2 | $3.15M | Buy |
25,315
+51
| +0.2% | +$6.35K | 1.09% | 27 |
|
|
2019
Q1 | $3.11M | Buy |
25,264
+2
| +0% | +$246 | 1.11% | 25 |
|
|
2018
Q4 | $2.75M | Buy |
25,262
+1,231
| +5% | +$134K | 1.13% | 26 |
|
|
2018
Q3 | $2.94M | Sell |
24,031
-48
| -0.2% | -$5.87K | 0.99% | 29 |
|
|
2018
Q2 | $3.04M | Sell |
24,079
-199
| -0.8% | -$25.2K | 1.08% | 26 |
|
|
2018
Q1 | $2.77M | Buy |
24,278
+310
| +1% | +$35.3K | 1.01% | 26 |
|
|
2017
Q4 | $3M | Buy |
23,968
+1
| +0% | +$125 | 1.12% | 24 |
|
|
2017
Q3 | $2.82M | Sell |
23,967
-556
| -2% | -$65.3K | 1.07% | 28 |
|
|
2017
Q2 | $2.56M | Sell |
24,523
-5,992
| -20% | -$625K | 0.96% | 29 |
|
|
2017
Q1 | $3.28M | Sell |
30,515
-1,408
| -4% | -$151K | 1.2% | 24 |
|
|
2016
Q4 | $3.76M | Sell |
31,923
-639
| -2% | -$75.2K | 1.36% | 23 |
|
|
2016
Q3 | $3.35M | Sell |
32,562
-450
| -1% | -$46.3K | 1.25% | 23 |
|
|
2016
Q2 | $3.46M | Buy |
33,012
+6
| +0% | +$629 | 1.33% | 21 |
|
|
2016
Q1 | $3.15M | Buy |
33,006
+197
| +0.6% | +$18.8K | 1.24% | 21 |
|
|
2015
Q4 | $2.95M | Sell |
32,809
-610
| -2% | -$54.9K | 1.17% | 25 |
|
|
2015
Q3 | $2.64M | Buy |
33,419
+3,057
| +10% | +$241K | 1.1% | 24 |
|
|
2015
Q2 | $2.93M | Buy |
30,362
+271
| +0.9% | +$26.1K | 1.08% | 28 |
|
|
2015
Q1 | $3.16M | Sell |
30,091
-366
| -1% | -$38.4K | 1.13% | 29 |
|
|
2014
Q4 | $3.42M | Sell |
30,457
-199
| -0.6% | -$22.3K | 1.22% | 25 |
|
|
2014
Q3 | $3.66M | Buy |
30,656
+5
| +0% | +$596 | 1.3% | 26 |
|
|
2014
Q2 | $4M | Buy |
30,651
+430
| +1% | +$56.1K | 1.35% | 25 |
|
|
2014
Q1 | $3.59M | Buy |
30,221
+1,100
| +4% | +$131K | 1.29% | 25 |
|
|
2013
Q4 | $3.64M | Buy |
29,121
+272
| +0.9% | +$34K | 1.4% | 25 |
|
|
2013
Q3 | $3.51M | Sell |
28,849
-634
| -2% | -$77K | 1.44% | 23 |
|
|
2013
Q2 | $3.49M | Buy |
+29,483
| New | +$3.49M | 1.5% | 21 |
|