Weatherly Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.74M | Buy |
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|
2025
Q2 | $3.25M | Sell |
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|
2025
Q1 | $3.92M | Buy |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $3.62M | Sell |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $4.21M | Sell |
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|
2023
Q2 | $4.08M | Buy |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $3.72M | Sell |
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|
2022
Q2 | $3.76M | Sell |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.74M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $1.61M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $1.9M | Sell |
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|
2019
Q1 | $1.93M | Buy |
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|
2018
Q4 | $1.7M | Sell |
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|
2018
Q3 | $2.02M | Buy |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.11M | Sell |
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|
2017
Q3 | $2M | Sell |
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|
2017
Q2 | $1.81M | Sell |
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|
2017
Q1 | $1.9M | Sell |
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|
2016
Q4 | $2.13M | Sell |
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|
2016
Q3 | $1.91M | Sell |
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|
2016
Q2 | $2.41M | Buy |
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|
2016
Q1 | $2.18M | Buy |
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|
2015
Q4 | $1.39M | Buy |
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|
2015
Q3 | $919K | Hold |
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|
2015
Q2 | $1.12M | Sell |
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|
2015
Q1 | $1.24M | Sell |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $1.33M | Buy |
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|
2014
Q2 | $1.42M | Sell |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.38M | Sell |
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|
2013
Q3 | $1.44M | Buy |
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|
2013
Q2 | $1.39M | Buy |
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