Wedgewood Investors’s Chevron CVX Stock Holding History

Wedgewood Investors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$733K	Hold	5,122	–	–	0.84%	33
2025 Q1	$857K	Hold	5,122	–	–	1.02%	30
2024 Q4	$742K	Hold	5,122	–	–	0.87%	33
2024 Q3	$754K	Buy	5,122 +21	+0.4%	+$3.09K	0.82%	35
2024 Q2	$798K	Buy	+5,101	New	+$798K	0.95%	32
2023 Q4	$752K	Hold	5,044	–	–	0.94%	32
2023 Q3	$851K	Hold	5,044	–	–	1.15%	24
2023 Q2	$794K	Hold	5,044	–	–	1.02%	33
2023 Q1	$823K	Sell	5,044 -200	-4%	-$32.6K	1.08%	29
2022 Q4	$941K	Buy	5,244 +592	+13%	+$106K	1.24%	24
2022 Q3	$668K	Hold	4,652	–	–	1.03%	34
2022 Q2	$674K	Hold	4,652	–	–	0.95%	37
2022 Q1	$757K	Hold	4,652	–	–	0.91%	36
2021 Q4	$546K	Buy	4,652 +110	+2%	+$12.9K	0.64%	44
2021 Q3	$461K	Sell	4,542 -133	-3%	-$13.5K	0.6%	52
2021 Q2	$490K	Hold	4,675	–	–	0.62%	50
2021 Q1	$490K	Hold	4,675	–	–	0.61%	47
2020 Q4	$395K	Sell	4,675 -200	-4%	-$16.9K	0.52%	54
2020 Q3	$351K	Sell	4,875 -153	-3%	-$11K	0.52%	55
2020 Q2	$449K	Hold	5,028	–	–	0.72%	42
2020 Q1	$364K	Sell	5,028 -410	-8%	-$29.7K	0.7%	41
2019 Q4	$655K	Sell	5,438 -310	-5%	-$37.3K	0.94%	33
2019 Q3	$682K	Sell	5,748 -100	-2%	-$11.9K	1.02%	33
2019 Q2	$728K	Sell	5,848 -3	-0.1%	-$373	1.04%	31
2019 Q1	$721K	Buy	5,851 +74	+1%	+$9.12K	1.12%	32
2018 Q4	$629K	Hold	5,777	–	–	1.15%	30
2018 Q3	$706K	Buy	5,777 +260	+5%	+$31.8K	1.12%	29
2018 Q2	$698K	Hold	5,517	–	–	1.19%	26
2018 Q1	$629K	Hold	5,517	–	–	0.54%	51
2017 Q4	$691K	Sell	5,517 -7	-0.1%	-$877	0.56%	46
2017 Q3	$649K	Hold	5,524	–	–	0.55%	46
2017 Q2	$576K	Sell	5,524 -100	-2%	-$10.4K	0.5%	51
2017 Q1	$604K	Hold	5,624	–	–	0.53%	45
2016 Q4	$662K	Hold	5,624	–	–	0.61%	40
2016 Q3	$579K	Sell	5,624 -25	-0.4%	-$2.57K	0.54%	45
2016 Q2	$592K	Hold	5,649	–	–	0.56%	44
2016 Q1	$539K	Hold	5,649	–	–	0.54%	44
2015 Q4	$508K	Sell	5,649 -165	-3%	-$14.8K	0.51%	45
2015 Q3	$459K	Sell	5,814 -459	-7%	-$36.2K	0.47%	48
2015 Q2	$605K	Hold	6,273	–	–	0.58%	41
2015 Q1	$659K	Sell	6,273 -515	-8%	-$54.1K	0.64%	39
2014 Q4	$761K	Buy	6,788 +1,069	+19%	+$120K	0.75%	35
2014 Q3	$682K	Hold	5,719	–	–	0.71%	37
2014 Q2	$747K	Sell	5,719 -50	-0.9%	-$6.53K	0.77%	37
2014 Q1	$686K	Sell	5,769 -100	-2%	-$11.9K	0.74%	36
2013 Q4	$733K	Buy	5,869 +400	+7%	+$50K	0.82%	31
2013 Q3	$664K	Buy	5,469 +350	+7%	+$42.5K	0.79%	32
2013 Q2	$606K	Buy	+5,119	New	+$606K	0.78%	33