Wedmont Private Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
12,104
-2,919
| -19% | -$447K | 0.08% | 158 |
|
|
2025
Q1 | $2.04M | Buy |
15,023
+1,261
| +9% | +$171K | 0.1% | 116 |
|
|
2024
Q4 | $2.11M | Buy |
13,762
+1,750
| +15% | +$268K | 0.11% | 106 |
|
|
2024
Q3 | $1.82M | Sell |
12,012
-1,970
| -14% | -$298K | 0.1% | 113 |
|
|
2024
Q2 | $2.18M | Buy |
13,982
+1,016
| +8% | +$158K | 0.14% | 92 |
|
|
2024
Q1 | $2.1M | Buy |
12,966
+2,678
| +26% | +$434K | 0.15% | 88 |
|
|
2023
Q4 | $1.54M | Sell |
10,288
-1,936
| -16% | -$289K | 0.13% | 103 |
|
|
2023
Q3 | $2.04M | Buy |
12,224
+976
| +9% | +$163K | 0.21% | 75 |
|
|
2023
Q2 | $1.73M | Buy |
11,248
+393
| +4% | +$60.4K | 0.19% | 79 |
|
|
2023
Q1 | $1.83M | Buy |
10,855
+842
| +8% | +$142K | 0.24% | 66 |
|
|
2022
Q4 | $1.77M | Buy |
10,013
+1,227
| +14% | +$217K | 0.26% | 63 |
|
|
2022
Q3 | $1.26M | Buy |
8,786
+583
| +7% | +$83.7K | 0.25% | 63 |
|
|
2022
Q2 | $1.19M | Buy |
8,203
+1,831
| +29% | +$265K | 0.26% | 66 |
|
|
2022
Q1 | $1.05M | Buy |
6,372
+1,955
| +44% | +$321K | 0.23% | 74 |
|
|
2021
Q4 | $560K | Buy |
+4,417
| New | +$560K | 0.17% | 100 |
|