Weik Capital 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 | $1.23M | Sell |
8,600
-5,305
| -38% | -$760K | 0.49% | 42 |
|
|
2025
Q1 | $2.33M | Buy |
13,905
+95
| +0.7% | +$15.9K | 0.95% | 28 |
|
|
2024
Q4 | $2M | Buy |
13,810
+160
| +1% | +$23.2K | 0.81% | 29 |
|
|
2024
Q3 | $2.01M | Sell |
13,650
-2,040
| -13% | -$300K | 0.81% | 29 |
|
|
2024
Q2 | $2.45M | Buy |
15,690
+650
| +4% | +$102K | 1.05% | 26 |
|
|
2024
Q1 | $2.37M | Buy |
15,040
+1,535
| +11% | +$242K | 1.01% | 26 |
|
|
2023
Q4 | $2.01M | Buy |
13,505
+1,408
| +12% | +$210K | 0.93% | 28 |
|
|
2023
Q3 | $2.04M | Sell |
12,097
-350
| -3% | -$59K | 1% | 26 |
|
|
2023
Q2 | $1.96M | Buy |
12,447
+10
| +0.1% | +$1.57K | 0.93% | 26 |
|
|
2023
Q1 | $2.03M | Buy |
12,437
+1,917
| +18% | +$313K | 0.93% | 27 |
|
|
2022
Q4 | $1.89M | Sell |
10,520
-60
| -0.6% | -$10.8K | 0.88% | 29 |
|
|
2022
Q3 | $1.52M | Buy |
10,580
+200
| +2% | +$28.7K | 0.76% | 38 |
|
|
2022
Q2 | $1.5M | Hold |
10,380
| – | – | 0.68% | 41 |
|
|
2022
Q1 | $1.69M | Sell |
10,380
-60
| -0.6% | -$9.77K | 0.67% | 39 |
|
|
2021
Q4 | $1.23M | Buy |
10,440
+30
| +0.3% | +$3.52K | 0.46% | 50 |
|
|
2021
Q3 | $1.06M | Buy |
10,410
+2,315
| +29% | +$235K | 0.44% | 51 |
|
|
2021
Q2 | $848K | Hold |
8,095
| – | – | 0.33% | 66 |
|
|
2021
Q1 | $848K | Hold |
8,095
| – | – | 0.36% | 63 |
|
|
2020
Q4 | $684K | Buy |
8,095
+2,340
| +41% | +$198K | 0.31% | 66 |
|
|
2020
Q3 | $414K | Buy |
5,755
+1,020
| +22% | +$73.4K | 0.2% | 81 |
|
|
2020
Q2 | $423K | Sell |
4,735
-775
| -14% | -$69.2K | 0.23% | 78 |
|
|
2020
Q1 | $399K | Buy |
+5,510
| New | +$399K | 0.23% | 81 |
|