Weil Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
2,024
-261
| -11% | -$37.4K | 0.08% | 97 |
|
|
2025
Q1 | $382K | Buy |
2,285
+1
| +0% | +$167 | 0.11% | 80 |
|
|
2024
Q4 | $331K | Buy |
2,284
+2
| +0.1% | +$290 | 0.11% | 90 |
|
|
2024
Q3 | $336K | Buy |
2,282
+1
| +0% | +$147 | 0.11% | 120 |
|
|
2024
Q2 | $357K | Buy |
2,281
+118
| +5% | +$18.5K | 0.13% | 113 |
|
|
2024
Q1 | $341K | Buy |
2,163
+1
| +0% | +$158 | 0.14% | 113 |
|
|
2023
Q4 | $322K | Buy |
2,162
+101
| +5% | +$15.1K | 0.14% | 105 |
|
|
2023
Q3 | $347K | Buy |
2,061
+1
| +0% | +$169 | 0.17% | 100 |
|
|
2023
Q2 | $324K | Buy |
+2,060
| New | +$324K | 0.14% | 114 |
|
|
2019
Q4 | – | Sell |
-849
| Closed | -$101K | – | 163 |
|
|
2019
Q3 | $101K | Sell |
849
-1,820
| -68% | -$217K | 0.08% | 137 |
|
|
2019
Q2 | $332K | Hold |
2,669
| – | – | 0.27% | 73 |
|
|
2019
Q1 | $329K | Hold |
2,669
| – | – | 0.28% | 72 |
|
|
2018
Q4 | $290K | Hold |
2,669
| – | – | 0.26% | 73 |
|
|
2018
Q3 | $326K | Sell |
2,669
-225
| -8% | -$27.5K | 0.27% | 71 |
|
|
2018
Q2 | $366K | Buy |
2,894
+225
| +8% | +$28.5K | 0.31% | 62 |
|
|
2018
Q1 | $304K | Buy |
+2,669
| New | +$304K | 0.28% | 71 |
|