WG
Welch Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1M | Buy |
419,880
+9,703
| +2% | +$1.39M | 2.51% | 15 |
|
|
2025
Q1 | $68.1M | Buy |
410,177
+15,885
| +4% | +$2.64M | 3% | 10 |
|
|
2024
Q4 | $56.4M | Buy |
394,292
+7,626
| +2% | +$1.09M | 2.54% | 18 |
|
|
2024
Q3 | $56.9M | Buy |
386,666
+10,660
| +3% | +$1.57M | 2.48% | 17 |
|
|
2024
Q2 | $58.8M | Buy |
376,006
+3,136
| +0.8% | +$491K | 2.83% | 11 |
|
|
2024
Q1 | $58.8M | Buy |
372,870
+18,014
| +5% | +$2.84M | 2.92% | 11 |
|
|
2023
Q4 | $52.9M | Buy |
354,856
+8,643
| +2% | +$1.29M | 2.85% | 12 |
|
|
2023
Q3 | $58.4M | Sell |
346,213
-676
| -0.2% | -$114K | 3.46% | 6 |
|
|
2023
Q2 | $54.6M | Buy |
346,889
+2,886
| +0.8% | +$454K | 3.13% | 5 |
|
|
2023
Q1 | $56.1M | Sell |
344,003
-12,966
| -4% | -$2.12M | 3.26% | 6 |
|
|
2022
Q4 | $64.1M | Sell |
356,969
-6,708
| -2% | -$1.2M | 3.67% | 2 |
|
|
2022
Q3 | $52.3M | Sell |
363,677
-1,586
| -0.4% | -$228K | 3.4% | 4 |
|
|
2022
Q2 | $52.9M | Sell |
365,263
-18,228
| -5% | -$2.64M | 3.23% | 4 |
|
|
2022
Q1 | $62.4M | Sell |
383,491
-5,490
| -1% | -$894K | 3.56% | 4 |
|
|
2021
Q4 | $45.6M | Buy |
388,981
+8,427
| +2% | +$989K | 2.67% | 14 |
|
|
2021
Q3 | $38.6M | Buy |
380,554
+9,494
| +3% | +$963K | 2.61% | 17 |
|
|
2021
Q2 | $38.9M | Buy |
371,060
+4,336
| +1% | +$454K | 2.65% | 15 |
|
|
2021
Q1 | $38.4M | Buy |
366,724
+97,744
| +36% | +$10.2M | 2.77% | 13 |
|
|
2020
Q4 | $22.7M | Sell |
268,980
-40,156
| -13% | -$3.39M | 1.82% | 30 |
|
|
2020
Q3 | $22.3M | Buy |
309,136
+12,742
| +4% | +$917K | 1.94% | 30 |
|
|
2020
Q2 | $26.4M | Buy |
296,394
+8,178
| +3% | +$730K | 2.47% | 25 |
|
|
2020
Q1 | $20.9M | Buy |
288,216
+38,884
| +16% | +$2.82M | 2.23% | 28 |
|
|
2019
Q4 | $30M | Buy |
249,332
+6,120
| +3% | +$738K | 2.96% | 19 |
|
|
2019
Q3 | $28.8M | Buy |
243,212
+5,148
| +2% | +$611K | 2.96% | 18 |
|
|
2019
Q2 | $29.6M | Buy |
238,064
+3,362
| +1% | +$418K | 3.16% | 12 |
|
|
2019
Q1 | $28.9M | Buy |
234,702
+4,449
| +2% | +$548K | 3.18% | 7 |
|
|
2018
Q4 | $25M | Buy |
230,253
+925
| +0.4% | +$101K | 3.07% | 14 |
|
|
2018
Q3 | $28K | Buy |
229,328
+4,602
| +2% | +$563 | 2.92% | 4 |
|
|
2018
Q2 | $28.4M | Sell |
224,726
-331
| -0.1% | -$41.8K | 3.54% | 2 |
|
|
2018
Q1 | $25.7M | Buy |
225,057
+46,145
| +26% | +$5.26M | 3.25% | 8 |
|
|
2017
Q4 | $22.4M | Buy |
178,912
+21,740
| +14% | +$2.72M | 3.47% | 3 |
|
|
2017
Q3 | $18.5M | Sell |
157,172
-1,004
| -0.6% | -$118K | 3.09% | 10 |
|
|
2017
Q2 | $16.5M | Buy |
158,176
+10,696
| +7% | +$1.12M | 2.75% | 24 |
|
|
2017
Q1 | $15.8M | Sell |
147,480
-688
| -0.5% | -$73.9K | 2.98% | 18 |
|
|
2016
Q4 | $17.4M | Sell |
148,168
-944
| -0.6% | -$111K | 3.41% | 1 |
|
|
2016
Q3 | $15.3M | Buy |
149,112
+5,846
| +4% | +$602K | 3.05% | 7 |
|
|
2016
Q2 | $15M | Sell |
143,266
-36,175
| -20% | -$3.79M | 3.06% | 16 |
|
|
2016
Q1 | $17.1M | Buy |
179,441
+20,691
| +13% | +$1.97M | 2.86% | 21 |
|
|
2015
Q4 | $14.3M | Buy |
158,750
+2,854
| +2% | +$257K | 2.56% | 25 |
|
|
2015
Q3 | $12.3M | Buy |
155,896
+8,711
| +6% | +$687K | 2.38% | 26 |
|
|
2015
Q2 | $14.2M | Buy |
147,185
+9,549
| +7% | +$921K | 2.69% | 27 |
|
|
2015
Q1 | $14.4K | Buy |
137,636
+11,724
| +9% | +$1.23K | 2.65% | 27 |
|
|
2014
Q4 | $14.1M | Buy |
125,912
+11,666
| +10% | +$1.31M | 2.72% | 23 |
|
|
2014
Q3 | $13.6M | Buy |
114,246
+2,586
| +2% | +$309K | 2.82% | 19 |
|
|
2014
Q2 | $14.6M | Buy |
111,660
+3,813
| +4% | +$498K | 3.02% | 8 |
|
|
2014
Q1 | $12.8M | Buy |
107,847
+5,264
| +5% | +$626K | 2.9% | 15 |
|
|
2013
Q4 | $12.8M | Buy |
102,583
+3,238
| +3% | +$404K | 2.91% | 10 |
|
|
2013
Q3 | $12.1M | Buy |
99,345
+3,456
| +4% | +$420K | 2.97% | 9 |
|
|
2013
Q2 | $11.3M | Buy |
+95,889
| New | +$11.3M | 2.95% | 10 |
|