Well Done LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
2,205
+589
| +36% | +$84.3K | 0.06% | 135 |
|
|
2025
Q1 | $234K | Sell |
1,616
-74
| -4% | -$10.7K | 0.04% | 159 |
|
|
2024
Q4 | $249K | Hold |
1,690
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $249K | Sell |
1,690
-2,843
| -63% | -$419K | 0.05% | 153 |
|
|
2024
Q2 | $709K | Buy |
4,533
+102
| +2% | +$16K | 0.15% | 89 |
|
|
2024
Q1 | $699K | Buy |
4,431
+383
| +9% | +$60.4K | 0.14% | 89 |
|
|
2023
Q4 | $604K | Buy |
4,048
+1,665
| +70% | +$248K | 0.12% | 95 |
|
|
2023
Q3 | $402K | Sell |
2,383
-6
| -0.3% | -$1.01K | 0.09% | 110 |
|
|
2023
Q2 | $376K | Sell |
2,389
-588
| -20% | -$92.5K | 0.08% | 116 |
|
|
2023
Q1 | $486K | Sell |
2,977
-175
| -6% | -$28.6K | 0.11% | 96 |
|
|
2022
Q4 | $566K | Sell |
3,152
-441
| -12% | -$79.1K | 0.12% | 97 |
|
|
2022
Q3 | $516K | Sell |
3,593
-173
| -5% | -$24.8K | 0.13% | 87 |
|
|
2022
Q2 | $545K | Buy |
3,766
+20
| +0.5% | +$2.89K | 0.12% | 94 |
|
|
2022
Q1 | $610K | Sell |
3,746
-1,745
| -32% | -$284K | 0.12% | 98 |
|
|
2021
Q4 | $644K | Sell |
5,491
-50
| -0.9% | -$5.86K | 0.13% | 91 |
|
|
2021
Q3 | $562K | Buy |
5,541
+50
| +0.9% | +$5.07K | 0.13% | 100 |
|
|
2021
Q2 | $575K | Buy |
5,491
+67
| +1% | +$7.02K | 0.13% | 96 |
|
|
2021
Q1 | $568K | Buy |
5,424
+437
| +9% | +$45.8K | 0.13% | 93 |
|
|
2020
Q4 | $421K | Buy |
4,987
+1,587
| +47% | +$134K | 0.1% | 98 |
|
|
2020
Q3 | $245K | Sell |
3,400
-123
| -3% | -$8.86K | 0.07% | 123 |
|
|
2020
Q2 | $314K | Hold |
3,523
| – | – | 0.09% | 110 |
|
|
2020
Q1 | $255K | Buy |
3,523
+1,480
| +72% | +$107K | 0.08% | 115 |
|
|
2019
Q4 | $246K | Sell |
2,043
-191
| -9% | -$23K | 0.06% | 129 |
|
|
2019
Q3 | $265K | Hold |
2,234
| – | – | 0.07% | 126 |
|
|
2019
Q2 | $278K | Buy |
2,234
+31
| +1% | +$3.86K | 0.06% | 118 |
|
|
2019
Q1 | $271K | Buy |
2,203
+24
| +1% | +$2.95K | 0.07% | 120 |
|
|
2018
Q4 | $237K | Buy |
2,179
+359
| +20% | +$39K | 0.07% | 123 |
|
|
2018
Q3 | $223K | Sell |
1,820
-70
| -4% | -$8.58K | 0.06% | 123 |
|
|
2018
Q2 | $238K | Buy |
1,890
+175
| +10% | +$22K | 0.07% | 115 |
|
|
2018
Q1 | $196K | Hold |
1,715
| – | – | 0.06% | 107 |
|
|
2017
Q4 | $215K | Sell |
1,715
-670
| -28% | -$84K | 0.07% | 111 |
|
|
2017
Q3 | $280K | Buy |
+2,385
| New | +$280K | 0.09% | 113 |
|
|
2017
Q1 | – | Sell |
-2,004
| Closed | -$236K | – | 103 |
|
|
2016
Q4 | $236K | Buy |
2,004
+16
| +0.8% | +$1.88K | 0.09% | 83 |
|
|
2016
Q3 | $205 | Hold |
1,988
| – | – | 0.07% | 83 |
|
|
2016
Q2 | $208K | Buy |
+1,988
| New | +$208K | 0.08% | 80 |
|