Wells Trecaso Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
7,492
-1,112
| -13% | -$159K | 0.33% | 47 |
|
|
2025
Q1 | $1.44M | Sell |
8,604
-23
| -0.3% | -$3.85K | 0.48% | 44 |
|
|
2024
Q4 | $1.25M | Buy |
8,627
+3
| +0% | +$434 | 0.41% | 45 |
|
|
2024
Q3 | $1.27M | Sell |
8,624
-81
| -0.9% | -$11.9K | 0.42% | 45 |
|
|
2024
Q2 | $1.36M | Sell |
8,705
-258
| -3% | -$40.4K | 0.47% | 42 |
|
|
2024
Q1 | $1.41M | Buy |
8,963
+118
| +1% | +$18.6K | 0.5% | 41 |
|
|
2023
Q4 | $1.32M | Buy |
8,845
+25
| +0.3% | +$3.73K | 0.53% | 37 |
|
|
2023
Q3 | $1.49M | Sell |
8,820
-34
| -0.4% | -$5.73K | 0.66% | 33 |
|
|
2023
Q2 | $1.39M | Sell |
8,854
-59
| -0.7% | -$9.28K | 0.6% | 35 |
|
|
2023
Q1 | $1.45M | Sell |
8,913
-94
| -1% | -$15.3K | 0.67% | 33 |
|
|
2022
Q4 | $1.62M | Buy |
9,007
+26
| +0.3% | +$4.67K | 0.81% | 31 |
|
|
2022
Q3 | $1.29M | Buy |
8,981
+36
| +0.4% | +$5.17K | 0.71% | 33 |
|
|
2022
Q2 | $1.3M | Buy |
8,945
+51
| +0.6% | +$7.38K | 0.67% | 34 |
|
|
2022
Q1 | $1.45M | Buy |
8,894
+201
| +2% | +$32.7K | 0.64% | 36 |
|
|
2021
Q4 | $1.02M | Buy |
8,693
+5,301
| +156% | +$622K | 0.44% | 41 |
|
|
2021
Q3 | $344K | Buy |
3,392
+152
| +5% | +$15.4K | 0.16% | 60 |
|
|
2021
Q2 | $339K | Buy |
3,240
+466
| +17% | +$48.8K | 0.16% | 61 |
|
|
2021
Q1 | $291K | Buy |
2,774
+126
| +5% | +$13.2K | 0.15% | 64 |
|
|
2020
Q4 | $224K | Buy |
+2,648
| New | +$224K | 0.12% | 67 |
|
|
2020
Q3 | – | Sell |
-2,197
| Closed | -$196K | – | 70 |
|
|
2020
Q2 | $196K | Buy |
+2,197
| New | +$196K | 0.14% | 66 |
|
|
2020
Q1 | – | Sell |
-2,078
| Closed | -$250K | – | 64 |
|
|
2019
Q4 | $250K | Sell |
2,078
-3
| -0.1% | -$361 | 0.18% | 63 |
|
|
2019
Q3 | $246K | Buy |
2,081
+116
| +6% | +$13.7K | 0.2% | 61 |
|
|
2019
Q2 | $244K | Sell |
1,965
-34
| -2% | -$4.22K | 0.2% | 60 |
|
|
2019
Q1 | $246K | Buy |
+1,999
| New | +$246K | 0.21% | 63 |
|
|
2018
Q4 | – | Sell |
-1,872
| Closed | -$216K | – | 67 |
|
|
2018
Q3 | $216K | Sell |
1,872
-45
| -2% | -$5.19K | 0.18% | 69 |
|
|
2018
Q2 | $242K | Buy |
+1,917
| New | +$242K | 0.23% | 62 |
|
|
2018
Q1 | – | Sell |
-1,974
| Closed | -$247K | – | 66 |
|
|
2017
Q4 | $247K | Buy |
+1,974
| New | +$247K | 0.24% | 55 |
|