Wendell David Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.13M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.18M | Hold |
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|
2022
Q3 | $941K | Buy |
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|
2022
Q2 | $934K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $677K | Hold |
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|
2021
Q2 | $699K | Sell |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $771K | Hold |
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|
2019
Q3 | $759K | Sell |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $799K | Buy |
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|
2018
Q4 | $658K | Sell |
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|
2018
Q3 | $848K | Buy |
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|
2018
Q2 | $872K | Buy |
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|
2018
Q1 | $641K | Buy |
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|
2017
Q4 | $696K | Hold |
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|
2017
Q3 | $653K | Buy |
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|
2017
Q2 | $565K | Sell |
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|
2017
Q1 | $665K | Hold |
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|
2016
Q4 | $729K | Sell |
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|
2016
Q3 | $643K | Buy |
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|
2016
Q2 | $606K | Sell |
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|
2016
Q1 | $693K | Sell |
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|
2015
Q4 | $681K | Buy |
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|
2015
Q3 | $515K | Sell |
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|
2015
Q2 | $750K | Sell |
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|
2015
Q1 | $837K | Sell |
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|
2014
Q4 | $902K | Buy |
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|
2014
Q3 | $896K | Buy |
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|
2014
Q2 | $984K | Sell |
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|
2014
Q1 | $910K | Sell |
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|
2013
Q4 | $1.05M | Sell |
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|
2013
Q3 | $1.04M | Buy |
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|
2013
Q2 | $964K | Buy |
|