WESCAP Management Group’s Chevron CVX Stock Holding History

WESCAP Management Group’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Hold	2,503	–	–	0.08%	87
2025 Q1	$419K	Sell	2,503 -16	-0.6%	-$2.68K	0.1%	80
2024 Q4	$365K	Hold	2,519	–	–	0.09%	84
2024 Q3	$371K	Buy	2,519 +220	+10%	+$32.4K	0.09%	79
2024 Q2	$360K	Sell	2,299 -75	-3%	-$11.7K	0.1%	81
2024 Q1	$374K	Hold	2,374	–	–	0.11%	80
2023 Q4	$354K	Sell	2,374 -1,563	-40%	-$233K	0.11%	77
2023 Q3	$664K	Buy	3,937 +1,563	+66%	+$264K	0.24%	59
2023 Q2	$374K	Sell	2,374 -833	-26%	-$131K	0.13%	74
2023 Q1	$523K	Sell	3,207 -31	-1%	-$5.06K	0.18%	69
2022 Q4	$581K	Buy	3,238 +31	+1%	+$5.56K	0.2%	66
2022 Q3	$460K	Hold	3,207	–	–	0.18%	75
2022 Q2	$464K	Sell	3,207 -188	-6%	-$27.2K	0.16%	75
2022 Q1	$552K	Hold	3,395	–	–	0.16%	72
2021 Q4	$398K	Hold	3,395	–	–	0.11%	75
2021 Q3	$344K	Sell	3,395 -51	-1%	-$5.17K	0.1%	75
2021 Q2	$360K	Hold	3,446	–	–	0.1%	71
2021 Q1	$361K	Buy	3,446 +730	+27%	+$76.5K	0.1%	70
2020 Q4	$229K	Sell	2,716 -462	-15%	-$39K	0.07%	77
2020 Q3	$228K	Sell	3,178 -6,386	-67%	-$458K	0.08%	76
2020 Q2	$853K	Buy	9,564 +2,572	+37%	+$229K	0.3%	52
2020 Q1	$506K	Hold	6,992	–	–	0.21%	62
2019 Q4	$842K	Sell	6,992 -194	-3%	-$23.4K	0.33%	50
2019 Q3	$852K	Hold	7,186	–	–	0.35%	49
2019 Q2	$894K	Sell	7,186 -200	-3%	-$24.9K	0.37%	50
2019 Q1	$909K	Sell	7,386 -1,170	-14%	-$144K	0.39%	51
2018 Q4	$930K	Hold	8,556	–	–	0.44%	47
2018 Q3	$1.05M	Hold	8,556	–	–	0.53%	42
2018 Q2	$1.08M	Hold	8,556	–	–	0.52%	43
2018 Q1	$975K	Hold	8,556	–	–	0.39%	47
2017 Q4	$1.07M	Buy	8,556 +3,990	+87%	+$499K	0.42%	50
2017 Q3	$537K	Hold	4,566	–	–	0.24%	52
2017 Q2	$476K	Hold	4,566	–	–	0.22%	54
2017 Q1	$490K	Sell	4,566 -517	-10%	-$55.5K	0.24%	47
2016 Q4	$598K	Hold	5,083	–	–	0.31%	43
2016 Q3	$523K	Sell	5,083 -54	-1%	-$5.56K	0.27%	46
2016 Q2	$539K	Hold	5,137	–	–	0.27%	48
2016 Q1	$490K	Buy	5,137 +105	+2%	+$10K	0.25%	43
2015 Q4	$452K	Buy	+5,032	New	+$452K	0.24%	35