WBC
West Branch Capital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
14,195
+1,542
| +12% | +$221K | 0.6% | 33 |
|
|
2025
Q1 | $2.12M | Buy |
12,653
+2,964
| +31% | +$496K | 0.71% | 34 |
|
|
2024
Q4 | $1.4M | Buy |
9,689
+1,511
| +18% | +$219K | 0.45% | 40 |
|
|
2024
Q3 | $1.2M | Buy |
8,178
+827
| +11% | +$122K | 0.42% | 37 |
|
|
2024
Q2 | $1.15M | Buy |
7,351
+609
| +9% | +$95.3K | 0.43% | 37 |
|
|
2024
Q1 | $1.06M | Buy |
6,742
+1,496
| +29% | +$236K | 0.43% | 39 |
|
|
2023
Q4 | $783K | Buy |
5,246
+497
| +10% | +$74.1K | 0.37% | 44 |
|
|
2023
Q3 | $801K | Buy |
4,749
+10
| +0.2% | +$1.69K | 0.42% | 42 |
|
|
2023
Q2 | $746K | Buy |
4,739
+224
| +5% | +$35.2K | 0.37% | 44 |
|
|
2023
Q1 | $737K | Sell |
4,515
-44
| -1% | -$7.18K | 0.41% | 43 |
|
|
2022
Q4 | $818K | Buy |
4,559
+4
| +0.1% | +$718 | 0.51% | 41 |
|
|
2022
Q3 | $654K | Buy |
4,555
+131
| +3% | +$18.8K | 0.41% | 51 |
|
|
2022
Q2 | $640K | Buy |
4,424
+207
| +5% | +$29.9K | 0.37% | 50 |
|
|
2022
Q1 | $687K | Buy |
4,217
+120
| +3% | +$19.5K | 0.33% | 51 |
|
|
2021
Q4 | $481K | Buy |
4,097
+567
| +16% | +$66.6K | 0.2% | 58 |
|
|
2021
Q3 | $358K | Sell |
3,530
-217
| -6% | -$22K | 0.17% | 65 |
|
|
2021
Q2 | $392K | Buy |
3,747
+1,266
| +51% | +$132K | 0.19% | 63 |
|
|
2021
Q1 | $260K | Buy |
+2,481
| New | +$260K | 0.15% | 77 |
|
|
2020
Q4 | – | Sell |
-5,684
| Closed | -$409K | – | 89 |
|
|
2020
Q3 | $409K | Sell |
5,684
-3,722
| -40% | -$268K | 0.26% | 57 |
|
|
2020
Q2 | $839K | Buy |
9,406
+3,653
| +63% | +$326K | 0.59% | 44 |
|
|
2020
Q1 | $417K | Sell |
5,753
-206
| -3% | -$14.9K | 0.4% | 52 |
|
|
2019
Q4 | $718K | Buy |
5,959
+3,569
| +149% | +$430K | 0.5% | 53 |
|
|
2019
Q3 | $283K | Buy |
+2,390
| New | +$283K | 0.21% | 70 |
|