West Coast Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,226
| Closed | -$205K | – | 34 |
|
|
2025
Q1 | $205K | Buy |
+1,226
| New | +$205K | 0.02% | 160 |
|
|
2024
Q3 | – | Sell |
-1,672
| Closed | -$262K | – | 175 |
|
|
2024
Q2 | $262K | Sell |
1,672
-757
| -31% | -$118K | 0.03% | 146 |
|
|
2024
Q1 | $383K | Sell |
2,429
-241
| -9% | -$38K | 0.05% | 110 |
|
|
2023
Q4 | $398K | Buy |
2,670
+153
| +6% | +$22.8K | 0.05% | 106 |
|
|
2023
Q3 | $424K | Sell |
2,517
-73
| -3% | -$12.3K | 0.06% | 97 |
|
|
2023
Q2 | $408K | Sell |
2,590
-90
| -3% | -$14.2K | 0.06% | 106 |
|
|
2023
Q1 | $437K | Sell |
2,680
-140
| -5% | -$22.8K | 0.07% | 95 |
|
|
2022
Q4 | $506K | Sell |
2,820
-227
| -7% | -$40.7K | 0.09% | 85 |
|
|
2022
Q3 | $438K | Sell |
3,047
-496
| -14% | -$71.3K | 0.08% | 86 |
|
|
2022
Q2 | $513K | Buy |
3,543
+8
| +0.2% | +$1.16K | 0.09% | 80 |
|
|
2022
Q1 | $576K | Buy |
3,535
+7
| +0.2% | +$1.14K | 0.09% | 79 |
|
|
2021
Q4 | $414K | Buy |
3,528
+35
| +1% | +$4.11K | 0.06% | 99 |
|
|
2021
Q3 | $354K | Sell |
3,493
-624
| -15% | -$63.2K | 0.06% | 102 |
|
|
2021
Q2 | $431K | Buy |
4,117
+1,069
| +35% | +$112K | 0.07% | 98 |
|
|
2021
Q1 | $319K | Buy |
3,048
+438
| +17% | +$45.8K | 0.06% | 101 |
|
|
2020
Q4 | $220K | Buy |
+2,610
| New | +$220K | 0.04% | 107 |
|
|
2020
Q3 | – | Sell |
-3,496
| Closed | -$312K | – | 105 |
|
|
2020
Q2 | $312K | Sell |
3,496
-412
| -11% | -$36.8K | 0.08% | 87 |
|
|
2020
Q1 | $283K | Sell |
3,908
-3,454
| -47% | -$250K | 0.08% | 84 |
|
|
2019
Q4 | $887K | Sell |
7,362
-114
| -2% | -$13.7K | 0.19% | 65 |
|
|
2019
Q3 | $887K | Buy |
7,476
+53
| +0.7% | +$6.29K | 0.2% | 68 |
|
|
2019
Q2 | $924K | Sell |
7,423
-934
| -11% | -$116K | 0.21% | 66 |
|
|
2019
Q1 | $1.03M | Sell |
8,357
-207
| -2% | -$25.5K | 0.24% | 67 |
|
|
2018
Q4 | $932K | Sell |
8,564
-1,739
| -17% | -$189K | 0.26% | 66 |
|
|
2018
Q3 | $1.26M | Buy |
10,303
+1,137
| +12% | +$139K | 0.29% | 66 |
|
|
2018
Q2 | $1.16M | Sell |
9,166
-644
| -7% | -$81.4K | 0.32% | 55 |
|
|
2018
Q1 | $1.12M | Buy |
9,810
+203
| +2% | +$23.2K | 0.32% | 54 |
|
|
2017
Q4 | $1.2M | Sell |
9,607
-1,321
| -12% | -$165K | 0.34% | 56 |
|
|
2017
Q3 | $1.28M | Buy |
10,928
+387
| +4% | +$45.5K | 0.35% | 61 |
|
|
2017
Q2 | $1.1M | Sell |
10,541
-2,016
| -16% | -$210K | 0.35% | 57 |
|
|
2017
Q1 | $1.35M | Sell |
12,557
-475
| -4% | -$51K | 0.43% | 56 |
|
|
2016
Q4 | $1.53M | Sell |
13,032
-1,025
| -7% | -$121K | 0.49% | 51 |
|
|
2016
Q3 | $1.45M | Buy |
14,057
+7,055
| +101% | +$726K | 0.46% | 58 |
|
|
2016
Q2 | $734K | Buy |
7,002
+1,508
| +27% | +$158K | 0.27% | 71 |
|
|
2016
Q1 | $524K | Sell |
5,494
-96
| -2% | -$9.16K | 0.22% | 63 |
|
|
2015
Q4 | $503K | Sell |
5,590
-19
| -0.3% | -$1.71K | 0.21% | 72 |
|
|
2015
Q3 | $442K | Sell |
5,609
-635
| -10% | -$50K | 0.2% | 69 |
|
|
2015
Q2 | $602K | Buy |
6,244
+174
| +3% | +$16.8K | 0.26% | 65 |
|
|
2015
Q1 | $637K | Sell |
6,070
-852
| -12% | -$89.4K | 0.3% | 63 |
|
|
2014
Q4 | $764K | Buy |
6,922
+794
| +13% | +$87.6K | 0.4% | 58 |
|
|
2014
Q3 | $731K | Sell |
6,128
-235
| -4% | -$28K | 0.41% | 57 |
|
|
2014
Q2 | $831K | Sell |
6,363
-93
| -1% | -$12.1K | 0.44% | 58 |
|
|
2014
Q1 | $768K | Buy |
6,456
+61
| +1% | +$7.26K | 0.39% | 62 |
|
|
2013
Q4 | $799K | Buy |
6,395
+4
| +0.1% | +$500 | 0.41% | 64 |
|
|
2013
Q3 | $776K | Buy |
6,391
+404
| +7% | +$49.1K | 0.43% | 65 |
|
|
2013
Q2 | $708K | Buy |
+5,987
| New | +$708K | 0.39% | 71 |
|