WOC
West Oak Capital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2K | Buy |
21,806
+3,072
| +16% | +$4.4K | 1.22% | 23 |
|
|
2025
Q1 | $31.3K | Sell |
18,734
-190
| -1% | -$318 | 1.21% | 21 |
|
|
2024
Q4 | $27.4M | Buy |
18,924
+218
| +1% | +$316K | 0.97% | 22 |
|
|
2024
Q3 | $27.5K | Buy |
18,706
+895
| +5% | +$1.32K | 0.51% | 29 |
|
|
2024
Q2 | $2.79M | Sell |
17,811
-272
| -2% | -$42.5K | 1.12% | 23 |
|
|
2024
Q1 | $2.85M | Buy |
18,083
+140
| +0.8% | +$22.1K | 1.21% | 20 |
|
|
2023
Q4 | $2.64M | Sell |
17,943
-160
| -0.9% | -$23.6K | 1.24% | 20 |
|
|
2023
Q3 | $3.05M | Sell |
18,103
-63
| -0.3% | -$10.6K | 1.52% | 14 |
|
|
2023
Q2 | $2.86M | Sell |
18,166
-772
| -4% | -$121K | 1.39% | 18 |
|
|
2023
Q1 | $3.09M | Sell |
18,938
-1,285
| -6% | -$210K | 1.57% | 9 |
|
|
2022
Q4 | $3.63M | Sell |
20,223
-770
| -4% | -$138K | 1.9% | 5 |
|
|
2022
Q3 | $3.02M | Sell |
20,993
-1,139
| -5% | -$164K | 1.64% | 6 |
|
|
2022
Q2 | $3.2M | Sell |
22,132
-811
| -4% | -$117K | 1.68% | 8 |
|
|
2022
Q1 | $3.74M | Sell |
22,943
-65
| -0.3% | -$10.6K | 1.69% | 8 |
|
|
2021
Q4 | $2.7M | Sell |
23,008
-1,370
| -6% | -$161K | 0.99% | 29 |
|
|
2021
Q3 | $2.47M | Buy |
24,378
+600
| +3% | +$60.9K | 0.96% | 32 |
|
|
2021
Q2 | $2.49M | Buy |
23,778
+220
| +0.9% | +$23K | 0.98% | 33 |
|
|
2021
Q1 | $2.47M | Sell |
23,558
-50
| -0.2% | -$5.24K | 1.06% | 30 |
|
|
2020
Q4 | $1.99M | Sell |
23,608
-1,192
| -5% | -$101K | 0.93% | 42 |
|
|
2020
Q3 | $1.79M | Sell |
24,800
-1,642
| -6% | -$118K | 0.98% | 38 |
|
|
2020
Q2 | $2.36M | Sell |
26,442
-700
| -3% | -$62.5K | 1.34% | 19 |
|
|
2020
Q1 | $1.97M | Buy |
27,142
+7,302
| +37% | +$529K | 1.35% | 21 |
|
|
2019
Q4 | $2.39M | Sell |
19,840
-410
| -2% | -$49.4K | 1.35% | 17 |
|
|
2019
Q3 | $2.4M | Sell |
20,250
-805
| -4% | -$95.5K | 1.41% | 21 |
|
|
2019
Q2 | $2.62M | Buy |
21,055
+470
| +2% | +$58.5K | 1.57% | 15 |
|
|
2019
Q1 | $2.54M | Buy |
20,585
+75
| +0.4% | +$9.24K | 1.59% | 12 |
|
|
2018
Q4 | $2.23M | Buy |
20,510
+464
| +2% | +$50.5K | 1.58% | 11 |
|
|
2018
Q3 | $2.45M | Buy |
20,046
+142
| +0.7% | +$17.4K | 1.42% | 11 |
|
|
2018
Q2 | $2.52M | Sell |
19,904
-110
| -0.5% | -$13.9K | 1.53% | 8 |
|
|
2018
Q1 | $2.28M | Sell |
20,014
-485
| -2% | -$55.3K | 1.35% | 12 |
|
|
2017
Q4 | $2.57M | Sell |
20,499
-382
| -2% | -$47.8K | 1.58% | 7 |
|
|
2017
Q3 | $2.45M | Sell |
20,881
-180
| -0.9% | -$21.2K | 1.46% | 8 |
|
|
2017
Q2 | $2.2M | Buy |
21,061
+440
| +2% | +$45.9K | 1.33% | 11 |
|
|
2017
Q1 | $2.21M | Sell |
20,621
-880
| -4% | -$94.5K | 1.36% | 11 |
|
|
2016
Q4 | $2.53M | Sell |
21,501
-375
| -2% | -$44.1K | 1.7% | 4 |
|
|
2016
Q3 | $2.25M | Buy |
21,876
+456
| +2% | +$46.9K | 1.55% | 6 |
|
|
2016
Q2 | $2.25M | Buy |
21,420
+92
| +0.4% | +$9.64K | 1.62% | 7 |
|
|
2016
Q1 | $2.03M | Buy |
21,328
+1,765
| +9% | +$168K | 1.57% | 10 |
|
|
2015
Q4 | $1.76M | Sell |
19,563
-1,270
| -6% | -$114K | 1.37% | 21 |
|
|
2015
Q3 | $1.64M | Buy |
20,833
+1,135
| +6% | +$89.5K | 1.33% | 16 |
|
|
2015
Q2 | $1.9M | Sell |
19,698
-865
| -4% | -$83.4K | 1.41% | 13 |
|
|
2015
Q1 | $2.16M | Buy |
20,563
+1,455
| +8% | +$153K | 1.58% | 5 |
|
|
2014
Q4 | $2.14M | Buy |
19,108
+260
| +1% | +$29.2K | 1.56% | 7 |
|
|
2014
Q3 | $2.25M | Sell |
18,848
-20
| -0.1% | -$2.39K | 1.68% | 2 |
|
|
2014
Q2 | $2.46M | Sell |
18,868
-215
| -1% | -$28.1K | 1.79% | 2 |
|
|
2014
Q1 | $2.27M | Sell |
19,083
-475
| -2% | -$56.5K | 1.66% | 2 |
|
|
2013
Q4 | $2.44M | Hold |
19,558
| – | – | 1.8% | 2 |
|
|
2013
Q3 | $2.38M | Buy |
19,558
+640
| +3% | +$77.8K | 1.86% | 2 |
|
|
2013
Q2 | $2.24M | Buy |
+18,918
| New | +$2.24M | 1.87% | 2 |
|