Westend Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Sell |
551
-679
| -55% | -$97.2K | 0.02% | 68 |
|
|
2025
Q1 | $206K | Buy |
1,230
+607
| +97% | +$102K | 0.08% | 43 |
|
|
2024
Q4 | $90.2K | Hold |
623
| – | – | 0.03% | 60 |
|
|
2024
Q3 | $91.7K | Hold |
623
| – | – | 0.03% | 61 |
|
|
2024
Q2 | $97.5K | Sell |
623
-129
| -17% | -$20.2K | 0.03% | 53 |
|
|
2024
Q1 | $119K | Buy |
+752
| New | +$119K | 0.05% | 52 |
|
|
2014
Q1 | – | Sell |
-632
| Closed | -$79K | – | 58 |
|
|
2013
Q4 | $79K | Buy |
+632
| New | +$79K | 0.08% | 67 |
|
|
2013
Q2 | $75K | Buy |
+632
| New | +$75K | 0.08% | 65 |
|