Western Financial Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
2,458
+10
| +0.4% | +$1.43K | 0.19% | 99 |
|
|
2025
Q1 | $410K | Buy |
2,448
+9
| +0.4% | +$1.51K | 0.24% | 90 |
|
|
2024
Q4 | $353K | Buy |
2,439
+9
| +0.4% | +$1.3K | 0.19% | 110 |
|
|
2024
Q3 | $358K | Buy |
2,430
+10
| +0.4% | +$1.47K | 0.2% | 103 |
|
|
2024
Q2 | $379K | Buy |
2,420
+9
| +0.4% | +$1.41K | 0.23% | 85 |
|
|
2024
Q1 | $380K | Sell |
2,411
-58
| -2% | -$9.15K | 0.23% | 84 |
|
|
2023
Q4 | $368K | Buy |
2,469
+21
| +0.9% | +$3.13K | 0.25% | 96 |
|
|
2023
Q3 | $413K | Sell |
2,448
-22
| -0.9% | -$3.71K | 0.3% | 89 |
|
|
2023
Q2 | $389K | Sell |
2,470
-488
| -16% | -$76.8K | 0.26% | 92 |
|
|
2023
Q1 | $483K | Sell |
2,958
-1,368
| -32% | -$223K | 0.34% | 89 |
|
|
2022
Q4 | $777K | Buy |
4,326
+669
| +18% | +$120K | 0.5% | 45 |
|
|
2022
Q3 | $525K | Buy |
3,657
+433
| +13% | +$62.2K | 0.37% | 71 |
|
|
2022
Q2 | $467K | Buy |
3,224
+794
| +33% | +$115K | 0.33% | 66 |
|
|
2022
Q1 | $396K | Buy |
2,430
+78
| +3% | +$12.7K | 0.23% | 78 |
|
|
2021
Q4 | $276K | Buy |
2,352
+8
| +0.3% | +$939 | 0.14% | 81 |
|
|
2021
Q3 | $238K | Buy |
2,344
+11
| +0.5% | +$1.12K | 0.14% | 81 |
|
|
2021
Q2 | $244K | Buy |
2,333
+9
| +0.4% | +$941 | 0.13% | 80 |
|
|
2021
Q1 | $244K | Buy |
+2,324
| New | +$244K | 0.15% | 75 |
|