Western Wealth 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 | $2.5M | Buy |
17,426
+442
| +3% | +$63.3K | 0.15% | 138 |
|
|
2025
Q1 | $2.84M | Sell |
16,984
-376
| -2% | -$62.9K | 0.19% | 108 |
|
|
2024
Q4 | $2.51M | Sell |
17,360
-12,070
| -41% | -$1.75M | 0.16% | 123 |
|
|
2024
Q3 | $4.33M | Buy |
29,430
+7,656
| +35% | +$1.13M | 0.25% | 84 |
|
|
2024
Q2 | $3.41M | Buy |
21,774
+766
| +4% | +$120K | 0.25% | 80 |
|
|
2024
Q1 | $3.31M | Sell |
21,008
-11,138
| -35% | -$1.76M | 0.26% | 77 |
|
|
2023
Q4 | $4.79M | Buy |
32,146
+690
| +2% | +$103K | 0.35% | 57 |
|
|
2023
Q3 | $5.3M | Buy |
31,456
+1,212
| +4% | +$204K | 0.45% | 42 |
|
|
2023
Q2 | $4.76M | Sell |
30,244
-497
| -2% | -$78.2K | 0.41% | 47 |
|
|
2023
Q1 | $5.02M | Sell |
30,741
-1,394
| -4% | -$227K | 0.47% | 41 |
|
|
2022
Q4 | $5.77M | Sell |
32,135
-19,775
| -38% | -$3.55M | 0.59% | 32 |
|
|
2022
Q3 | $7.73M | Buy |
51,910
+5,739
| +12% | +$855K | 0.44% | 41 |
|
|
2022
Q2 | $6.66M | Buy |
46,171
+1,120
| +2% | +$162K | 0.38% | 52 |
|
|
2022
Q1 | $7.34M | Buy |
45,051
+26,577
| +144% | +$4.33M | 0.36% | 58 |
|
|
2021
Q4 | $2.17M | Buy |
+18,474
| New | +$2.17M | 0.21% | 106 |
|
|
2021
Q2 | $2.93M | Buy |
27,929
+11,651
| +72% | +$1.22M | 0.3% | 72 |
|
|
2021
Q1 | $1.71M | Buy |
16,278
+1,012
| +7% | +$106K | 0.23% | 99 |
|
|
2020
Q4 | $1.29M | Sell |
15,266
-1,578
| -9% | -$133K | 0.19% | 128 |
|
|
2020
Q3 | $1.21M | Sell |
16,844
-252
| -1% | -$18.1K | 0.2% | 121 |
|
|
2020
Q2 | $1.52M | Buy |
17,096
+1,438
| +9% | +$128K | 0.28% | 88 |
|
|
2020
Q1 | $1.13M | Buy |
15,658
+2,393
| +18% | +$173K | 0.26% | 92 |
|
|
2019
Q4 | $1.6M | Sell |
13,265
-2,785
| -17% | -$336K | 0.24% | 95 |
|
|
2019
Q3 | $1.91M | Buy |
16,050
+610
| +4% | +$72.5K | 0.4% | 57 |
|
|
2019
Q2 | $1.92M | Sell |
15,440
-1,174
| -7% | -$146K | 0.25% | 84 |
|
|
2019
Q1 | $2.05M | Buy |
16,614
+339
| +2% | +$41.8K | 0.46% | 45 |
|
|
2018
Q4 | $1.77M | Buy |
+16,275
| New | +$1.77M | 0.48% | 43 |
|