Westfield Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45,387
| Closed | -$7.16M | – | 254 |
|
|
2024
Q1 | $7.16M | Buy |
45,387
+9,888
| +28% | +$1.56M | 0.04% | 206 |
|
|
2023
Q4 | $5.3M | Sell |
35,499
-61
| -0.2% | -$9.1K | 0.03% | 208 |
|
|
2023
Q3 | $6M | Buy |
35,560
+11,768
| +49% | +$1.98M | 0.04% | 193 |
|
|
2023
Q2 | $3.74M | Buy |
23,792
+1,715
| +8% | +$270K | 0.02% | 204 |
|
|
2023
Q1 | $3.6M | Buy |
+22,077
| New | +$3.6M | 0.03% | 204 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$224K | – | 310 |
|
|
2014
Q4 | $224K | Hold |
2,000
| – | – | ﹤0.01% | 309 |
|
|
2014
Q3 | $239K | Hold |
2,000
| – | – | ﹤0.01% | 295 |
|
|
2014
Q2 | $261K | Hold |
2,000
| – | – | ﹤0.01% | 307 |
|
|
2014
Q1 | $238K | Hold |
2,000
| – | – | ﹤0.01% | 321 |
|
|
2013
Q4 | $250K | Hold |
2,000
| – | – | ﹤0.01% | 321 |
|
|
2013
Q3 | $243K | Hold |
2,000
| – | – | ﹤0.01% | 336 |
|
|
2013
Q2 | $237K | Buy |
+2,000
| New | +$237K | ﹤0.01% | 341 |
|