Westover Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
20,344
+14,252
| +234% | +$2.04M | 0.58% | 46 |
|
|
2025
Q1 | $1.02M | Buy |
6,092
+33
| +0.5% | +$5.52K | 0.23% | 94 |
|
|
2024
Q4 | $878K | Hold |
6,059
| – | – | 0.19% | 102 |
|
|
2024
Q3 | $892K | Buy |
6,059
+420
| +7% | +$61.9K | 0.17% | 102 |
|
|
2024
Q2 | $882K | Hold |
5,639
| – | – | 0.23% | 92 |
|
|
2024
Q1 | $889K | Sell |
5,639
-481
| -8% | -$75.9K | 0.26% | 86 |
|
|
2023
Q4 | $913K | Buy |
6,120
+193
| +3% | +$28.8K | 0.3% | 80 |
|
|
2023
Q3 | $999K | Hold |
5,927
| – | – | 0.36% | 69 |
|
|
2023
Q2 | $933K | Sell |
5,927
-162
| -3% | -$25.5K | 0.32% | 75 |
|
|
2023
Q1 | $993K | Hold |
6,089
| – | – | 0.37% | 70 |
|
|
2022
Q4 | $1.09M | Buy |
6,089
+266
| +5% | +$47.7K | 0.43% | 65 |
|
|
2022
Q3 | $837K | Sell |
5,823
-160
| -3% | -$23K | 0.32% | 74 |
|
|
2022
Q2 | $866K | Hold |
5,983
| – | – | 0.32% | 71 |
|
|
2022
Q1 | $974K | Sell |
5,983
-10
| -0.2% | -$1.63K | 0.3% | 75 |
|
|
2021
Q4 | $703K | Buy |
5,993
+2,202
| +58% | +$258K | 0.2% | 91 |
|
|
2021
Q3 | $385K | Buy |
3,791
+238
| +7% | +$24.2K | 0.12% | 118 |
|
|
2021
Q2 | $372K | Buy |
3,553
+32
| +0.9% | +$3.35K | 0.12% | 123 |
|
|
2021
Q1 | $369K | Sell |
3,521
-130
| -4% | -$13.6K | 0.13% | 116 |
|
|
2020
Q4 | $308K | Sell |
3,651
-497
| -12% | -$41.9K | 0.11% | 115 |
|
|
2020
Q3 | $299K | Buy |
+4,148
| New | +$299K | 0.12% | 105 |
|
|
2020
Q2 | – | Sell |
-25,897
| Closed | -$1.88M | – | 114 |
|
|
2020
Q1 | $1.88M | Buy |
25,897
+2,212
| +9% | +$160K | 1.02% | 37 |
|
|
2019
Q4 | $2.85M | Sell |
23,685
-6
| -0% | -$723 | 1.28% | 24 |
|
|
2019
Q3 | $2.81M | Buy |
23,691
+21,125
| +823% | +$2.51M | 1.33% | 27 |
|
|
2019
Q2 | $319K | Buy |
2,566
+66
| +3% | +$8.21K | 0.16% | 98 |
|
|
2019
Q1 | $308K | Buy |
+2,500
| New | +$308K | 0.16% | 95 |
|