Westshore Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,604
| – | – | 0.09% | 83 |
|
|
2025
Q1 | $268K | Hold |
1,604
| – | – | 0.11% | 75 |
|
|
2024
Q4 | $232K | Hold |
1,604
| – | – | 0.09% | 82 |
|
|
2024
Q3 | $236K | Buy |
1,604
+1
| +0.1% | +$147 | 0.1% | 82 |
|
|
2024
Q2 | $251K | Hold |
1,603
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $253K | Buy |
1,603
+1
| +0.1% | +$158 | 0.11% | 79 |
|
|
2023
Q4 | $239K | Sell |
1,602
-31
| -2% | -$4.63K | 0.11% | 79 |
|
|
2023
Q3 | $275K | Buy |
1,633
+31
| +2% | +$5.23K | 0.15% | 56 |
|
|
2023
Q2 | $252K | Sell |
1,602
-13
| -0.8% | -$2.05K | 0.13% | 86 |
|
|
2023
Q1 | $264K | Buy |
1,615
+13
| +0.8% | +$2.12K | 0.14% | 85 |
|
|
2022
Q4 | $288K | Hold |
1,602
| – | – | 0.16% | 73 |
|
|
2022
Q3 | $230K | Hold |
1,602
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $232K | Hold |
1,602
| – | – | 0.15% | 79 |
|
|
2022
Q1 | $261K | Sell |
1,602
-5,053
| -76% | -$823K | 0.18% | 74 |
|
|
2021
Q4 | $781K | Sell |
6,655
-95
| -1% | -$11.1K | 0.54% | 24 |
|
|
2021
Q3 | $685K | Sell |
6,750
-8,829
| -57% | -$896K | 0.55% | 25 |
|
|
2021
Q2 | $1.63M | Buy |
15,579
+940
| +6% | +$98.5K | 0.84% | 22 |
|
|
2021
Q1 | $1.53M | Buy |
+14,639
| New | +$1.53M | 0.88% | 21 |
|
|
2019
Q4 | $228K | Buy |
+1,893
| New | +$228K | 0.25% | 66 |
|