Westside Investment 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 | $450K | Hold |
3,141
| – | – | 0.08% | 170 |
|
|
2025
Q1 | $526K | Buy |
3,141
+50
| +2% | +$8.37K | 0.11% | 149 |
|
|
2024
Q4 | $448K | Sell |
3,091
-314
| -9% | -$45.5K | 0.09% | 154 |
|
|
2024
Q3 | $503K | Buy |
3,405
+281
| +9% | +$41.5K | 0.11% | 148 |
|
|
2024
Q2 | $489K | Hold |
3,124
| – | – | 0.11% | 148 |
|
|
2024
Q1 | $493K | Buy |
3,124
+655
| +27% | +$103K | 0.12% | 146 |
|
|
2023
Q4 | $368K | Hold |
2,469
| – | – | 0.09% | 160 |
|
|
2023
Q3 | $416K | Hold |
2,469
| – | – | 0.12% | 150 |
|
|
2023
Q2 | $388K | Hold |
2,469
| – | – | 0.11% | 157 |
|
|
2023
Q1 | $403K | Hold |
2,469
| – | – | 0.12% | 146 |
|
|
2022
Q4 | $17.8K | Buy |
2,469
+523
| +27% | +$3.78K | 0.04% | 175 |
|
|
2022
Q3 | $14.6K | Buy |
1,946
+335
| +21% | +$2.52K | 0.04% | 186 |
|
|
2022
Q2 | $16.6K | Hold |
1,611
| – | – | 0.04% | 175 |
|
|
2022
Q1 | $16.7K | Hold |
1,611
| – | – | 0.04% | 174 |
|
|
2021
Q4 | $10.6K | Hold |
1,611
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $10.6K | Hold |
1,611
| – | – | 0.02% | 182 |
|
|
2021
Q2 | $10.6K | Sell |
1,611
-226
| -12% | -$1.49K | 0.02% | 180 |
|
|
2021
Q1 | $10.7K | Sell |
1,837
-350
| -16% | -$2.03K | 0.03% | 170 |
|
|
2020
Q4 | $184 | Hold |
2,187
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $157 | Buy |
2,187
+387
| +22% | +$28 | ﹤0.01% | 270 |
|
|
2020
Q2 | $160 | Hold |
1,800
| – | – | ﹤0.01% | 247 |
|
|
2020
Q1 | $130 | Buy |
+1,800
| New | +$130 | ﹤0.01% | 263 |
|
|
2019
Q2 | $392 | Buy |
+3,158
| New | +$392 | ﹤0.01% | 154 |
|
|
2018
Q4 | $380K | Sell |
3,487
-186
| -5% | -$20.3K | 0.14% | 108 |
|
|
2018
Q3 | $456K | Hold |
3,673
| – | – | 0.15% | 91 |
|
|
2018
Q2 | $456K | Buy |
3,673
+100
| +3% | +$12.4K | 0.16% | 87 |
|
|
2018
Q1 | $401K | Sell |
3,573
-80
| -2% | -$8.98K | 0.22% | 101 |
|
|
2017
Q4 | $470K | Sell |
3,653
-587
| -14% | -$75.4K | 0.25% | 86 |
|
|
2017
Q3 | $499K | Buy |
4,240
+67
| +2% | +$7.89K | 0.3% | 76 |
|
|
2017
Q2 | $430K | Sell |
4,173
-100
| -2% | -$10.3K | 0.28% | 84 |
|
|
2017
Q1 | $464K | Buy |
4,273
+1,520
| +55% | +$165K | 0.22% | 78 |
|
|
2016
Q4 | $319K | Buy |
+2,753
| New | +$319K | 0.22% | 70 |
|