Whelan Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
3,184
-27
| -0.8% | -$3.87K | 0.16% | 46 |
|
|
2025
Q1 | $537K | Buy |
3,211
+94
| +3% | +$15.7K | 0.21% | 31 |
|
|
2024
Q4 | $452K | Buy |
3,117
+83
| +3% | +$12K | 0.18% | 32 |
|
|
2024
Q3 | $447K | Sell |
3,034
-204
| -6% | -$30K | 0.18% | 31 |
|
|
2024
Q2 | $506K | Buy |
3,238
+164
| +5% | +$25.7K | 0.23% | 25 |
|
|
2024
Q1 | $485K | Sell |
3,074
-885
| -22% | -$140K | 0.22% | 26 |
|
|
2023
Q4 | $590K | Buy |
3,959
+148
| +4% | +$22.1K | 0.28% | 20 |
|
|
2023
Q3 | $643K | Buy |
3,811
+2,052
| +117% | +$346K | 0.34% | 18 |
|
|
2023
Q2 | $277K | Buy |
1,759
+2
| +0.1% | +$315 | 0.14% | 26 |
|
|
2023
Q1 | $287K | Buy |
1,757
+100
| +6% | +$16.3K | 0.16% | 26 |
|
|
2022
Q4 | $297K | Buy |
1,657
+1
| +0.1% | +$179 | 0.18% | 23 |
|
|
2022
Q3 | $238K | Buy |
+1,656
| New | +$238K | 0.16% | 23 |
|