WCM
Whitener Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
23,166
+134
| +0.6% | +$19.2K | 0.88% | 29 |
|
|
2025
Q1 | $3.85M | Buy |
23,032
+1,463
| +7% | +$245K | 1.09% | 22 |
|
|
2024
Q4 | $3.12M | Buy |
21,569
+2,513
| +13% | +$364K | 0.88% | 25 |
|
|
2024
Q3 | $2.81M | Buy |
19,056
+1,911
| +11% | +$281K | 0.8% | 31 |
|
|
2024
Q2 | $2.68M | Buy |
17,145
+2,710
| +19% | +$424K | 0.81% | 29 |
|
|
2024
Q1 | $2.28M | Buy |
14,435
+871
| +6% | +$137K | 0.75% | 31 |
|
|
2023
Q4 | $2.02M | Sell |
13,564
-225
| -2% | -$33.6K | 0.73% | 31 |
|
|
2023
Q3 | $2.33M | Buy |
13,789
+228
| +2% | +$38.4K | 0.93% | 27 |
|
|
2023
Q2 | $2.13M | Buy |
13,561
+46
| +0.3% | +$7.24K | 0.82% | 30 |
|
|
2023
Q1 | $2.21M | Buy |
13,515
+814
| +6% | +$133K | 0.92% | 30 |
|
|
2022
Q4 | $2.28M | Buy |
12,701
+4,479
| +54% | +$804K | 1% | 29 |
|
|
2022
Q3 | $1.18M | Buy |
8,222
+616
| +8% | +$88.5K | 0.56% | 48 |
|
|
2022
Q2 | $1.1M | Buy |
7,606
+2,255
| +42% | +$326K | 0.5% | 47 |
|
|
2022
Q1 | $871K | Buy |
5,351
+510
| +11% | +$83K | 0.33% | 66 |
|
|
2021
Q4 | $568K | Buy |
+4,841
| New | +$568K | 0.2% | 93 |
|
|
2021
Q3 | – | Sell |
-3,436
| Closed | -$359K | – | 128 |
|
|
2021
Q2 | $359K | Buy |
+3,436
| New | +$359K | 0.14% | 104 |
|
|
2020
Q3 | – | Sell |
-4,968
| Closed | -$443K | – | 125 |
|
|
2020
Q2 | $443K | Buy |
4,968
+200
| +4% | +$17.8K | 0.23% | 80 |
|
|
2020
Q1 | $345K | Sell |
4,768
-770
| -14% | -$55.7K | 0.22% | 79 |
|
|
2019
Q4 | $667K | Hold |
5,538
| – | – | 0.35% | 70 |
|
|
2019
Q3 | $656K | Buy |
5,538
+75
| +1% | +$8.88K | 0.36% | 69 |
|
|
2019
Q2 | $679K | Buy |
5,463
+3,800
| +229% | +$472K | 0.39% | 63 |
|
|
2019
Q1 | $204K | Sell |
1,663
-353
| -18% | -$43.3K | 0.13% | 115 |
|
|
2018
Q4 | $219K | Sell |
2,016
-163
| -7% | -$17.7K | 0.16% | 108 |
|
|
2018
Q3 | $266K | Sell |
2,179
-70
| -3% | -$8.55K | 0.17% | 104 |
|
|
2018
Q2 | $284K | Sell |
2,249
-120
| -5% | -$15.2K | 0.22% | 102 |
|
|
2018
Q1 | $270K | Sell |
2,369
-100
| -4% | -$11.4K | 0.21% | 101 |
|
|
2017
Q4 | $309K | Buy |
+2,469
| New | +$309K | 0.27% | 92 |
|