Widmann Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
12,264
+3
| +0% | +$430 | 1.22% | 24 |
|
|
2025
Q1 | $2.05M | Buy |
12,261
+189
| +2% | +$31.6K | 1.59% | 17 |
|
|
2024
Q4 | $1.75M | Buy |
12,072
+236
| +2% | +$34.2K | 1.35% | 20 |
|
|
2024
Q3 | $1.74M | Buy |
11,836
+6
| +0.1% | +$884 | 1.32% | 21 |
|
|
2024
Q2 | $1.85M | Buy |
11,830
+183
| +2% | +$28.6K | 1.51% | 16 |
|
|
2024
Q1 | $1.84M | Buy |
11,647
+25
| +0.2% | +$3.94K | 1.54% | 18 |
|
|
2023
Q4 | $1.73M | Buy |
11,622
+126
| +1% | +$18.8K | 1.56% | 19 |
|
|
2023
Q3 | $1.94M | Buy |
11,496
+475
| +4% | +$80.1K | 1.93% | 15 |
|
|
2023
Q2 | $1.73M | Buy |
11,021
+391
| +4% | +$61.5K | 1.66% | 18 |
|
|
2023
Q1 | $1.73M | Buy |
10,630
+31
| +0.3% | +$5.06K | 1.75% | 16 |
|
|
2022
Q4 | $1.9M | Sell |
10,599
-4,684
| -31% | -$841K | 1.99% | 16 |
|
|
2022
Q3 | $2.2M | Sell |
15,283
-5
| -0% | -$718 | 2.43% | 12 |
|
|
2022
Q2 | $2.21M | Sell |
15,288
-5
| -0% | -$724 | 2.29% | 13 |
|
|
2022
Q1 | $2.49M | Sell |
15,293
-122
| -0.8% | -$19.9K | 2.21% | 12 |
|
|
2021
Q4 | $1.81M | Buy |
+15,415
| New | +$1.81M | 1.49% | 18 |
|