WGAM
Wilkinson Global Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
3,545
-2,193
| -38% | -$314K | 0.03% | 48 |
|
|
2025
Q1 | $960K | Sell |
5,738
-855
| -13% | -$143K | 0.06% | 43 |
|
|
2024
Q4 | $955K | Sell |
6,593
-10,190
| -61% | -$1.48M | 0.06% | 46 |
|
|
2024
Q3 | $2.47M | Sell |
16,783
-924
| -5% | -$136K | 0.15% | 38 |
|
|
2024
Q2 | $2.77M | Sell |
17,707
-150
| -0.8% | -$23.5K | 0.17% | 34 |
|
|
2024
Q1 | $2.82M | Buy |
17,857
+725
| +4% | +$114K | 0.18% | 32 |
|
|
2023
Q4 | $2.56M | Hold |
17,132
| – | – | 0.18% | 33 |
|
|
2023
Q3 | $2.89M | Hold |
17,132
| – | – | 0.22% | 31 |
|
|
2023
Q2 | $2.7M | Hold |
17,132
| – | – | 0.21% | 29 |
|
|
2023
Q1 | $2.8M | Hold |
17,132
| – | – | 0.22% | 30 |
|
|
2022
Q4 | $3.08M | Hold |
17,132
| – | – | 0.26% | 29 |
|
|
2022
Q3 | $2.46M | Buy |
17,132
+3,125
| +22% | +$449K | 0.22% | 30 |
|
|
2022
Q2 | $2.03M | Buy |
14,007
+3,652
| +35% | +$529K | 0.17% | 36 |
|
|
2022
Q1 | $1.69M | Sell |
10,355
-30
| -0.3% | -$4.89K | 0.11% | 45 |
|
|
2021
Q4 | $1.22M | Hold |
10,385
| – | – | 0.07% | 52 |
|
|
2021
Q3 | $1.05M | Sell |
10,385
-105
| -1% | -$10.7K | 0.06% | 52 |
|
|
2021
Q2 | $1.1M | Hold |
10,490
| – | – | 0.06% | 55 |
|
|
2021
Q1 | $1.1M | Buy |
+10,490
| New | +$1.1M | 0.07% | 54 |
|