Willner & Heller’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,272
+105
| +5% | +$15K | 0.27% | 108 |
|
|
2025
Q1 | $363K | Buy |
2,167
+120
| +6% | +$20.1K | 0.34% | 103 |
|
|
2024
Q4 | $297K | Buy |
2,047
+15
| +0.7% | +$2.17K | 0.26% | 116 |
|
|
2024
Q3 | $299K | Sell |
2,032
-15
| -0.7% | -$2.21K | 0.27% | 117 |
|
|
2024
Q2 | $320K | Sell |
2,047
-29
| -1% | -$4.54K | 0.31% | 107 |
|
|
2024
Q1 | $327K | Buy |
2,076
+106
| +5% | +$16.7K | 0.33% | 105 |
|
|
2023
Q4 | $294K | Buy |
+1,970
| New | +$294K | 0.33% | 105 |
|
|
2022
Q4 | $329K | Sell |
1,833
-29
| -2% | -$5.21K | 0.47% | 80 |
|
|
2022
Q3 | $267K | Sell |
1,862
-132
| -7% | -$18.9K | 0.43% | 89 |
|
|
2022
Q2 | $289K | Buy |
1,994
+13
| +0.7% | +$1.88K | 0.45% | 78 |
|
|
2022
Q1 | $232K | Sell |
1,981
-15
| -0.8% | -$1.76K | 0.29% | 123 |
|
|
2021
Q4 | $203K | Buy |
+1,996
| New | +$203K | 0.27% | 140 |
|