WFG
Wills Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
39,431
-846
| -2% | -$121K | 2.45% | 16 |
|
|
2025
Q1 | $6.74M | Buy |
40,277
+406
| +1% | +$67.9K | 2.99% | 12 |
|
|
2024
Q4 | $5.77M | Buy |
39,871
+1,867
| +5% | +$270K | 2.49% | 12 |
|
|
2024
Q3 | $5.6M | Buy |
38,004
+1,817
| +5% | +$268K | 2.35% | 15 |
|
|
2024
Q2 | $5.66M | Buy |
36,187
+299
| +0.8% | +$46.8K | 2.61% | 12 |
|
|
2024
Q1 | $5.66M | Buy |
35,888
+2,125
| +6% | +$335K | 2.67% | 13 |
|
|
2023
Q4 | $5.04M | Buy |
33,763
+4,023
| +14% | +$600K | 2.54% | 13 |
|
|
2023
Q3 | $5.01M | Buy |
29,740
+634
| +2% | +$107K | 2.71% | 12 |
|
|
2023
Q2 | $4.58M | Buy |
29,106
+1,151
| +4% | +$181K | 2.32% | 14 |
|
|
2023
Q1 | $4.56M | Buy |
27,955
+1,150
| +4% | +$188K | 2.46% | 14 |
|
|
2022
Q4 | $4.81M | Buy |
26,805
+150
| +0.6% | +$26.9K | 2.68% | 13 |
|
|
2022
Q3 | $3.83M | Buy |
26,655
+2,084
| +8% | +$299K | 2.13% | 20 |
|
|
2022
Q2 | $3.56M | Buy |
24,571
+1,248
| +5% | +$181K | 1.75% | 23 |
|
|
2022
Q1 | $3.8M | Buy |
23,323
+362
| +2% | +$58.9K | 1.6% | 26 |
|
|
2021
Q4 | $2.69M | Buy |
22,961
+1,959
| +9% | +$230K | 1.07% | 31 |
|
|
2021
Q3 | $2.13M | Buy |
21,002
+5,533
| +36% | +$561K | 0.96% | 33 |
|
|
2021
Q2 | $1.62M | Buy |
15,469
+1,087
| +8% | +$114K | 0.7% | 37 |
|
|
2021
Q1 | $1.51M | Sell |
14,382
-62
| -0.4% | -$6.5K | 0.73% | 37 |
|
|
2020
Q4 | $1.22M | Sell |
14,444
-1,983
| -12% | -$167K | 0.61% | 39 |
|
|
2020
Q3 | $1.18M | Sell |
16,427
-1,065
| -6% | -$76.7K | 0.69% | 35 |
|
|
2020
Q2 | $1.56M | Sell |
17,492
-717
| -4% | -$64K | 0.97% | 30 |
|
|
2020
Q1 | $1.32M | Sell |
18,209
-1,090
| -6% | -$79K | 0.94% | 31 |
|
|
2019
Q4 | $2.33M | Buy |
19,299
+2,083
| +12% | +$251K | 1.34% | 26 |
|
|
2019
Q3 | $2.04M | Buy |
17,216
+804
| +5% | +$95.3K | 1.31% | 30 |
|
|
2019
Q2 | $2.04M | Buy |
16,412
+171
| +1% | +$21.3K | 1.33% | 29 |
|
|
2019
Q1 | $2M | Sell |
16,241
-130
| -0.8% | -$16K | 1.36% | 30 |
|
|
2018
Q4 | $1.78M | Buy |
16,371
+246
| +2% | +$26.8K | 1.37% | 28 |
|
|
2018
Q3 | $1.97M | Buy |
16,125
+1,178
| +8% | +$144K | 1.3% | 29 |
|
|
2018
Q2 | $1.89M | Sell |
14,947
-266
| -2% | -$33.6K | 1.37% | 28 |
|
|
2018
Q1 | $1.73M | Sell |
15,213
-1,129
| -7% | -$129K | 1.28% | 33 |
|
|
2017
Q4 | $2.05M | Sell |
16,342
-3,279
| -17% | -$410K | 1.43% | 29 |
|
|
2017
Q3 | $2.31M | Sell |
19,621
-1,125
| -5% | -$132K | 1.69% | 25 |
|
|
2017
Q2 | $2.16M | Sell |
20,746
-280
| -1% | -$29.2K | 1.61% | 25 |
|
|
2017
Q1 | $2.26M | Sell |
21,026
-77
| -0.4% | -$8.27K | 1.73% | 21 |
|
|
2016
Q4 | $2.48M | Buy |
21,103
+479
| +2% | +$56.4K | 2.02% | 16 |
|
|
2016
Q3 | $2.12M | Buy |
20,624
+80
| +0.4% | +$8.23K | 1.85% | 20 |
|
|
2016
Q2 | $2.15M | Sell |
20,544
-34
| -0.2% | -$3.57K | 1.79% | 18 |
|
|
2016
Q1 | $1.96M | Sell |
20,578
-5,042
| -20% | -$481K | 1.69% | 21 |
|
|
2015
Q4 | $2.3M | Sell |
25,620
-932
| -4% | -$83.8K | 2.03% | 14 |
|
|
2015
Q3 | $2.09M | Sell |
26,552
-12,362
| -32% | -$975K | 1.93% | 16 |
|
|
2015
Q2 | $3.75M | Sell |
38,914
-794
| -2% | -$76.6K | 3.2% | 10 |
|
|
2015
Q1 | $4.17M | Buy |
39,708
+10
| +0% | +$1.05K | 3.43% | 8 |
|
|
2014
Q4 | $4.45M | Buy |
39,698
+1,559
| +4% | +$175K | 3.61% | 8 |
|
|
2014
Q3 | $4.55M | Buy |
38,139
+2,076
| +6% | +$248K | 3.85% | 5 |
|
|
2014
Q2 | $4.71M | Buy |
36,063
+251
| +0.7% | +$32.8K | 3.9% | 4 |
|
|
2014
Q1 | $4.26M | Buy |
35,812
+1,187
| +3% | +$141K | 4.05% | 5 |
|
|
2013
Q4 | $4.33M | Buy |
+34,625
| New | +$4.33M | 4.45% | 3 |
|