WAM
Wilsey Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
202,173
+1,532
| +0.8% | +$219K | 5.33% | 11 |
|
|
2025
Q1 | $33.6M | Buy |
200,641
+771
| +0.4% | +$129K | 6.73% | 6 |
|
|
2024
Q4 | $28.9M | Buy |
199,870
+4,480
| +2% | +$649K | 5.37% | 10 |
|
|
2024
Q3 | $28.8M | Buy |
+195,390
| New | +$28.8M | 5.28% | 13 |
|
|
2017
Q2 | – | Sell |
-23,042
| Closed | -$2.48M | – | 19 |
|
|
2017
Q1 | $2.48M | Sell |
23,042
-672
| -3% | -$72.2K | 1.73% | 19 |
|
|
2016
Q4 | $2.78M | Sell |
23,714
-43
| -0.2% | -$5.03K | 1.96% | 19 |
|
|
2016
Q3 | $2.41M | Buy |
23,757
+9,349
| +65% | +$949K | 1.86% | 19 |
|
|
2016
Q2 | $1.51M | Sell |
14,408
-574
| -4% | -$60.2K | 1.08% | 22 |
|
|
2016
Q1 | $1.43M | Buy |
+14,982
| New | +$1.43M | 1% | 21 |
|