Wilson & Boucher Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
2,865
| – | – | 0.29% | 81 |
|
|
2025
Q1 | $479K | Sell |
2,865
-600
| -17% | -$100K | 0.36% | 76 |
|
|
2024
Q4 | $502K | Sell |
3,465
-59
| -2% | -$8.55K | 0.36% | 73 |
|
|
2024
Q3 | $519K | Hold |
3,524
| – | – | 0.36% | 73 |
|
|
2024
Q2 | $551K | Sell |
3,524
-105
| -3% | -$16.4K | 0.42% | 64 |
|
|
2024
Q1 | $572K | Sell |
3,629
-475
| -12% | -$74.9K | 0.45% | 64 |
|
|
2023
Q4 | $612K | Buy |
4,104
+1
| +0% | +$149 | 0.52% | 59 |
|
|
2023
Q3 | $692K | Hold |
4,103
| – | – | 0.66% | 48 |
|
|
2023
Q2 | $646K | Sell |
4,103
-95
| -2% | -$14.9K | 0.58% | 50 |
|
|
2023
Q1 | $685K | Buy |
4,198
+28
| +0.7% | +$4.57K | 0.66% | 48 |
|
|
2022
Q4 | $749K | Sell |
4,170
-50
| -1% | -$8.98K | 0.77% | 44 |
|
|
2022
Q3 | $606K | Hold |
4,220
| – | – | 0.71% | 48 |
|
|
2022
Q2 | $611K | Buy |
4,220
+60
| +1% | +$8.69K | 0.67% | 48 |
|
|
2022
Q1 | $677K | Hold |
4,160
| – | – | 0.61% | 52 |
|
|
2021
Q4 | $488K | Buy |
+4,160
| New | +$488K | 0.44% | 67 |
|