Wimmer Associates 1’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
16,601
-271
| -2% | -$38.8K | 1.22% | 23 |
|
|
2025
Q1 | $2.4M | Sell |
16,872
-1,897
| -10% | -$270K | 1.27% | 22 |
|
|
2024
Q4 | $2.72M | Sell |
18,769
-580
| -3% | -$84K | 1.34% | 18 |
|
|
2024
Q3 | $2.85M | Buy |
19,349
+617
| +3% | +$90.9K | 1.39% | 19 |
|
|
2024
Q2 | $2.93M | Buy |
18,732
+55
| +0.3% | +$8.6K | 1.5% | 16 |
|
|
2024
Q1 | $2.95M | Buy |
18,677
+423
| +2% | +$66.7K | 1.55% | 16 |
|
|
2023
Q4 | $2.72M | Buy |
18,254
+510
| +3% | +$76.1K | 1.54% | 18 |
|
|
2023
Q3 | $2.99M | Buy |
17,744
+857
| +5% | +$145K | 1.87% | 14 |
|
|
2023
Q2 | $2.66M | Sell |
16,887
-50
| -0.3% | -$7.87K | 1.6% | 19 |
|
|
2023
Q1 | $2.66M | Sell |
16,937
-153
| -0.9% | -$24.1K | 1.7% | 17 |
|
|
2022
Q4 | $3.07M | Sell |
17,090
-372
| -2% | -$66.8K | 2.02% | 13 |
|
|
2022
Q3 | $3.16M | Buy |
17,462
+450
| +3% | +$81.4K | 2.09% | 13 |
|
|
2022
Q2 | $2.46M | Buy |
17,012
+607
| +4% | +$87.9K | 1.61% | 20 |
|
|
2022
Q1 | $2.67M | Buy |
16,405
+810
| +5% | +$132K | 1.48% | 22 |
|
|
2021
Q4 | $1.83M | Sell |
15,595
-10
| -0.1% | -$1.17K | 0.98% | 32 |
|
|
2021
Q3 | $1.58M | Buy |
15,605
+982
| +7% | +$99.6K | 0.94% | 34 |
|
|
2021
Q2 | $1.53M | Buy |
14,623
+206
| +1% | +$21.6K | 0.9% | 35 |
|
|
2021
Q1 | $1.51M | Buy |
14,417
+560
| +4% | +$58.7K | 0.82% | 36 |
|
|
2020
Q4 | $1.17M | Sell |
13,857
-2,266
| -14% | -$191K | 0.7% | 39 |
|
|
2020
Q3 | $1.16M | Buy |
16,123
+1,385
| +9% | +$99.7K | 0.78% | 39 |
|
|
2020
Q2 | $1.32M | Sell |
14,738
-4,766
| -24% | -$428K | 1.03% | 33 |
|
|
2020
Q1 | $1.41M | Buy |
19,504
+2,199
| +13% | +$159K | 1.31% | 27 |
|
|
2019
Q4 | $2.09M | Buy |
17,305
+101
| +0.6% | +$12.2K | 1.67% | 21 |
|
|
2019
Q3 | $2.04M | Buy |
17,204
+150
| +0.9% | +$17.8K | 1.78% | 20 |
|
|
2019
Q2 | $2.12M | Buy |
17,054
+76
| +0.4% | +$9.46K | 1.85% | 20 |
|
|
2019
Q1 | $2.09M | Sell |
16,978
-95
| -0.6% | -$11.7K | 1.85% | 17 |
|
|
2018
Q4 | $1.86M | Buy |
17,073
+377
| +2% | +$41K | 1.84% | 18 |
|
|
2018
Q3 | $2.04M | Sell |
16,696
-282
| -2% | -$34.5K | 1.7% | 20 |
|
|
2018
Q2 | $2.15M | Sell |
16,978
-218
| -1% | -$27.6K | 1.91% | 14 |
|
|
2018
Q1 | $1.96M | Buy |
17,196
+67
| +0.4% | +$7.64K | 1.73% | 20 |
|
|
2017
Q4 | $2.14M | Sell |
17,129
-234
| -1% | -$29.3K | 1.93% | 16 |
|
|
2017
Q3 | $2.04M | Sell |
17,363
-470
| -3% | -$55.2K | 1.88% | 14 |
|
|
2017
Q2 | $1.86M | Buy |
17,833
+1,413
| +9% | +$147K | 1.71% | 19 |
|
|
2017
Q1 | $1.76M | Sell |
16,420
-591
| -3% | -$63.5K | 1.65% | 20 |
|
|
2016
Q4 | $2M | Buy |
17,011
+293
| +2% | +$34.5K | 1.85% | 17 |
|
|
2016
Q3 | $1.72M | Sell |
16,718
-844
| -5% | -$86.9K | 1.55% | 23 |
|
|
2016
Q2 | $1.84M | Sell |
17,562
-97
| -0.5% | -$10.2K | 1.64% | 20 |
|
|
2016
Q1 | $1.69M | Buy |
17,659
+502
| +3% | +$47.9K | 1.54% | 22 |
|
|
2015
Q4 | $1.54M | Buy |
+17,157
| New | +$1.54M | 1.62% | 20 |
|