WAS
Winch Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
6,663
+158
| +2% | +$22.6K | 0.23% | 47 |
|
|
2025
Q1 | $1.09M | Buy |
6,505
+316
| +5% | +$52.9K | 0.29% | 44 |
|
|
2024
Q4 | $896K | Buy |
6,189
+601
| +11% | +$87.1K | 0.23% | 48 |
|
|
2024
Q3 | $823K | Buy |
5,588
+337
| +6% | +$49.6K | 0.23% | 48 |
|
|
2024
Q2 | $821K | Buy |
5,251
+307
| +6% | +$48K | 0.23% | 48 |
|
|
2024
Q1 | $780K | Buy |
4,944
+1,200
| +32% | +$189K | 0.24% | 48 |
|
|
2023
Q4 | $558K | Buy |
3,744
+491
| +15% | +$73.2K | 0.19% | 54 |
|
|
2023
Q3 | $549K | Buy |
3,253
+204
| +7% | +$34.4K | 0.2% | 52 |
|
|
2023
Q2 | $480K | Buy |
3,049
+343
| +13% | +$54K | 0.17% | 54 |
|
|
2023
Q1 | $442K | Buy |
2,706
+85
| +3% | +$13.9K | 0.17% | 56 |
|
|
2022
Q4 | $471K | Buy |
2,621
+891
| +52% | +$160K | 0.2% | 54 |
|
|
2022
Q3 | $249K | Buy |
1,730
+45
| +3% | +$6.48K | 0.11% | 66 |
|
|
2022
Q2 | $244K | Buy |
1,685
+166
| +11% | +$24K | 0.1% | 67 |
|
|
2022
Q1 | $247K | Buy |
1,519
+5
| +0.3% | +$813 | 0.09% | 69 |
|
|
2021
Q4 | $178K | Buy |
1,514
+71
| +5% | +$8.35K | 0.06% | 76 |
|
|
2021
Q3 | $146K | Buy |
1,443
+116
| +9% | +$11.7K | 0.05% | 79 |
|
|
2021
Q2 | $139K | Buy |
1,327
+16
| +1% | +$1.68K | 0.05% | 76 |
|
|
2021
Q1 | $137K | Sell |
1,311
-6
| -0.5% | -$627 | 0.05% | 74 |
|
|
2020
Q4 | $111K | Buy |
1,317
+10
| +0.8% | +$843 | 0.05% | 69 |
|
|
2020
Q3 | $94K | Sell |
1,307
-56
| -4% | -$4.03K | 0.04% | 68 |
|
|
2020
Q2 | $122K | Buy |
1,363
+12
| +0.9% | +$1.07K | 0.06% | 57 |
|
|
2020
Q1 | $98K | Sell |
1,351
-13,840
| -91% | -$1M | 0.05% | 58 |
|
|
2019
Q4 | $1.83M | Sell |
15,191
-312
| -2% | -$37.6K | 0.87% | 26 |
|
|
2019
Q3 | $1.84M | Buy |
15,503
+83
| +0.5% | +$9.85K | 0.96% | 24 |
|
|
2019
Q2 | $1.92M | Buy |
15,420
+95
| +0.6% | +$11.8K | 1% | 27 |
|
|
2019
Q1 | $1.89M | Buy |
15,325
+484
| +3% | +$59.6K | 1.04% | 31 |
|
|
2018
Q4 | $1.62M | Sell |
14,841
-158
| -1% | -$17.2K | 0.9% | 29 |
|
|
2018
Q3 | $1.83M | Buy |
14,999
+1,516
| +11% | +$185K | 0.92% | 36 |
|
|
2018
Q2 | $1.71M | Buy |
13,483
+1,688
| +14% | +$213K | 0.92% | 37 |
|
|
2018
Q1 | $1.35M | Buy |
11,795
+394
| +3% | +$44.9K | 0.79% | 38 |
|
|
2017
Q4 | $1.43M | Sell |
11,401
-522
| -4% | -$65.3K | 0.86% | 35 |
|
|
2017
Q3 | $1.4M | Sell |
11,923
-1,285
| -10% | -$151K | 0.91% | 31 |
|
|
2017
Q2 | $1.38M | Buy |
13,208
+13
| +0.1% | +$1.36K | 0.87% | 32 |
|
|
2017
Q1 | $1.42M | Sell |
13,195
-574
| -4% | -$61.6K | 0.9% | 35 |
|
|
2016
Q4 | $1.62M | Sell |
13,769
-9,261
| -40% | -$1.09M | 1.12% | 28 |
|
|
2016
Q3 | $2.37M | Buy |
23,030
+21,510
| +1,415% | +$2.21M | 1.93% | 17 |
|
|
2016
Q2 | $159K | Buy |
1,520
+290
| +24% | +$30.3K | 0.19% | 45 |
|
|
2016
Q1 | $117K | Buy |
1,230
+67
| +6% | +$6.37K | 0.19% | 29 |
|
|
2015
Q4 | $105K | Buy |
1,163
+188
| +19% | +$17K | 0.12% | 37 |
|
|
2015
Q3 | $77K | Buy |
975
+514
| +111% | +$40.6K | 0.11% | 44 |
|
|
2015
Q2 | $44K | Buy |
461
+4
| +0.9% | +$382 | 0.02% | 112 |
|
|
2015
Q1 | $48K | Buy |
+457
| New | +$48K | 0.03% | 82 |
|
|
2014
Q4 | – | Sell |
-9,473
| Closed | -$1.13M | – | 67 |
|
|
2014
Q3 | $1.13M | Buy |
9,473
+178
| +2% | +$21.2K | 0.72% | 36 |
|
|
2014
Q2 | $1.21M | Sell |
9,295
-8,765
| -49% | -$1.14M | 0.71% | 43 |
|
|
2014
Q1 | $2.15M | Buy |
+18,060
| New | +$2.15M | 1.36% | 23 |
|