Winch Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $821K | Buy |
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|
2024
Q1 | $780K | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $442K | Buy |
|
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $137K | Sell |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $94K | Sell |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $1.84M | Buy |
|
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.61M | Sell |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.71M | Buy |
|
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|
2018
Q1 | $1.34M | Buy |
|
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|
2017
Q4 | $1.43M | Sell |
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|
2017
Q3 | $1.4M | Sell |
|
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|
2017
Q2 | $1.38M | Buy |
|
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $2.37M | Buy |
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|
2016
Q2 | $159K | Buy |
|
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|
2016
Q1 | $117K | Buy |
|
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|
2015
Q4 | $105K | Buy |
|
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|
2015
Q3 | $77K | Buy |
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|
2015
Q2 | $44K | Buy |
|
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|
2015
Q1 | $48K | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.13M | Buy |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $2.15M | Buy |
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