Windle Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Buy |
50,642
+4,452
| +10% | +$637K | 3.55% | 20 |
|
|
2025
Q1 | $7.73M | Buy |
46,190
+1,438
| +3% | +$241K | 3.98% | 17 |
|
|
2024
Q4 | $6.48M | Buy |
44,752
+824
| +2% | +$119K | 3.58% | 20 |
|
|
2024
Q3 | $6.47M | Buy |
43,928
+4,851
| +12% | +$714K | 3.52% | 22 |
|
|
2024
Q2 | $6.11M | Sell |
39,077
-966
| -2% | -$151K | 3.73% | 16 |
|
|
2024
Q1 | $6.32M | Buy |
40,043
+2,374
| +6% | +$374K | 4.02% | 16 |
|
|
2023
Q4 | $5.62M | Sell |
37,669
-508
| -1% | -$75.8K | 3.94% | 19 |
|
|
2023
Q3 | $6.44M | Sell |
38,177
-331
| -0.9% | -$55.8K | 4.8% | 4 |
|
|
2023
Q2 | $6.06M | Buy |
38,508
+495
| +1% | +$77.9K | 4.37% | 10 |
|
|
2023
Q1 | $6.2M | Sell |
38,013
-201
| -0.5% | -$32.8K | 4.6% | 7 |
|
|
2022
Q4 | $6.86M | Buy |
+38,214
| New | +$6.86M | 5.35% | 2 |
|