WCM
Windsor Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
6,327
-94
| -1% | -$13.5K | 0.26% | 58 |
|
|
2025
Q1 | $1.07M | Buy |
6,421
+122
| +2% | +$20.4K | 0.33% | 50 |
|
|
2024
Q4 | $912K | Sell |
6,299
-279
| -4% | -$40.4K | 0.27% | 55 |
|
|
2024
Q3 | $969K | Sell |
6,578
-408
| -6% | -$60.1K | 0.28% | 53 |
|
|
2024
Q2 | $1.09M | Sell |
6,986
-109
| -2% | -$17K | 0.34% | 48 |
|
|
2024
Q1 | $1.12M | Sell |
7,095
-84
| -1% | -$13.3K | 0.35% | 51 |
|
|
2023
Q4 | $1.07M | Buy |
7,179
+6
| +0.1% | +$895 | 0.35% | 49 |
|
|
2023
Q3 | $1.21M | Hold |
7,173
| – | – | 0.42% | 43 |
|
|
2023
Q2 | $1.13M | Buy |
7,173
+16
| +0.2% | +$2.52K | 0.37% | 47 |
|
|
2023
Q1 | $1.17M | Sell |
7,157
-482
| -6% | -$78.6K | 0.4% | 42 |
|
|
2022
Q4 | $1.37M | Sell |
7,639
-140
| -2% | -$25.1K | 0.5% | 39 |
|
|
2022
Q3 | $1.12M | Sell |
7,779
-96
| -1% | -$13.8K | 0.42% | 43 |
|
|
2022
Q2 | $1.14M | Sell |
7,875
-43
| -0.5% | -$6.23K | 0.41% | 47 |
|
|
2022
Q1 | $1.29M | Buy |
7,918
+103
| +1% | +$16.8K | 0.4% | 45 |
|
|
2021
Q4 | $917K | Buy |
7,815
+141
| +2% | +$16.5K | 0.28% | 59 |
|
|
2021
Q3 | $778K | Sell |
7,674
-176
| -2% | -$17.8K | 0.25% | 62 |
|
|
2021
Q2 | $822K | Buy |
7,850
+20
| +0.3% | +$2.09K | 0.27% | 63 |
|
|
2021
Q1 | $820K | Sell |
7,830
-301
| -4% | -$31.5K | 0.28% | 59 |
|
|
2020
Q4 | $686K | Sell |
8,131
-626
| -7% | -$52.8K | 0.26% | 67 |
|
|
2020
Q3 | $630K | Sell |
8,757
-794
| -8% | -$57.1K | 0.26% | 71 |
|
|
2020
Q2 | $852K | Buy |
9,551
+208
| +2% | +$18.6K | 0.37% | 57 |
|
|
2020
Q1 | $677K | Sell |
9,343
-22
| -0.2% | -$1.59K | 0.34% | 57 |
|
|
2019
Q4 | $1.13M | Sell |
9,365
-293
| -3% | -$35.3K | 0.47% | 49 |
|
|
2019
Q3 | $1.15M | Buy |
9,658
+469
| +5% | +$55.6K | 0.51% | 50 |
|
|
2019
Q2 | $1.14M | Buy |
9,189
+23
| +0.3% | +$2.86K | 0.53% | 50 |
|
|
2019
Q1 | $1.13M | Buy |
9,166
+170
| +2% | +$20.9K | 0.53% | 51 |
|
|
2018
Q4 | $978K | Buy |
8,996
+580
| +7% | +$63.1K | 0.51% | 52 |
|
|
2018
Q3 | $1.03M | Buy |
8,416
+205
| +2% | +$25.1K | 0.46% | 54 |
|
|
2018
Q2 | $1.04M | Sell |
8,211
-308
| -4% | -$38.9K | 0.48% | 53 |
|
|
2018
Q1 | $970K | Buy |
8,519
+903
| +12% | +$103K | 0.46% | 54 |
|
|
2017
Q4 | $953K | Sell |
7,616
-218
| -3% | -$27.3K | 0.44% | 47 |
|
|
2017
Q3 | $817K | Hold |
7,834
| – | – | 0.41% | 52 |
|
|
2017
Q2 | $817K | Buy |
7,834
+23
| +0.3% | +$2.4K | 0.41% | 52 |
|
|
2017
Q1 | $838K | Sell |
7,811
-1,922
| -20% | -$206K | 0.43% | 47 |
|
|
2016
Q4 | $1.15M | Buy |
9,733
+730
| +8% | +$85.9K | 0.62% | 41 |
|
|
2016
Q3 | $926K | Sell |
9,003
-139
| -2% | -$14.3K | 0.51% | 42 |
|
|
2016
Q2 | $958K | Buy |
9,142
+944
| +12% | +$98.9K | 0.56% | 41 |
|
|
2016
Q1 | $782K | Buy |
8,198
+480
| +6% | +$45.8K | 0.49% | 49 |
|
|
2015
Q4 | $694K | Sell |
7,718
-334
| -4% | -$30K | 0.43% | 56 |
|
|
2015
Q3 | $635K | Sell |
8,052
-5,018
| -38% | -$396K | 0.37% | 55 |
|
|
2015
Q2 | $1.26M | Buy |
13,070
+4,607
| +54% | +$444K | 0.73% | 36 |
|
|
2015
Q1 | $889K | Buy |
8,463
+1,572
| +23% | +$165K | 0.51% | 45 |
|
|
2014
Q4 | $773K | Buy |
6,891
+397
| +6% | +$44.5K | 0.43% | 45 |
|
|
2014
Q3 | $775K | Buy |
6,494
+437
| +7% | +$52.2K | 0.44% | 43 |
|
|
2014
Q2 | $791K | Buy |
6,057
+646
| +12% | +$84.4K | 0.44% | 45 |
|
|
2014
Q1 | $643K | Buy |
5,411
+1,277
| +31% | +$152K | 0.38% | 48 |
|
|
2013
Q4 | $516K | Buy |
4,134
+668
| +19% | +$83.4K | 0.3% | 49 |
|
|
2013
Q3 | $421K | Buy |
3,466
+705
| +26% | +$85.6K | 0.24% | 54 |
|
|
2013
Q2 | $327K | Buy |
+2,761
| New | +$327K | 0.2% | 61 |
|