Winthrop Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
5,133
+557
| +12% | +$79.8K | 0.07% | 80 |
|
|
2025
Q1 | $765K | Sell |
4,576
-146
| -3% | -$24.4K | 0.09% | 67 |
|
|
2024
Q4 | $684K | Buy |
4,722
+415
| +10% | +$60.1K | 0.08% | 77 |
|
|
2024
Q3 | $634K | Buy |
4,307
+6
| +0.1% | +$884 | 0.08% | 74 |
|
|
2024
Q2 | $673K | Buy |
4,301
+316
| +8% | +$49.4K | 0.09% | 68 |
|
|
2024
Q1 | $629K | Sell |
3,985
-446
| -10% | -$70.4K | 0.09% | 69 |
|
|
2023
Q4 | $661K | Buy |
4,431
+804
| +22% | +$120K | 0.1% | 66 |
|
|
2023
Q3 | $612K | Sell |
3,627
-18
| -0.5% | -$3.04K | 0.1% | 62 |
|
|
2023
Q2 | $574K | Buy |
3,645
+227
| +7% | +$35.7K | 0.09% | 67 |
|
|
2023
Q1 | $558K | Buy |
3,418
+23
| +0.7% | +$3.75K | 0.1% | 67 |
|
|
2022
Q4 | $609K | Hold |
3,395
| – | – | 0.12% | 64 |
|
|
2022
Q3 | $488K | Buy |
3,395
+16
| +0.5% | +$2.3K | 0.1% | 60 |
|
|
2022
Q2 | $489K | Buy |
3,379
+29
| +0.9% | +$4.2K | 0.11% | 59 |
|
|
2022
Q1 | $545K | Buy |
3,350
+29
| +0.9% | +$4.72K | 0.11% | 65 |
|
|
2021
Q4 | $390K | Sell |
3,321
-17
| -0.5% | -$2K | 0.08% | 82 |
|
|
2021
Q3 | $339K | Buy |
3,338
+23
| +0.7% | +$2.34K | 0.08% | 89 |
|
|
2021
Q2 | $347K | Sell |
3,315
-633
| -16% | -$66.3K | 0.08% | 87 |
|
|
2021
Q1 | $414K | Buy |
3,948
+285
| +8% | +$29.9K | 0.1% | 72 |
|
|
2020
Q4 | $309K | Sell |
3,663
-17
| -0.5% | -$1.43K | 0.08% | 94 |
|
|
2020
Q3 | $262K | Sell |
3,680
-572
| -13% | -$40.7K | 0.08% | 99 |
|
|
2020
Q2 | $373K | Sell |
4,252
-722
| -15% | -$63.3K | 0.13% | 54 |
|
|
2020
Q1 | $360K | Buy |
4,974
+355
| +8% | +$25.7K | 0.14% | 48 |
|
|
2019
Q4 | $557K | Sell |
4,619
-77
| -2% | -$9.29K | 0.2% | 50 |
|
|
2019
Q3 | $557K | Sell |
4,696
-226
| -5% | -$26.8K | 0.22% | 45 |
|
|
2019
Q2 | $612K | Sell |
4,922
-124
| -2% | -$15.4K | 0.26% | 43 |
|
|
2019
Q1 | $625K | Buy |
5,046
+200
| +4% | +$24.8K | 0.28% | 43 |
|
|
2018
Q4 | $527K | Buy |
4,846
+9
| +0.2% | +$979 | 0.27% | 44 |
|
|
2018
Q3 | $591K | Sell |
4,837
-112
| -2% | -$13.7K | 0.33% | 40 |
|
|
2018
Q2 | $626K | Buy |
4,949
+206
| +4% | +$26.1K | 0.41% | 35 |
|
|
2018
Q1 | $581K | Sell |
4,743
-218
| -4% | -$26.7K | 0.41% | 32 |
|
|
2017
Q4 | $638K | Buy |
+4,961
| New | +$638K | 0.45% | 30 |
|