WMS Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $892K | Sell |
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|
2021
Q1 | $934K | Sell |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $687K | Sell |
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|
2020
Q2 | $963K | Sell |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $3.68M | Sell |
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|
2019
Q3 | $4.03M | Sell |
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|
2019
Q2 | $4.43M | Buy |
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|
2019
Q1 | $4.15M | Sell |
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|
2018
Q4 | $3.67M | Sell |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $10.4M | Sell |
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|
2018
Q1 | $9.51M | Sell |
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|
2017
Q4 | $10.8M | Sell |
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|
2017
Q3 | $10.2M | Sell |
|
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|
2017
Q2 | $9.05M | Buy |
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|
2017
Q1 | $9.16M | Sell |
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|
2016
Q4 | $10.1M | Sell |
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|
2016
Q3 | $8.82M | Sell |
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|
2016
Q2 | $9.08M | Buy |
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|
2016
Q1 | $8.22M | Buy |
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|
2015
Q4 | $7.61M | Sell |
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|
2015
Q3 | $8.21M | Buy |
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|
2015
Q2 | $9.78M | Buy |
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|
2015
Q1 | $318K | Sell |
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|
2014
Q4 | $3.01M | Sell |
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|
2014
Q3 | $3.4M | Sell |
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|
2014
Q2 | $3.93M | Sell |
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|
2014
Q1 | $3.8M | Sell |
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|
2013
Q4 | $4.05M | Buy |
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|
2013
Q3 | $3.92M | Buy |
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|
2013
Q2 | $3.73M | Buy |
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