Wolff Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
7,895
-953
| -11% | -$137K | 0.29% | 36 |
|
|
2025
Q1 | $1.48M | Buy |
8,848
+3
| +0% | +$502 | 0.41% | 30 |
|
|
2024
Q4 | $1.28M | Sell |
8,845
-4
| -0% | -$579 | 0.36% | 31 |
|
|
2024
Q3 | $1.3M | Buy |
+8,849
| New | +$1.3M | 0.35% | 34 |
|
|
2024
Q2 | – | Sell |
-8,843
| Closed | -$1.4M | – | 47 |
|
|
2024
Q1 | $1.4M | Buy |
8,843
+4
| +0% | +$631 | 0.41% | 33 |
|
|
2023
Q4 | $1.32M | Buy |
8,839
+3
| +0% | +$447 | 0.41% | 35 |
|
|
2023
Q3 | $1.49M | Buy |
+8,836
| New | +$1.49M | 0.51% | 25 |
|
|
2023
Q2 | – | Sell |
-8,830
| Closed | -$1.44M | – | 46 |
|
|
2023
Q1 | $1.44M | Buy |
8,830
+2
| +0% | +$326 | 0.5% | 34 |
|
|
2022
Q4 | $1.58M | Buy |
8,828
+3
| +0% | +$538 | 0.59% | 30 |
|
|
2022
Q3 | $1.27M | Buy |
8,825
+2
| +0% | +$287 | 0.58% | 33 |
|
|
2022
Q2 | $1.28M | Buy |
8,823
+10
| +0.1% | +$1.45K | 0.57% | 36 |
|
|
2022
Q1 | $1.44M | Buy |
8,813
+2
| +0% | +$326 | 0.57% | 36 |
|
|
2021
Q4 | $1.03M | Buy |
+8,811
| New | +$1.03M | 0.39% | 45 |
|
|
2021
Q1 | $632K | Sell |
6,034
-48
| -0.8% | -$5.03K | 0.29% | 55 |
|
|
2020
Q4 | $514K | Sell |
6,082
-338
| -5% | -$28.6K | 0.27% | 58 |
|
|
2020
Q3 | $462K | Buy |
6,420
+576
| +10% | +$41.5K | 0.27% | 58 |
|
|
2020
Q2 | $521K | Sell |
5,844
-96
| -2% | -$8.56K | 0.33% | 53 |
|
|
2020
Q1 | $430K | Buy |
5,940
+2,638
| +80% | +$191K | 0.32% | 54 |
|
|
2019
Q4 | $398K | Buy |
3,302
+155
| +5% | +$18.7K | 0.26% | 61 |
|
|
2019
Q3 | $373K | Sell |
3,147
-145
| -4% | -$17.2K | 0.27% | 61 |
|
|
2019
Q2 | $410K | Buy |
3,292
+146
| +5% | +$18.2K | 0.32% | 55 |
|
|
2019
Q1 | $387K | Buy |
3,146
+2
| +0.1% | +$246 | 0.32% | 59 |
|
|
2018
Q4 | $342K | Buy |
+3,144
| New | +$342K | 0.33% | 60 |
|