Wolff Wiese Magana’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
1,931
+51
| +3% | +$7.3K | 0.17% | 90 |
|
|
2025
Q1 | $315K | Buy |
1,880
+59
| +3% | +$9.87K | 0.21% | 77 |
|
|
2024
Q4 | $264K | Hold |
1,821
| – | – | 0.17% | 88 |
|
|
2024
Q3 | $268K | Buy |
1,821
+37
| +2% | +$5.45K | 0.18% | 82 |
|
|
2024
Q2 | $279K | Buy |
1,784
+10
| +0.6% | +$1.56K | 0.22% | 77 |
|
|
2024
Q1 | $280K | Sell |
1,774
-5
| -0.3% | -$789 | 0.24% | 73 |
|
|
2023
Q4 | $265K | Sell |
1,779
-240
| -12% | -$35.8K | 0.25% | 71 |
|
|
2023
Q3 | $340K | Hold |
2,019
| – | – | 0.28% | 80 |
|
|
2023
Q2 | $318K | Sell |
2,019
-270
| -12% | -$42.5K | 0.25% | 79 |
|
|
2023
Q1 | $373K | Buy |
2,289
+28
| +1% | +$4.57K | 0.3% | 72 |
|
|
2022
Q4 | $406K | Sell |
2,261
-5
| -0.2% | -$897 | 0.35% | 66 |
|
|
2022
Q3 | $326K | Sell |
2,266
-170
| -7% | -$24.5K | 0.26% | 78 |
|
|
2022
Q2 | $353K | Buy |
2,436
+6
| +0.2% | +$869 | 0.26% | 80 |
|
|
2022
Q1 | $396K | Sell |
2,430
-700
| -22% | -$114K | 0.27% | 81 |
|
|
2021
Q4 | $367K | Buy |
3,130
+230
| +8% | +$27K | 0.24% | 89 |
|
|
2021
Q3 | $294K | Sell |
2,900
-187
| -6% | -$19K | 0.21% | 104 |
|
|
2021
Q2 | $323K | Buy |
3,087
+72
| +2% | +$7.53K | 0.23% | 93 |
|
|
2021
Q1 | $316K | Sell |
3,015
-277
| -8% | -$29K | 0.25% | 87 |
|
|
2020
Q4 | $278K | Buy |
+3,292
| New | +$278K | 0.23% | 90 |
|