Woodard & Company Asset Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $951K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $741K | Buy |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | $137K | Sell |
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|
2017
Q4 | $224K | Buy |
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