WCAMG
Woodard & Company Asset Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,131
+60
| +3% | +$8.59K | 0.06% | 85 |
|
|
2025
Q1 | $346K | Sell |
2,071
-50
| -2% | -$8.36K | 0.07% | 83 |
|
|
2024
Q4 | $307K | Sell |
2,121
-35
| -2% | -$5.07K | 0.07% | 79 |
|
|
2024
Q3 | $317K | Sell |
2,156
-15,047
| -87% | -$2.22M | 0.07% | 77 |
|
|
2024
Q2 | $2.69M | Buy |
17,203
+344
| +2% | +$53.8K | 0.67% | 29 |
|
|
2024
Q1 | $2.66M | Buy |
16,859
+1,561
| +10% | +$246K | 0.71% | 28 |
|
|
2023
Q4 | $2.28M | Sell |
15,298
-920
| -6% | -$137K | 0.67% | 28 |
|
|
2023
Q3 | $2.73M | Sell |
16,218
-35
| -0.2% | -$5.9K | 0.93% | 21 |
|
|
2023
Q2 | $2.56M | Sell |
16,253
-77
| -0.5% | -$12.1K | 0.85% | 20 |
|
|
2023
Q1 | $2.66M | Buy |
16,330
+492
| +3% | +$80.3K | 0.93% | 21 |
|
|
2022
Q4 | $2.84M | Buy |
15,838
+1,876
| +13% | +$337K | 1.01% | 13 |
|
|
2022
Q3 | $2.01M | Buy |
13,962
+12,292
| +736% | +$1.77M | 0.92% | 21 |
|
|
2022
Q2 | $242K | Hold |
1,670
| – | – | 0.1% | 71 |
|
|
2022
Q1 | $272K | Buy |
+1,670
| New | +$272K | 0.11% | 74 |
|
|
2020
Q1 | – | Sell |
-9,112
| Closed | -$1.1M | – | 88 |
|
|
2019
Q4 | $1.1M | Buy |
9,112
+1,091
| +14% | +$131K | 0.66% | 28 |
|
|
2019
Q3 | $951K | Buy |
+8,021
| New | +$951K | 0.6% | 25 |
|
|
2018
Q4 | – | Sell |
-6,059
| Closed | -$741K | – | 64 |
|
|
2018
Q3 | $741K | Buy |
6,059
+551
| +10% | +$67.4K | 0.67% | 19 |
|
|
2018
Q2 | $696K | Buy |
5,508
+4,310
| +360% | +$545K | 0.68% | 22 |
|
|
2018
Q1 | $137K | Sell |
1,198
-589
| -33% | -$67.4K | 0.13% | 55 |
|
|
2017
Q4 | $224K | Buy |
+1,787
| New | +$224K | 0.19% | 49 |
|