Woodward Diversified Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
42,252
+11,295
| +36% | +$1.62M | 3.06% | 5 |
|
|
2025
Q1 | $5.18M | Buy |
30,957
+160
| +0.5% | +$26.8K | 3.66% | 6 |
|
|
2024
Q4 | $4.46M | Sell |
30,797
-13,975
| -31% | -$2.02M | 3.28% | 6 |
|
|
2024
Q3 | $6.59M | Sell |
44,772
-9,318
| -17% | -$1.37M | 4.18% | 4 |
|
|
2024
Q2 | $8.46M | Sell |
54,090
-1,262
| -2% | -$197K | 4.96% | 4 |
|
|
2024
Q1 | $8.73M | Buy |
55,352
+912
| +2% | +$144K | 5.42% | 3 |
|
|
2023
Q4 | $8.12M | Sell |
54,440
-1,781
| -3% | -$266K | 5.1% | 3 |
|
|
2023
Q3 | $9.48M | Buy |
56,221
+573
| +1% | +$96.6K | 6.83% | 2 |
|
|
2023
Q2 | $8.76M | Sell |
55,648
-28
| -0.1% | -$4.41K | 6.61% | 2 |
|
|
2023
Q1 | $9.08M | Sell |
55,676
-25
| -0% | -$4.08K | 7.14% | 2 |
|
|
2022
Q4 | $10M | Buy |
55,701
+606
| +1% | +$109K | 8.05% | 1 |
|
|
2022
Q3 | $7.92M | Sell |
55,095
-670
| -1% | -$96.3K | 6.52% | 3 |
|
|
2022
Q2 | $8.07M | Sell |
55,765
-2,616
| -4% | -$379K | 6.17% | 3 |
|
|
2022
Q1 | $9.51M | Sell |
58,381
-201
| -0.3% | -$32.7K | 6.22% | 2 |
|
|
2021
Q4 | $6.88M | Sell |
58,582
-779
| -1% | -$91.4K | 4.05% | 3 |
|
|
2021
Q3 | $6.02M | Sell |
59,361
-3,203
| -5% | -$325K | 3.78% | 3 |
|
|
2021
Q2 | $6.55M | Sell |
62,564
-2,595
| -4% | -$272K | 3.74% | 2 |
|
|
2021
Q1 | $6.83M | Sell |
65,159
-5,160
| -7% | -$541K | 4.02% | 2 |
|
|
2020
Q4 | $5.94M | Buy |
+70,319
| New | +$5.94M | 3.85% | 2 |
|