Accel Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Sell |
6,466
-32
| -0.5% | -$4.58K | 0.31% | 77 |
|
|
2025
Q1 | $1.09M | Buy |
6,498
+114
| +2% | +$19.1K | 0.39% | 71 |
|
|
2024
Q4 | $925K | Sell |
6,384
-636
| -9% | -$92.1K | 0.35% | 78 |
|
|
2024
Q3 | $1.03M | Sell |
7,020
-517
| -7% | -$76.1K | 0.38% | 65 |
|
|
2024
Q2 | $1.18M | Buy |
7,537
+802
| +12% | +$125K | 0.47% | 56 |
|
|
2024
Q1 | $1.06M | Buy |
6,735
+447
| +7% | +$70.5K | 0.45% | 58 |
|
|
2023
Q4 | $938K | Buy |
6,288
+349
| +6% | +$52.1K | 0.47% | 60 |
|
|
2023
Q3 | $1M | Buy |
5,939
+1,274
| +27% | +$215K | 0.56% | 51 |
|
|
2023
Q2 | $734K | Buy |
4,665
+1,479
| +46% | +$233K | 0.4% | 69 |
|
|
2023
Q1 | $520K | Buy |
3,186
+79
| +3% | +$12.9K | 0.21% | 107 |
|
|
2022
Q4 | $558K | Sell |
3,107
-781
| -20% | -$140K | 0.27% | 79 |
|
|
2022
Q3 | $613K | Sell |
3,888
-176
| -4% | -$27.7K | 0.33% | 71 |
|
|
2022
Q2 | $559K | Buy |
4,064
+23
| +0.6% | +$3.16K | 0.32% | 70 |
|
|
2022
Q1 | $664K | Buy |
4,041
+21
| +0.5% | +$3.45K | 0.34% | 68 |
|
|
2021
Q4 | $472K | Buy |
4,020
+1,239
| +45% | +$145K | 0.23% | 82 |
|
|
2021
Q3 | $282K | Buy |
2,781
+24
| +0.9% | +$2.43K | 0.18% | 95 |
|
|
2021
Q2 | $289K | Buy |
2,757
+13
| +0.5% | +$1.36K | 0.19% | 104 |
|
|
2021
Q1 | $288K | Buy |
2,744
+145
| +6% | +$15.2K | 0.23% | 87 |
|
|
2020
Q4 | $220K | Buy |
+2,599
| New | +$220K | 0.2% | 109 |
|