Access Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
8,985
+200
| +2% | +$28.6K | 0.49% | 44 |
|
|
2025
Q1 | $1.47M | Sell |
8,785
-813
| -8% | -$136K | 0.59% | 41 |
|
|
2024
Q4 | $1.39M | Sell |
9,598
-437
| -4% | -$63.3K | 0.62% | 41 |
|
|
2024
Q3 | $1.48M | Buy |
10,035
+309
| +3% | +$45.5K | 0.68% | 39 |
|
|
2024
Q2 | $1.52M | Sell |
9,726
-1,872
| -16% | -$293K | 0.69% | 36 |
|
|
2024
Q1 | $1.83M | Buy |
11,598
+1,823
| +19% | +$288K | 0.82% | 21 |
|
|
2023
Q4 | $1.46M | Buy |
9,775
+136
| +1% | +$20.3K | 0.75% | 38 |
|
|
2023
Q3 | $1.63M | Buy |
9,639
+386
| +4% | +$65.1K | 0.97% | 22 |
|
|
2023
Q2 | $1.46M | Buy |
9,253
+329
| +4% | +$51.8K | 0.85% | 37 |
|
|
2023
Q1 | $1.46M | Buy |
8,924
+1,729
| +24% | +$282K | 0.89% | 30 |
|
|
2022
Q4 | $1.29M | Sell |
7,195
-544
| -7% | -$97.6K | 0.79% | 36 |
|
|
2022
Q3 | $1.11M | Sell |
7,739
-70
| -0.9% | -$10.1K | 0.72% | 41 |
|
|
2022
Q2 | $1.13M | Sell |
7,809
-899
| -10% | -$130K | 0.65% | 48 |
|
|
2022
Q1 | $1.42M | Sell |
8,708
-2,806
| -24% | -$457K | 0.67% | 49 |
|
|
2021
Q4 | $1.35M | Sell |
11,514
-306
| -3% | -$35.9K | 0.61% | 54 |
|
|
2021
Q3 | $1.2M | Sell |
11,820
-1,275
| -10% | -$129K | 0.54% | 60 |
|
|
2021
Q2 | $1.37M | Buy |
13,095
+1,260
| +11% | +$132K | 0.64% | 59 |
|
|
2021
Q1 | $1.24M | Buy |
+11,835
| New | +$1.24M | 0.58% | 57 |
|
|
2020
Q1 | – | Sell |
-3,886
| Closed | -$468K | – | 63 |
|
|
2019
Q4 | $468K | Sell |
3,886
-456
| -11% | -$54.9K | 0.27% | 61 |
|
|
2019
Q3 | $515K | Sell |
4,342
-70
| -2% | -$8.3K | 0.37% | 54 |
|
|
2019
Q2 | $549K | Buy |
4,412
+1,094
| +33% | +$136K | 0.42% | 52 |
|
|
2019
Q1 | $409K | Hold |
3,318
| – | – | 0.32% | 56 |
|
|
2018
Q4 | $361K | Buy |
+3,318
| New | +$361K | 0.32% | 57 |
|