Alliance Wealth Advisors (Pennsylvania)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
2,601
+133
| +5% | +$19K | 0.19% | 94 |
|
|
2025
Q1 | $413K | Sell |
2,468
-24
| -1% | -$4.02K | 0.23% | 79 |
|
|
2024
Q4 | $361K | Buy |
2,492
+62
| +3% | +$8.98K | 0.2% | 88 |
|
|
2024
Q3 | $358K | Buy |
2,430
+10
| +0.4% | +$1.47K | 0.2% | 92 |
|
|
2024
Q2 | $378K | Buy |
2,420
+18
| +0.7% | +$2.82K | 0.24% | 81 |
|
|
2024
Q1 | $379K | Buy |
2,402
+24
| +1% | +$3.79K | 0.24% | 83 |
|
|
2023
Q4 | $355K | Buy |
2,378
+37
| +2% | +$5.52K | 0.23% | 85 |
|
|
2023
Q3 | $395K | Buy |
2,341
+58
| +3% | +$9.78K | 0.29% | 69 |
|
|
2023
Q2 | $359K | Buy |
2,283
+102
| +5% | +$16.1K | 0.26% | 80 |
|
|
2023
Q1 | $356K | Sell |
2,181
-69
| -3% | -$11.3K | 0.27% | 74 |
|
|
2022
Q4 | $404K | Sell |
2,250
-162
| -7% | -$29.1K | 0.34% | 64 |
|
|
2022
Q3 | $346K | Sell |
2,412
-89
| -4% | -$12.8K | 0.32% | 69 |
|
|
2022
Q2 | $362K | Buy |
2,501
+9
| +0.4% | +$1.3K | 0.31% | 71 |
|
|
2022
Q1 | $406K | Sell |
2,492
-3,887
| -61% | -$633K | 0.34% | 65 |
|
|
2021
Q4 | $749K | Buy |
6,379
+13
| +0.2% | +$1.53K | 0.61% | 40 |
|
|
2021
Q3 | $646K | Buy |
6,366
+79
| +1% | +$8.02K | 0.57% | 41 |
|
|
2021
Q2 | $658K | Sell |
6,287
-21
| -0.3% | -$2.2K | 0.59% | 42 |
|
|
2021
Q1 | $661K | Sell |
6,308
-63
| -1% | -$6.6K | 0.65% | 40 |
|
|
2020
Q4 | $538K | Buy |
+6,371
| New | +$538K | 0.56% | 47 |
|