AmeriServ Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,473
| Closed | -$213K | – | 66 |
|
|
2024
Q4 | $213K | Buy |
+1,473
| New | +$213K | 0.12% | 62 |
|
|
2022
Q4 | – | Sell |
-1,803
| Closed | -$259K | – | 46 |
|
|
2022
Q3 | $259K | Hold |
1,803
| – | – | 0.57% | 37 |
|
|
2022
Q2 | $261K | Hold |
1,803
| – | – | 0.61% | 42 |
|
|
2022
Q1 | $294K | Hold |
1,803
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $212K | Buy |
+1,803
| New | +$212K | 0.15% | 62 |
|
|
2018
Q3 | – | Sell |
-2,543
| Closed | -$322K | – | 77 |
|
|
2018
Q2 | $322K | Buy |
2,543
+700
| +38% | +$88.6K | 0.43% | 50 |
|
|
2018
Q1 | $210K | Sell |
1,843
-97
| -5% | -$11.1K | 0.24% | 69 |
|
|
2017
Q4 | $231K | Buy |
+1,940
| New | +$231K | 0.22% | 63 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$224K | – | 98 |
|
|
2014
Q4 | $224K | Hold |
2,000
| – | – | 0.22% | 110 |
|
|
2014
Q3 | $239K | Hold |
2,000
| – | – | 0.41% | 90 |
|
|
2014
Q2 | $261K | Sell |
2,000
-200
| -9% | -$26.1K | 0.28% | 97 |
|
|
2014
Q1 | $262K | Sell |
2,200
-6,655
| -75% | -$793K | 0.26% | 102 |
|
|
2013
Q4 | $1.11M | Hold |
8,855
| – | – | 0.66% | 42 |
|
|
2013
Q3 | $1.08M | Hold |
8,855
| – | – | 0.69% | 42 |
|
|
2013
Q2 | $1.05M | Buy |
+8,855
| New | +$1.05M | 0.67% | 45 |
|