Ballew Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
4,826
+16
| +0.3% | +$2.37K | 0.43% | 52 |
|
|
2025
Q1 | $652K | Sell |
4,810
-26
| -0.5% | -$3.53K | 0.44% | 56 |
|
|
2024
Q4 | $751K | Buy |
4,836
+14
| +0.3% | +$2.18K | 0.48% | 50 |
|
|
2024
Q3 | $722K | Buy |
4,822
+183
| +4% | +$27.4K | 0.48% | 51 |
|
|
2024
Q2 | $733K | Sell |
4,639
-11
| -0.2% | -$1.74K | 0.49% | 54 |
|
|
2024
Q1 | $756K | Buy |
4,650
+13
| +0.3% | +$2.12K | 0.52% | 50 |
|
|
2023
Q4 | $666K | Buy |
4,637
+24
| +0.5% | +$3.45K | 0.5% | 51 |
|
|
2023
Q3 | $752K | Buy |
4,613
+10
| +0.2% | +$1.63K | 0.62% | 47 |
|
|
2023
Q2 | $728K | Hold |
4,603
| – | – | 0.53% | 53 |
|
|
2023
Q1 | $713K | Buy |
4,603
+52
| +1% | +$8.06K | 0.52% | 54 |
|
|
2022
Q4 | $806K | Sell |
4,551
-31
| -0.7% | -$5.49K | 0.62% | 44 |
|
|
2022
Q3 | $720K | Buy |
4,582
+1,952
| +74% | +$307K | 0.65% | 44 |
|
|
2022
Q2 | $357K | Sell |
2,630
-72
| -3% | -$9.77K | 0.33% | 65 |
|
|
2022
Q1 | $464K | Buy |
2,702
+824
| +44% | +$142K | 0.35% | 65 |
|
|
2021
Q4 | $242K | Sell |
1,878
-48
| -2% | -$6.19K | 0.17% | 95 |
|
|
2021
Q3 | $208K | Buy |
+1,926
| New | +$208K | 0.15% | 102 |
|
|
2020
Q3 | – | Sell |
-5,939
| Closed | -$513K | – | 94 |
|
|
2020
Q2 | $513K | Buy |
+5,939
| New | +$513K | 0.5% | 41 |
|
|
2019
Q3 | – | Sell |
-1,859
| Closed | -$234K | – | 90 |
|
|
2019
Q2 | $234K | Buy |
1,859
+3
| +0.2% | +$378 | 0.21% | 82 |
|
|
2019
Q1 | $220K | Buy |
1,856
+103
| +6% | +$12.2K | 0.2% | 85 |
|
|
2018
Q4 | $206K | Buy |
1,753
+4
| +0.2% | +$470 | 0.19% | 86 |
|
|
2018
Q3 | $195K | Sell |
1,749
-80
| -4% | -$8.92K | 0.18% | 87 |
|
|
2018
Q2 | $231K | Buy |
1,829
+69
| +4% | +$8.72K | 0.26% | 76 |
|
|
2018
Q1 | $201K | Buy |
1,760
+3
| +0.2% | +$343 | 0.18% | 91 |
|
|
2017
Q4 | $220K | Buy |
+1,757
| New | +$220K | 0.22% | 91 |
|