Barnes Pettey Financial 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 | $451K | Buy |
3,152
+165
| +6% | +$23.6K | 0.3% | 60 |
|
|
2025
Q1 | $500K | Sell |
2,987
-18
| -0.6% | -$3.01K | 0.39% | 54 |
|
|
2024
Q4 | $435K | Hold |
3,005
| – | – | 0.33% | 53 |
|
|
2024
Q3 | $443K | Sell |
3,005
-18
| -0.6% | -$2.65K | 0.35% | 54 |
|
|
2024
Q2 | $473K | Hold |
3,023
| – | – | 0.41% | 47 |
|
|
2024
Q1 | $477K | Sell |
3,023
-767
| -20% | -$121K | 0.41% | 50 |
|
|
2023
Q4 | $565K | Hold |
3,790
| – | – | 0.46% | 48 |
|
|
2023
Q3 | $639K | Sell |
3,790
-40
| -1% | -$6.75K | 0.59% | 40 |
|
|
2023
Q2 | $603K | Buy |
3,830
+518
| +16% | +$81.5K | 0.52% | 46 |
|
|
2023
Q1 | $540K | Buy |
3,312
+45
| +1% | +$7.34K | 0.52% | 47 |
|
|
2022
Q4 | $586K | Sell |
3,267
-139
| -4% | -$24.9K | 0.6% | 42 |
|
|
2022
Q3 | $489K | Sell |
3,406
-40
| -1% | -$5.74K | 0.67% | 41 |
|
|
2022
Q2 | $499K | Buy |
3,446
+276
| +9% | +$40K | 0.64% | 41 |
|
|
2022
Q1 | $516K | Sell |
3,170
-200
| -6% | -$32.6K | 0.62% | 45 |
|
|
2021
Q4 | $395K | Buy |
+3,370
| New | +$395K | 0.45% | 53 |
|