Bellwether 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 | $65.6K | Buy |
458
+51
| +13% | +$7.3K | 0.01% | 198 |
|
|
2025
Q1 | $68.1K | Buy |
407
+58
| +17% | +$9.7K | 0.01% | 197 |
|
|
2024
Q4 | $50.5K | Buy |
+349
| New | +$50.5K | 0.01% | 233 |
|
|
2023
Q2 | – | Sell |
-77
| Closed | -$12.6K | – | 170 |
|
|
2023
Q1 | $12.6K | Sell |
77
-3
| -4% | -$489 | ﹤0.01% | 264 |
|
|
2022
Q4 | $14.4K | Buy |
80
+3
| +4% | +$538 | ﹤0.01% | 257 |
|
|
2022
Q3 | $11K | Buy |
77
+75
| +3,750% | +$10.7K | ﹤0.01% | 253 |
|
|
2022
Q2 | $0 | Sell |
2
-253
| -99% | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $41K | Hold |
255
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $29K | Hold |
255
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $25K | Buy |
+255
| New | +$25K | 0.01% | 231 |
|
|
2021
Q2 | – | Sell |
-186
| Closed | -$19K | – | 435 |
|
|
2021
Q1 | $19K | Buy |
+186
| New | +$19K | 0.01% | 204 |
|