Capital Advisors Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
9,869
-688
| -7% | -$98.5K | 0.22% | 62 |
|
|
2025
Q1 | $1.77M | Sell |
10,557
-5,754
| -35% | -$963K | 0.31% | 53 |
|
|
2024
Q4 | $2.36M | Buy |
16,311
+165
| +1% | +$23.9K | 0.42% | 45 |
|
|
2024
Q3 | $2.38M | Sell |
16,146
-355
| -2% | -$52.3K | 0.44% | 43 |
|
|
2024
Q2 | $2.58M | Buy |
16,501
+1,077
| +7% | +$168K | 0.51% | 39 |
|
|
2024
Q1 | $2.43M | Buy |
15,424
+634
| +4% | +$100K | 0.5% | 38 |
|
|
2023
Q4 | $2.21M | Sell |
14,790
-530
| -3% | -$79.1K | 0.5% | 38 |
|
|
2023
Q3 | $2.58M | Buy |
15,320
+442
| +3% | +$74.5K | 0.67% | 33 |
|
|
2023
Q2 | $2.34M | Buy |
14,878
+579
| +4% | +$91.1K | 0.6% | 37 |
|
|
2023
Q1 | $2.33M | Buy |
14,299
+435
| +3% | +$71K | 0.65% | 36 |
|
|
2022
Q4 | $2.49M | Sell |
13,864
-2,396
| -15% | -$430K | 0.75% | 30 |
|
|
2022
Q3 | $2.34M | Buy |
16,260
+4,768
| +41% | +$685K | 0.78% | 30 |
|
|
2022
Q2 | $1.66M | Buy |
11,492
+2,318
| +25% | +$336K | 0.54% | 33 |
|
|
2022
Q1 | $1.49M | Buy |
9,174
+802
| +10% | +$131K | 0.46% | 40 |
|
|
2021
Q4 | $982K | Buy |
8,372
+889
| +12% | +$104K | 0.3% | 46 |
|
|
2021
Q3 | $759K | Buy |
7,483
+1,019
| +16% | +$103K | 0.27% | 50 |
|
|
2021
Q2 | $677K | Buy |
6,464
+1,243
| +24% | +$130K | 0.25% | 52 |
|
|
2021
Q1 | $547K | Buy |
+5,221
| New | +$547K | 0.24% | 56 |
|