Carolina 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
Q2 | – | Sell |
-46
| Closed | -$7.7K | – | 284 |
|
|
2025
Q1 | $7.7K | Hold |
46
| – | – | ﹤0.01% | 151 |
|
|
2024
Q4 | $6.66K | Sell |
46
-239
| -84% | -$34.6K | ﹤0.01% | 169 |
|
|
2024
Q3 | $42K | Buy |
285
+46
| +19% | +$6.77K | 0.02% | 125 |
|
|
2024
Q2 | $37.4K | Sell |
239
-14
| -6% | -$2.19K | 0.02% | 104 |
|
|
2024
Q1 | $39.9K | Hold |
253
| – | – | 0.02% | 111 |
|
|
2023
Q4 | $37.7K | Hold |
253
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $42.7K | Hold |
253
| – | – | 0.02% | 127 |
|
|
2023
Q2 | $39.8K | Hold |
253
| – | – | 0.02% | 112 |
|
|
2023
Q1 | $41.3K | Hold |
253
| – | – | 0.02% | 115 |
|
|
2022
Q4 | $45K | Buy |
253
+14
| +6% | +$2.49K | 0.03% | 103 |
|
|
2022
Q3 | $34K | Hold |
239
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $35K | Hold |
239
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $39K | Hold |
239
| – | – | 0.02% | 132 |
|
|
2021
Q4 | $28K | Hold |
239
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $24K | Hold |
239
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $25K | Hold |
239
| – | – | 0.02% | 155 |
|
|
2021
Q1 | $25K | Sell |
239
-35
| -13% | -$3.66K | 0.02% | 161 |
|
|
2020
Q4 | $23K | Hold |
274
| – | – | 0.02% | 111 |
|
|
2020
Q3 | $20K | Hold |
274
| – | – | 0.02% | 101 |
|
|
2020
Q2 | $24K | Sell |
274
-30
| -10% | -$2.63K | 0.02% | 80 |
|
|
2020
Q1 | $22K | Buy |
+304
| New | +$22K | 0.03% | 69 |
|