Centennial Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
6,602
+2,422
| +58% | +$347K | 0.3% | 49 |
|
|
2025
Q1 | $700K | Buy |
4,180
+232
| +6% | +$38.8K | 0.25% | 48 |
|
|
2024
Q4 | $572K | Sell |
3,948
-1,505
| -28% | -$218K | 0.22% | 56 |
|
|
2024
Q3 | $803K | Buy |
5,453
+299
| +6% | +$44K | 0.31% | 32 |
|
|
2024
Q2 | $806K | Sell |
5,154
-603
| -10% | -$94.3K | 0.35% | 38 |
|
|
2024
Q1 | $908K | Buy |
5,757
+124
| +2% | +$19.6K | 0.42% | 39 |
|
|
2023
Q4 | $840K | Sell |
5,633
-66
| -1% | -$9.84K | 0.43% | 38 |
|
|
2023
Q3 | $961K | Sell |
5,699
-26
| -0.5% | -$4.38K | 0.52% | 42 |
|
|
2023
Q2 | $901K | Sell |
5,725
-1,929
| -25% | -$304K | 0.47% | 41 |
|
|
2023
Q1 | $1.25M | Buy |
7,654
+1,572
| +26% | +$256K | 0.66% | 36 |
|
|
2022
Q4 | $1.09M | Buy |
6,082
+1,904
| +46% | +$342K | 0.61% | 37 |
|
|
2022
Q3 | $600K | Sell |
4,178
-919
| -18% | -$132K | 0.35% | 40 |
|
|
2022
Q2 | $738K | Buy |
5,097
+2,994
| +142% | +$434K | 0.41% | 44 |
|
|
2022
Q1 | $342K | Buy |
2,103
+121
| +6% | +$19.7K | 0.19% | 62 |
|
|
2021
Q4 | $233K | Buy |
+1,982
| New | +$233K | 0.13% | 79 |
|