Clarity 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 | $597K | Buy |
4,170
+69
| +2% | +$9.88K | 0.15% | 56 |
|
|
2025
Q1 | $686K | Buy |
4,101
+57
| +1% | +$9.54K | 0.19% | 48 |
|
|
2024
Q4 | $586K | Buy |
4,044
+1
| +0% | +$145 | 0.16% | 52 |
|
|
2024
Q3 | $595K | Sell |
4,043
-32
| -0.8% | -$4.71K | 0.17% | 49 |
|
|
2024
Q2 | $637K | Sell |
4,075
-120
| -3% | -$18.8K | 0.21% | 44 |
|
|
2024
Q1 | $662K | Buy |
4,195
+119
| +3% | +$18.8K | 0.22% | 43 |
|
|
2023
Q4 | $608K | Buy |
4,076
+2
| +0% | +$298 | 0.23% | 44 |
|
|
2023
Q3 | $687K | Buy |
4,074
+1
| +0% | +$169 | 0.31% | 38 |
|
|
2023
Q2 | $641K | Buy |
4,073
+34
| +0.8% | +$5.35K | 0.29% | 40 |
|
|
2023
Q1 | $659K | Sell |
4,039
-17
| -0.4% | -$2.77K | 0.34% | 38 |
|
|
2022
Q4 | $728K | Sell |
4,056
-495
| -11% | -$88.9K | 0.42% | 34 |
|
|
2022
Q3 | $653K | Sell |
4,551
-164
| -3% | -$23.5K | 0.39% | 36 |
|
|
2022
Q2 | $682K | Buy |
4,715
+180
| +4% | +$26K | 0.39% | 36 |
|
|
2022
Q1 | $738K | Buy |
+4,535
| New | +$738K | 0.35% | 37 |
|