Client 1st Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
3,755
-796
| -17% | -$114K | 0.2% | 63 |
|
|
2025
Q1 | $761K | Buy |
4,551
+4
| +0.1% | +$669 | 0.3% | 45 |
|
|
2024
Q4 | $659K | Buy |
4,547
+348
| +8% | +$50.4K | 0.25% | 50 |
|
|
2024
Q3 | $618K | Buy |
4,199
+611
| +17% | +$90K | 0.25% | 48 |
|
|
2024
Q2 | $561K | Buy |
3,588
+1,657
| +86% | +$259K | 0.24% | 51 |
|
|
2024
Q1 | $305K | Sell |
1,931
-125
| -6% | -$19.7K | 0.14% | 85 |
|
|
2023
Q4 | $307K | Sell |
2,056
-1,462
| -42% | -$218K | 0.15% | 77 |
|
|
2023
Q3 | $593K | Sell |
3,518
-20
| -0.6% | -$3.37K | 0.31% | 45 |
|
|
2023
Q2 | $557K | Buy |
3,538
+20
| +0.6% | +$3.15K | 0.29% | 46 |
|
|
2023
Q1 | $574K | Buy |
3,518
+668
| +23% | +$109K | 0.31% | 42 |
|
|
2022
Q4 | $512K | Sell |
2,850
-706
| -20% | -$127K | 0.3% | 46 |
|
|
2022
Q3 | $511K | Buy |
3,556
+252
| +8% | +$36.2K | 0.32% | 41 |
|
|
2022
Q2 | $478K | Hold |
3,304
| – | – | 0.28% | 40 |
|
|
2022
Q1 | $538K | Buy |
3,304
+1,491
| +82% | +$243K | 0.26% | 45 |
|
|
2021
Q4 | $213K | Buy |
+1,813
| New | +$213K | 0.1% | 73 |
|
|
2021
Q2 | – | Sell |
-1,958
| Closed | -$205K | – | 75 |
|
|
2021
Q1 | $205K | Buy |
+1,958
| New | +$205K | 0.12% | 65 |
|