Compton Wealth 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 | $1.93M | Sell |
13,487
-45
| -0.3% | -$6.44K | 0.49% | 39 |
|
|
2025
Q1 | $2.26M | Sell |
13,532
-1,659
| -11% | -$278K | 0.63% | 32 |
|
|
2024
Q4 | $2.2M | Buy |
15,191
+34
| +0.2% | +$4.93K | 0.57% | 38 |
|
|
2024
Q3 | $2.23M | Buy |
15,157
+572
| +4% | +$84.2K | 0.56% | 39 |
|
|
2024
Q2 | $2.28M | Buy |
14,585
+1,259
| +9% | +$197K | 0.61% | 35 |
|
|
2024
Q1 | $2.1M | Buy |
13,326
+287
| +2% | +$45.3K | 0.58% | 38 |
|
|
2023
Q4 | $1.94M | Buy |
13,039
+1,614
| +14% | +$241K | 0.61% | 33 |
|
|
2023
Q3 | $1.93M | Hold |
11,425
| – | – | 0.66% | 30 |
|
|
2023
Q2 | $1.8M | Sell |
11,425
-61
| -0.5% | -$9.6K | 0.6% | 34 |
|
|
2023
Q1 | $1.87M | Sell |
11,486
-60
| -0.5% | -$9.79K | 0.65% | 31 |
|
|
2022
Q4 | $2.07M | Sell |
11,546
-621
| -5% | -$111K | 0.81% | 29 |
|
|
2022
Q3 | $1.75M | Sell |
12,167
-78
| -0.6% | -$11.2K | 0.74% | 27 |
|
|
2022
Q2 | $1.77M | Sell |
12,245
-430
| -3% | -$62.3K | 0.76% | 30 |
|
|
2022
Q1 | $2.06M | Buy |
12,675
+468
| +4% | +$76.2K | 0.8% | 30 |
|
|
2021
Q4 | $1.43M | Buy |
12,207
+55
| +0.5% | +$6.46K | 0.61% | 39 |
|
|
2021
Q3 | $1.23M | Buy |
12,152
+153
| +1% | +$15.5K | 0.58% | 41 |
|
|
2021
Q2 | $1.26M | Buy |
11,999
+54
| +0.5% | +$5.66K | 0.59% | 41 |
|
|
2021
Q1 | $1.25M | Buy |
11,945
+767
| +7% | +$80.4K | 0.72% | 37 |
|
|
2020
Q4 | $944K | Buy |
11,178
+549
| +5% | +$46.4K | 0.59% | 38 |
|
|
2020
Q3 | $765K | Buy |
10,629
+457
| +4% | +$32.9K | 0.57% | 45 |
|
|
2020
Q2 | $908K | Sell |
10,172
-879
| -8% | -$78.5K | 0.97% | 33 |
|
|
2020
Q1 | $801K | Sell |
11,051
-803
| -7% | -$58.2K | 1.04% | 35 |
|
|
2019
Q4 | $1.43M | Sell |
11,854
-18
| -0.2% | -$2.17K | 1.26% | 25 |
|
|
2019
Q3 | $1.41M | Buy |
11,872
+249
| +2% | +$29.5K | 0.77% | 24 |
|
|
2019
Q2 | $1.45M | Buy |
11,623
+1
| +0% | +$124 | 0.74% | 23 |
|
|
2019
Q1 | $1.43M | Hold |
11,622
| – | – | 0.76% | 22 |
|
|
2018
Q4 | $1.26M | Buy |
+11,622
| New | +$1.26M | 0.65% | 25 |
|