Core Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,266
| Closed | -$212K | – | 74 |
|
|
2025
Q1 | $212K | Buy |
+1,266
| New | +$212K | 0.07% | 64 |
|
|
2024
Q3 | – | Sell |
-1,279
| Closed | -$200K | – | 59 |
|
|
2024
Q2 | $200K | Buy |
1,279
+89
| +7% | +$13.9K | 0.07% | 55 |
|
|
2024
Q1 | $188K | Hold |
1,190
| – | – | 0.06% | 55 |
|
|
2023
Q4 | $178K | Buy |
1,190
+1,019
| +596% | +$152K | 0.07% | 51 |
|
|
2023
Q3 | $28.8K | Sell |
171
-12,065
| -99% | -$2.03M | 0.01% | 98 |
|
|
2023
Q2 | $1.93M | Buy |
12,236
+750
| +7% | +$118K | 0.77% | 17 |
|
|
2023
Q1 | $1.87M | Buy |
11,486
+3,028
| +36% | +$494K | 0.75% | 19 |
|
|
2022
Q4 | $1.52M | Buy |
+8,458
| New | +$1.52M | 0.66% | 18 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$59K | – | 203 |
|
|
2021
Q4 | $59K | Buy |
+500
| New | +$59K | 0.04% | 79 |
|
|
2020
Q2 | – | Sell |
-530
| Closed | -$38K | – | 134 |
|
|
2020
Q1 | $38K | Buy |
530
+11
| +2% | +$789 | 0.03% | 57 |
|
|
2019
Q4 | $63K | Buy |
+519
| New | +$63K | 0.04% | 46 |
|