CWS Financial 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 | $920K | Buy |
6,426
+12
| +0.2% | +$1.72K | 0.27% | 48 |
|
|
2025
Q1 | $1.07M | Buy |
6,414
+250
| +4% | +$41.8K | 0.34% | 42 |
|
|
2024
Q4 | $893K | Buy |
6,164
+1,093
| +22% | +$158K | 0.29% | 41 |
|
|
2024
Q3 | $747K | Buy |
5,071
+790
| +18% | +$116K | 0.26% | 44 |
|
|
2024
Q2 | $670K | Sell |
4,281
-1,271
| -23% | -$199K | 0.26% | 42 |
|
|
2024
Q1 | $876K | Sell |
5,552
-6,855
| -55% | -$1.08M | 0.36% | 29 |
|
|
2023
Q4 | $1.85M | Sell |
12,407
-663
| -5% | -$98.9K | 0.69% | 20 |
|
|
2023
Q3 | $2.2M | Buy |
13,070
+106
| +0.8% | +$17.9K | 0.88% | 17 |
|
|
2023
Q2 | $2.04M | Buy |
12,964
+244
| +2% | +$38.4K | 0.77% | 20 |
|
|
2023
Q1 | $2.08M | Sell |
12,720
-4,555
| -26% | -$743K | 0.83% | 20 |
|
|
2022
Q4 | $1.81M | Buy |
17,275
+4,651
| +37% | +$487K | 0.78% | 13 |
|
|
2022
Q3 | $1.81M | Sell |
12,624
-130
| -1% | -$18.7K | 0.87% | 18 |
|
|
2022
Q2 | $1.85M | Sell |
12,754
-4,557
| -26% | -$660K | 0.84% | 19 |
|
|
2022
Q1 | $2.82M | Sell |
17,311
-321
| -2% | -$52.3K | 1.06% | 11 |
|
|
2021
Q4 | $2.07M | Buy |
+17,632
| New | +$2.07M | 0.73% | 18 |
|
|
2021
Q2 | $1.83M | Buy |
17,426
+151
| +0.9% | +$15.8K | 0.73% | 15 |
|
|
2021
Q1 | $1.81M | Sell |
17,275
-352
| -2% | -$36.9K | 0.78% | 13 |
|
|
2020
Q4 | $1.49M | Sell |
17,627
-422
| -2% | -$35.6K | 0.87% | 11 |
|
|
2020
Q3 | $1.3M | Sell |
18,049
-1,777
| -9% | -$128K | 0.86% | 11 |
|
|
2020
Q2 | $1.77M | Buy |
19,826
+550
| +3% | +$49.1K | 1.28% | 7 |
|
|
2020
Q1 | $2.32M | Hold |
19,276
| – | – | 1.72% | 5 |
|
|
2019
Q4 | $2.32M | Buy |
+19,276
| New | +$2.32M | 1.69% | 5 |
|