CWS
Cypress Wealth Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
9,594
-72
| -0.7% | -$10.3K | 0.25% | 79 |
|
|
2025
Q1 | $1.62M | Buy |
9,666
+37
| +0.4% | +$6.19K | 0.33% | 62 |
|
|
2024
Q4 | $1.39M | Sell |
9,629
-1,072
| -10% | -$155K | 0.28% | 69 |
|
|
2024
Q3 | $1.58M | Buy |
10,701
+1,241
| +13% | +$183K | 0.33% | 61 |
|
|
2024
Q2 | $1.48M | Sell |
9,460
-271
| -3% | -$42.4K | 0.33% | 63 |
|
|
2024
Q1 | $1.54M | Buy |
9,731
+767
| +9% | +$121K | 0.36% | 61 |
|
|
2023
Q4 | $1.34M | Sell |
8,964
-11
| -0.1% | -$1.64K | 0.33% | 62 |
|
|
2023
Q3 | $1.51M | Buy |
8,975
+34
| +0.4% | +$5.73K | 0.42% | 51 |
|
|
2023
Q2 | $1.37M | Buy |
8,941
+238
| +3% | +$36.5K | 0.36% | 59 |
|
|
2023
Q1 | $1.42M | Sell |
8,703
-109
| -1% | -$17.8K | 0.42% | 57 |
|
|
2022
Q4 | $1.58M | Buy |
8,812
+22
| +0.3% | +$3.95K | 0.51% | 50 |
|
|
2022
Q3 | $1.41M | Buy |
8,790
+651
| +8% | +$104K | 0.48% | 50 |
|
|
2022
Q2 | $1.18M | Buy |
8,139
+383
| +5% | +$55.4K | 0.38% | 62 |
|
|
2022
Q1 | $1.26M | Sell |
7,756
-419
| -5% | -$68.2K | 0.34% | 57 |
|
|
2021
Q4 | $959K | Sell |
8,175
-190
| -2% | -$22.3K | 0.26% | 71 |
|
|
2021
Q3 | $849K | Sell |
8,365
-1,449
| -15% | -$147K | 0.25% | 71 |
|
|
2021
Q2 | $1.03M | Buy |
9,814
+2,999
| +44% | +$314K | 0.28% | 70 |
|
|
2021
Q1 | $714K | Sell |
6,815
-28
| -0.4% | -$2.93K | 0.15% | 114 |
|
|
2020
Q4 | $578K | Buy |
+6,843
| New | +$578K | 0.13% | 127 |
|
|
2020
Q3 | – | Sell |
-8,473
| Closed | -$756K | – | 45 |
|
|
2020
Q2 | $756K | Sell |
8,473
-82
| -1% | -$7.32K | 0.18% | 109 |
|
|
2020
Q1 | $620K | Sell |
8,555
-20,747
| -71% | -$1.5M | 0.18% | 113 |
|
|
2019
Q4 | $3.53M | Sell |
29,302
-423
| -1% | -$51K | 0.89% | 32 |
|
|
2019
Q3 | $3.53M | Sell |
29,725
-359
| -1% | -$42.6K | 0.97% | 28 |
|
|
2019
Q2 | $3.74M | Buy |
30,084
+138
| +0.5% | +$17.2K | 1.08% | 24 |
|
|
2019
Q1 | $3.69M | Sell |
29,946
-548
| -2% | -$67.5K | 1.17% | 26 |
|
|
2018
Q4 | $3.32M | Sell |
30,494
-3,258
| -10% | -$354K | 1.32% | 22 |
|
|
2018
Q3 | $4.13M | Buy |
33,752
+1,230
| +4% | +$150K | 1.48% | 20 |
|
|
2018
Q2 | $4.11M | Buy |
32,522
+567
| +2% | +$71.7K | 1.56% | 18 |
|
|
2018
Q1 | $3.64M | Sell |
31,955
-648
| -2% | -$73.9K | 1.55% | 21 |
|
|
2017
Q4 | $4.08M | Buy |
+32,603
| New | +$4.08M | 1.7% | 18 |
|