Delos Wealth 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 | $367K | Buy |
2,566
+1
| +0% | +$143 | 0.29% | 43 |
|
|
2025
Q1 | $429K | Buy |
2,565
+208
| +9% | +$34.8K | 0.34% | 43 |
|
|
2024
Q4 | $341K | Hold |
2,357
| – | – | 0.27% | 43 |
|
|
2024
Q3 | $347K | Buy |
2,357
+1,929
| +451% | +$284K | 0.3% | 46 |
|
|
2024
Q2 | $67K | Hold |
428
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $67.5K | Buy |
428
+13
| +3% | +$2.05K | 0.08% | 61 |
|
|
2023
Q4 | $61.9K | Sell |
415
-123
| -23% | -$18.4K | 0.09% | 53 |
|
|
2023
Q3 | $86.6K | Hold |
538
| – | – | 0.1% | 54 |
|
|
2023
Q2 | $84.6K | Buy |
538
+1
| +0.2% | +$157 | 0.11% | 54 |
|
|
2023
Q1 | $87.6K | Hold |
537
| – | – | 0.11% | 52 |
|
|
2022
Q4 | $96.4K | Hold |
537
| – | – | 0.15% | 49 |
|
|
2022
Q3 | $77K | Buy |
537
+1
| +0.2% | +$143 | 0.09% | 48 |
|
|
2022
Q2 | $78K | Sell |
536
-1,874
| -78% | -$273K | 0.09% | 50 |
|
|
2022
Q1 | $392K | Buy |
2,410
+1,874
| +350% | +$305K | 0.39% | 44 |
|
|
2021
Q4 | $63K | Buy |
536
+500
| +1,389% | +$58.8K | 0.06% | 67 |
|
|
2021
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 117 |
|
|
2021
Q2 | $4K | Buy |
+36
| New | +$4K | 0.01% | 114 |
|