EWA
EP Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
150,527
+3,492
| +2% | +$500K | 0.14% | 119 |
|
|
2025
Q1 | $24.6M | Buy |
147,035
+18,415
| +14% | +$3.08M | 0.2% | 93 |
|
|
2024
Q4 | $18.6M | Sell |
128,620
-535
| -0.4% | -$77.5K | 0.15% | 108 |
|
|
2024
Q3 | $19M | Buy |
129,155
+18,104
| +16% | +$2.67M | 0.16% | 108 |
|
|
2024
Q2 | $17.4M | Buy |
111,051
+7,967
| +8% | +$1.25M | 0.18% | 97 |
|
|
2024
Q1 | $16.3M | Buy |
103,084
+3,847
| +4% | +$607K | 0.19% | 92 |
|
|
2023
Q4 | $14.8M | Sell |
99,237
-1,457
| -1% | -$217K | 0.19% | 89 |
|
|
2023
Q3 | $17M | Buy |
100,694
+80,618
| +402% | +$13.6M | 0.26% | 77 |
|
|
2023
Q2 | $16.5M | Sell |
20,076
-375,192
| -95% | -$308M | 0.24% | 80 |
|
|
2023
Q1 | $29.4M | Buy |
395,268
+300,007
| +315% | +$22.3M | 0.51% | 50 |
|
|
2022
Q4 | $17.1M | Sell |
95,261
-317
| -0.3% | -$56.9K | 0.31% | 68 |
|
|
2022
Q3 | $13.7M | Buy |
95,578
+28,728
| +43% | +$4.13M | 0.31% | 66 |
|
|
2022
Q2 | $9.68M | Sell |
66,850
-1,626
| -2% | -$235K | 0.22% | 76 |
|
|
2022
Q1 | $11.2M | Sell |
68,476
-7,701
| -10% | -$1.25M | 0.24% | 74 |
|
|
2021
Q4 | $8.94M | Buy |
76,177
+866
| +1% | +$102K | 0.21% | 72 |
|
|
2021
Q3 | $7.64M | Sell |
75,311
-727
| -1% | -$73.8K | 0.21% | 66 |
|
|
2021
Q2 | $7.96M | Sell |
76,038
-6,927
| -8% | -$726K | 0.22% | 74 |
|
|
2021
Q1 | $8.69M | Buy |
82,965
+16,984
| +26% | +$1.78M | 0.28% | 66 |
|
|
2020
Q4 | $5.57M | Buy |
65,981
+11,373
| +21% | +$960K | 0.2% | 69 |
|
|
2020
Q3 | $3.93M | Buy |
54,608
+2,731
| +5% | +$197K | 0.17% | 74 |
|
|
2020
Q2 | $4.63M | Sell |
51,877
-6,256
| -11% | -$558K | 0.2% | 77 |
|
|
2020
Q1 | $4.21M | Sell |
58,133
-2,018
| -3% | -$146K | 0.21% | 80 |
|
|
2019
Q4 | $7.25M | Buy |
60,151
+3,724
| +7% | +$449K | 0.3% | 60 |
|
|
2019
Q3 | $6.69M | Buy |
56,427
+5,059
| +10% | +$600K | 0.33% | 59 |
|
|
2019
Q2 | $6.39M | Buy |
51,368
+2,525
| +5% | +$314K | 0.4% | 44 |
|
|
2019
Q1 | $6.02M | Buy |
48,843
+592
| +1% | +$72.9K | 0.58% | 43 |
|
|
2018
Q4 | $5.25M | Sell |
48,251
-4,982
| -9% | -$542K | 0.4% | 51 |
|
|
2018
Q3 | $6.51M | Buy |
53,233
+4,487
| +9% | +$549K | 0.51% | 43 |
|
|
2018
Q2 | $6.16M | Sell |
48,746
-2,082
| -4% | -$263K | 0.58% | 39 |
|
|
2018
Q1 | $5.8M | Buy |
50,828
+9,688
| +24% | +$1.1M | 0.56% | 42 |
|
|
2017
Q4 | $5.15M | Buy |
41,140
+3,853
| +10% | +$482K | 0.54% | 40 |
|
|
2017
Q3 | $4.38M | Sell |
37,287
-4,789
| -11% | -$563K | 0.51% | 41 |
|
|
2017
Q2 | $4.39M | Buy |
42,076
+9,440
| +29% | +$985K | 0.54% | 40 |
|
|
2017
Q1 | $3.5M | Sell |
32,636
-8,783
| -21% | -$943K | 0.48% | 43 |
|
|
2016
Q4 | $4.81M | Buy |
41,419
+9,201
| +29% | +$1.07M | 0.7% | 42 |
|
|
2016
Q3 | $3.32M | Buy |
32,218
+2,065
| +7% | +$213K | 0.52% | 40 |
|
|
2016
Q2 | $3.16M | Buy |
30,153
+981
| +3% | +$103K | 0.5% | 42 |
|
|
2016
Q1 | $2.78M | Buy |
29,172
+6,673
| +30% | +$637K | 0.43% | 41 |
|
|
2015
Q4 | $2.02M | Sell |
22,499
-1,757
| -7% | -$158K | 0.34% | 53 |
|
|
2015
Q3 | $1.91M | Sell |
24,256
-5,514
| -19% | -$435K | 0.36% | 43 |
|
|
2015
Q2 | $2.87M | Buy |
29,770
+3,403
| +13% | +$328K | 0.54% | 37 |
|
|
2015
Q1 | $2.77M | Sell |
26,367
-5,403
| -17% | -$567K | 0.52% | 39 |
|
|
2014
Q4 | $3.56M | Sell |
31,770
-487
| -2% | -$54.6K | 0.59% | 48 |
|
|
2014
Q3 | $3.85M | Buy |
32,257
+4,304
| +15% | +$514K | 0.62% | 41 |
|
|
2014
Q2 | $3.65M | Sell |
27,953
-3,548
| -11% | -$463K | 0.85% | 37 |
|
|
2014
Q1 | $3.75M | Sell |
31,501
-3,469
| -10% | -$413K | 1.02% | 34 |
|
|
2013
Q4 | $4.37M | Buy |
34,970
+2,496
| +8% | +$312K | 1.13% | 35 |
|
|
2013
Q3 | $3.95M | Sell |
32,474
-530
| -2% | -$64.4K | 1.24% | 33 |
|
|
2013
Q2 | $3.91M | Buy |
+33,004
| New | +$3.91M | 1.41% | 32 |
|