Evolution 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 | $218K | Hold |
1,521
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $254K | Sell |
1,521
-70
| -4% | -$11.7K | 0.04% | 127 |
|
|
2024
Q4 | $230K | Buy |
+1,591
| New | +$230K | 0.04% | 129 |
|
|
2021
Q4 | – | Sell |
-306
| Closed | -$31K | – | 269 |
|
|
2021
Q3 | $31K | Hold |
306
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $32K | Hold |
306
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $32K | Hold |
306
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $26K | Sell |
306
-330
| -52% | -$28K | 0.01% | 230 |
|
|
2020
Q3 | $46K | Buy |
636
+367
| +136% | +$26.5K | 0.01% | 187 |
|
|
2020
Q2 | $24K | Buy |
269
+172
| +177% | +$15.3K | 0.01% | 194 |
|
|
2020
Q1 | $7K | Sell |
97
-469
| -83% | -$33.8K | ﹤0.01% | 228 |
|
|
2019
Q4 | $68K | Buy |
566
+451
| +392% | +$54.2K | 0.02% | 130 |
|
|
2019
Q3 | $14K | Sell |
115
-155
| -57% | -$18.9K | 0.01% | 136 |
|
|
2019
Q2 | $34K | Buy |
+270
| New | +$34K | 0.01% | 96 |
|