Financial Synergies 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 | $2.37M | Buy |
16,533
+10,655
| +181% | +$1.53M | 0.26% | 36 |
|
|
2025
Q1 | $983K | Buy |
5,878
+526
| +10% | +$88K | 0.12% | 42 |
|
|
2024
Q4 | $775K | Buy |
5,352
+17
| +0.3% | +$2.46K | 0.1% | 45 |
|
|
2024
Q3 | $786K | Sell |
5,335
-119
| -2% | -$17.5K | 0.1% | 45 |
|
|
2024
Q2 | $853K | Buy |
5,454
+244
| +5% | +$38.2K | 0.11% | 44 |
|
|
2024
Q1 | $822K | Buy |
5,210
+2,425
| +87% | +$382K | 0.11% | 45 |
|
|
2023
Q4 | $500K | Sell |
2,785
-2,636
| -49% | -$473K | 0.08% | 51 |
|
|
2023
Q3 | $914K | Buy |
5,421
+1,781
| +49% | +$300K | 0.13% | 41 |
|
|
2023
Q2 | $573K | Buy |
3,640
+365
| +11% | +$57.4K | 0.08% | 46 |
|
|
2023
Q1 | $534K | Buy |
3,275
+490
| +18% | +$80K | 0.08% | 50 |
|
|
2022
Q4 | $500K | Buy |
2,785
+269
| +11% | +$48.3K | 0.08% | 51 |
|
|
2022
Q3 | $361K | Buy |
2,516
+262
| +12% | +$37.6K | 0.06% | 55 |
|
|
2022
Q2 | $326K | Sell |
2,254
-7,560
| -77% | -$1.09M | 0.05% | 58 |
|
|
2022
Q1 | $1.6M | Buy |
9,814
+10
| +0.1% | +$1.63K | 0.25% | 32 |
|
|
2021
Q4 | $1.15M | Buy |
9,804
+137
| +1% | +$16.1K | 0.16% | 34 |
|
|
2021
Q3 | $981K | Buy |
9,667
+1,032
| +12% | +$105K | 0.13% | 33 |
|
|
2021
Q2 | $904K | Buy |
8,635
+257
| +3% | +$26.9K | 0.12% | 34 |
|
|
2021
Q1 | $878K | Sell |
8,378
-353
| -4% | -$37K | 0.13% | 33 |
|
|
2020
Q4 | $737K | Buy |
8,731
+3,128
| +56% | +$264K | 0.11% | 33 |
|
|
2020
Q3 | $403K | Sell |
5,603
-264
| -4% | -$19K | 0.1% | 46 |
|
|
2020
Q2 | $524K | Sell |
5,867
-1,876
| -24% | -$167K | 0.18% | 32 |
|
|
2020
Q1 | $561K | Buy |
7,743
+2,876
| +59% | +$208K | 0.32% | 20 |
|
|
2019
Q4 | $587K | Buy |
4,867
+124
| +3% | +$14.9K | 0.26% | 20 |
|
|
2019
Q3 | $563K | Buy |
4,743
+45
| +1% | +$5.34K | 0.27% | 20 |
|
|
2019
Q2 | $585K | Buy |
4,698
+112
| +2% | +$13.9K | 0.29% | 20 |
|
|
2019
Q1 | $565K | Buy |
+4,586
| New | +$565K | 0.3% | 20 |
|