Garrett Wealth Advisory Group’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.22M	Buy	15,544 +2,867	+23%	+$523K	0.57%	24
2025 Q4	$1.93M	Buy	12,677 +22	+0.2%	+$3.35K	0.37%	24
2025 Q3	$1.97M	Sell	12,655 -577	-4%	-$89.4K	0.38%	24
2025 Q2	$1.89M	Sell	13,232 -988	-7%	-$139K	0.4%	23
2025 Q1	$2.38M	Buy	14,220 +1,290	+10%	+$202K	0.53%	21
2024 Q4	$1.87M	Sell	12,930 -4,389	-25%	-$672K	0.43%	23
2024 Q3	$2.55M	Buy	17,319 +9,399	+119%	+$1.4M	0.63%	19
2024 Q2	$1.24M	Buy	7,920 +5,770	+268%	+$920K	0.45%	25
2024 Q1	$339K	Buy	2,150 +10	+0.5%	+$1.51K	0.14%	51
2023 Q4	$319K	Buy	2,140 +10	+0.5%	+$1.51K	0.13%	47
2023 Q3	$359K	Buy	2,130 +79	+4%	+$12.8K	0.16%	39
2023 Q2	$323K	Buy	2,051 +242	+13%	+$38.8K	0.14%	42
2023 Q1	$295K	Buy	1,809 +9	+0.5%	+$1.51K	0.14%	39
2022 Q4	$323K	Buy	1,800 +78	+5%	+$13.6K	0.17%	34
2022 Q3	$247K	Buy	1,722 +30	+2%	+$4.58K	0.14%	38
2022 Q2	$245K	Sell	1,692 -58	-3%	-$9.59K	0.13%	42
2022 Q1	$285K	Buy	1,750 +9	+0.5%	+$1.29K	0.15%	48
2021 Q4	$204K	Buy	+1,741	New	+$198K	0.1%	60
2021 Q3	–	Sell	-1,936	Closed	-$203K	–	55
2021 Q2	$203K	Sell	1,936 -23	-1%	-$2.43K	0.13%	48
2021 Q1	$205K	Buy	+1,959	New	+$191K	0.15%	48
2020 Q1	–	Sell	-2,132	Closed	-$259K	–	41
2019 Q4	$259K	Buy	2,132 +9	+0.4%	+$1.06K	0.19%	42
2019 Q3	$252K	Sell	2,123 -150	-7%	-$18.2K	0.18%	44
2019 Q2	$283K	Sell	2,273 -262	-10%	-$31.7K	0.23%	40
2019 Q1	$312K	Sell	2,535 -4	-0.2%	-$473	0.26%	39
2018 Q4	$278K	Buy	+2,539	New	+$294K	0.25%	35