Gibson 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 | $1.82M | Buy |
12,698
+1,450
| +13% | +$208K | 1.35% | 10 |
|
|
2025
Q1 | $1.88M | Hold |
11,248
| – | – | 1.51% | 9 |
|
|
2024
Q4 | $1.63M | Hold |
11,248
| – | – | 1.34% | 11 |
|
|
2024
Q3 | $1.66M | Hold |
11,248
| – | – | 1.35% | 9 |
|
|
2024
Q2 | $1.76M | Buy |
11,248
+76
| +0.7% | +$11.9K | 1.65% | 9 |
|
|
2024
Q1 | $1.76M | Buy |
+11,172
| New | +$1.76M | 1.7% | 9 |
|
|
2022
Q4 | $117M | Buy |
669,186
+658,564
| +6,200% | +$115M | 2.25% | 8 |
|
|
2022
Q3 | $1.53M | Hold |
10,622
| – | – | 1.75% | 8 |
|
|
2022
Q2 | $1.54M | Hold |
10,622
| – | – | 1.71% | 8 |
|
|
2022
Q1 | $1.73M | Hold |
10,622
| – | – | 1.77% | 8 |
|
|
2021
Q4 | $1.25M | Buy |
+10,622
| New | +$1.25M | 1.28% | 8 |
|