Golden State Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
7,747
-88
| -1% | -$12.6K | 0.14% | 133 |
|
|
2025
Q1 | $1.31M | Buy |
7,835
+239
| +3% | +$40K | 0.19% | 96 |
|
|
2024
Q4 | $1.1M | Buy |
+7,596
| New | +$1.1M | 0.16% | 107 |
|
|
2022
Q1 | $949K | Sell |
5,828
-3,431
| -37% | -$559K | 0.19% | 109 |
|
|
2021
Q4 | $1.09M | Buy |
9,259
+2,384
| +35% | +$280K | 0.19% | 117 |
|
|
2021
Q3 | $698K | Sell |
6,875
-48
| -0.7% | -$4.87K | 0.15% | 129 |
|
|
2021
Q2 | $725K | Sell |
6,923
-365
| -5% | -$38.2K | 0.16% | 121 |
|
|
2021
Q1 | $763K | Sell |
7,288
-473
| -6% | -$49.5K | 0.25% | 71 |
|
|
2020
Q4 | $655K | Buy |
7,761
+1,675
| +28% | +$141K | 0.19% | 105 |
|
|
2020
Q3 | $438K | Sell |
6,086
-2,447
| -29% | -$176K | 0.15% | 108 |
|
|
2020
Q2 | $761K | Buy |
8,533
+2,773
| +48% | +$247K | 0.24% | 68 |
|
|
2020
Q1 | $417K | Buy |
5,760
+3,106
| +117% | +$225K | 0.18% | 82 |
|
|
2019
Q4 | $320K | Sell |
2,654
-4,969
| -65% | -$599K | 0.06% | 38 |
|
|
2019
Q3 | $904K | Buy |
7,623
+868
| +13% | +$103K | 0.3% | 67 |
|
|
2019
Q2 | $840K | Buy |
6,755
+410
| +6% | +$51K | 0.27% | 75 |
|
|
2019
Q1 | $782K | Buy |
+6,345
| New | +$782K | 0.26% | 79 |
|