Good Life 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 | $1.84M | Buy |
12,838
+1,377
| +12% | +$197K | 0.11% | 151 |
|
|
2025
Q1 | $1.92M | Sell |
11,461
-2,606
| -19% | -$436K | 0.14% | 133 |
|
|
2024
Q4 | $2.04M | Sell |
14,067
-17,731
| -56% | -$2.57M | 0.15% | 130 |
|
|
2024
Q3 | $4.68M | Buy |
31,798
+17,732
| +126% | +$2.61M | 0.29% | 73 |
|
|
2024
Q2 | $2.2M | Sell |
14,066
-11,618
| -45% | -$1.82M | 0.18% | 104 |
|
|
2024
Q1 | $4.05M | Buy |
25,684
+766
| +3% | +$121K | 0.36% | 56 |
|
|
2023
Q4 | $3.72M | Sell |
24,918
-221
| -0.9% | -$33K | 0.37% | 55 |
|
|
2023
Q3 | $4.24M | Buy |
25,139
+11,223
| +81% | +$1.89M | 0.49% | 47 |
|
|
2023
Q2 | $2.19M | Sell |
13,916
-14,527
| -51% | -$2.29M | 0.25% | 83 |
|
|
2023
Q1 | $4.64M | Buy |
28,443
+408
| +1% | +$66.6K | 0.59% | 43 |
|
|
2022
Q4 | $5.03M | Sell |
28,035
-19
| -0.1% | -$3.41K | 0.7% | 39 |
|
|
2022
Q3 | $4.03M | Buy |
28,054
+719
| +3% | +$103K | 0.59% | 45 |
|
|
2022
Q2 | $3.96M | Sell |
27,335
-387
| -1% | -$56K | 0.55% | 46 |
|
|
2022
Q1 | $4.51M | Buy |
27,722
+15,281
| +123% | +$2.49M | 0.56% | 43 |
|
|
2021
Q4 | $1.46M | Sell |
12,441
-216
| -2% | -$25.3K | 0.18% | 99 |
|
|
2021
Q3 | $1.28M | Buy |
12,657
+1,097
| +9% | +$111K | 0.17% | 105 |
|
|
2021
Q2 | $1.21M | Buy |
11,560
+2,002
| +21% | +$210K | 0.23% | 80 |
|
|
2021
Q1 | $999K | Buy |
9,558
+405
| +4% | +$42.3K | 0.2% | 94 |
|
|
2020
Q4 | $773K | Sell |
9,153
-240
| -3% | -$20.3K | 0.18% | 100 |
|
|
2020
Q3 | $678K | Buy |
9,393
+382
| +4% | +$27.6K | 0.18% | 100 |
|
|
2020
Q2 | $801K | Sell |
9,011
-171
| -2% | -$15.2K | 0.24% | 80 |
|
|
2020
Q1 | $664K | Buy |
9,182
+1,821
| +25% | +$132K | 0.24% | 87 |
|
|
2019
Q4 | $887K | Buy |
7,361
+33
| +0.5% | +$3.98K | 0.25% | 76 |
|
|
2019
Q3 | $873K | Buy |
7,328
+270
| +4% | +$32.2K | 0.27% | 68 |
|
|
2019
Q2 | $880K | Buy |
7,058
+533
| +8% | +$66.5K | 0.25% | 68 |
|
|
2019
Q1 | $805K | Sell |
6,525
-1,414
| -18% | -$174K | 0.24% | 74 |
|
|
2018
Q4 | $864K | Sell |
7,939
-282
| -3% | -$30.7K | 0.28% | 67 |
|
|
2018
Q3 | $1.01M | Buy |
8,221
+259
| +3% | +$31.7K | 0.29% | 64 |
|
|
2018
Q2 | $1.01M | Sell |
7,962
-323
| -4% | -$40.9K | 0.32% | 56 |
|
|
2018
Q1 | $930K | Sell |
8,285
-4
| -0% | -$449 | 0.32% | 55 |
|
|
2017
Q4 | $1.07M | Buy |
8,289
+62
| +0.8% | +$7.97K | 0.33% | 56 |
|
|
2017
Q3 | $970K | Sell |
8,227
-87
| -1% | -$10.3K | 0.37% | 54 |
|
|
2017
Q2 | $859K | Sell |
8,314
-50
| -0.6% | -$5.17K | 0.38% | 55 |
|
|
2017
Q1 | $910K | Buy |
8,364
+802
| +11% | +$87.3K | 0.44% | 46 |
|
|
2016
Q4 | $881K | Buy |
+7,562
| New | +$881K | 0.51% | 37 |
|