GPS Wealth Strategies Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
4,661
-148
| -3% | -$21.2K | 0.08% | 150 |
|
|
2025
Q1 | $805K | Sell |
4,809
-895
| -16% | -$150K | 0.11% | 124 |
|
|
2024
Q4 | $826K | Sell |
5,704
-582
| -9% | -$84.3K | 0.11% | 118 |
|
|
2024
Q3 | $926K | Buy |
6,286
+128
| +2% | +$18.9K | 0.12% | 122 |
|
|
2024
Q2 | $963K | Buy |
6,158
+188
| +3% | +$29.4K | 0.14% | 106 |
|
|
2024
Q1 | $942K | Sell |
5,970
-131
| -2% | -$20.7K | 0.15% | 104 |
|
|
2023
Q4 | $910K | Sell |
6,101
-299
| -5% | -$44.6K | 0.17% | 100 |
|
|
2023
Q3 | $1.08M | Buy |
6,400
+83
| +1% | +$14K | 0.21% | 91 |
|
|
2023
Q2 | $994K | Sell |
6,317
-85
| -1% | -$13.4K | 0.19% | 98 |
|
|
2023
Q1 | $1.04M | Buy |
+6,402
| New | +$1.04M | 0.22% | 86 |
|
|
2022
Q4 | – | Sell |
-5,472
| Closed | -$786K | – | 332 |
|
|
2022
Q3 | $786K | Buy |
5,472
+186
| +4% | +$26.7K | 0.2% | 88 |
|
|
2022
Q2 | $765K | Buy |
5,286
+333
| +7% | +$48.2K | 0.2% | 85 |
|
|
2022
Q1 | $807K | Buy |
4,953
+1,529
| +45% | +$249K | 0.18% | 74 |
|
|
2021
Q4 | $402K | Buy |
3,424
+506
| +17% | +$59.4K | 0.09% | 143 |
|
|
2021
Q3 | $296K | Sell |
2,918
-218
| -7% | -$22.1K | 0.07% | 158 |
|
|
2021
Q2 | $329K | Sell |
3,136
-194
| -6% | -$20.4K | 0.08% | 151 |
|
|
2021
Q1 | $348K | Sell |
3,330
-586
| -15% | -$61.2K | 0.1% | 130 |
|
|
2020
Q4 | $331K | Sell |
3,916
-276
| -7% | -$23.3K | 0.12% | 123 |
|
|
2020
Q3 | $302K | Buy |
+4,192
| New | +$302K | 0.12% | 115 |
|