Guardian Wealth Advisors (North Carolina)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
7,930
+406
| +5% | +$58.1K | 0.08% | 125 |
|
|
2025
Q1 | $1.26M | Buy |
7,524
+64
| +0.9% | +$10.7K | 0.1% | 111 |
|
|
2024
Q4 | $1.08M | Buy |
7,460
+1,081
| +17% | +$157K | 0.09% | 122 |
|
|
2024
Q3 | $939K | Sell |
6,379
-289
| -4% | -$42.6K | 0.1% | 106 |
|
|
2024
Q2 | $1.04M | Buy |
6,668
+116
| +2% | +$18.1K | 0.12% | 94 |
|
|
2024
Q1 | $1.03M | Sell |
6,552
-54
| -0.8% | -$8.52K | 0.13% | 97 |
|
|
2023
Q4 | $985K | Sell |
6,606
-364
| -5% | -$54.3K | 0.15% | 85 |
|
|
2023
Q3 | $1.18M | Buy |
6,970
+60
| +0.9% | +$10.1K | 0.2% | 72 |
|
|
2023
Q2 | $1.09M | Buy |
6,910
+197
| +3% | +$31K | 0.19% | 73 |
|
|
2023
Q1 | $1.1M | Sell |
6,713
-36
| -0.5% | -$5.87K | 0.19% | 69 |
|
|
2022
Q4 | $1.21M | Sell |
6,749
-116
| -2% | -$20.8K | 0.23% | 56 |
|
|
2022
Q3 | $986K | Buy |
6,865
+414
| +6% | +$59.5K | 0.18% | 64 |
|
|
2022
Q2 | $934K | Buy |
6,451
+2,418
| +60% | +$350K | 0.17% | 71 |
|
|
2022
Q1 | $657K | Buy |
4,033
+644
| +19% | +$105K | 0.28% | 61 |
|
|
2021
Q4 | $398K | Buy |
+3,389
| New | +$398K | 0.17% | 107 |
|