Heritage 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 | $1.38M | Buy |
9,603
+35
| +0.4% | +$5.01K | 0.07% | 67 |
|
|
2025
Q1 | $1.6M | Sell |
9,568
-867
| -8% | -$145K | 0.08% | 62 |
|
|
2024
Q4 | $1.51M | Sell |
10,435
-706
| -6% | -$102K | 0.07% | 66 |
|
|
2024
Q3 | $1.64M | Buy |
11,141
+690
| +7% | +$102K | 0.08% | 67 |
|
|
2024
Q2 | $1.63M | Sell |
10,451
-293
| -3% | -$45.8K | 0.07% | 64 |
|
|
2024
Q1 | $1.69M | Sell |
10,744
-656
| -6% | -$103K | 0.08% | 65 |
|
|
2023
Q4 | $1.7M | Buy |
11,400
+1,065
| +10% | +$159K | 0.08% | 62 |
|
|
2023
Q3 | $1.74M | Buy |
10,335
+994
| +11% | +$168K | 0.1% | 57 |
|
|
2023
Q2 | $1.47M | Sell |
9,341
-65
| -0.7% | -$10.2K | 0.08% | 62 |
|
|
2023
Q1 | $1.53M | Buy |
9,406
+158
| +2% | +$25.8K | 0.09% | 60 |
|
|
2022
Q4 | $1.66M | Sell |
9,248
-1,088
| -11% | -$195K | 0.1% | 61 |
|
|
2022
Q3 | $1.48M | Hold |
10,336
| – | – | 0.11% | 58 |
|
|
2022
Q2 | $1.5M | Buy |
10,336
+1,307
| +14% | +$189K | 0.1% | 59 |
|
|
2022
Q1 | $1.47M | Sell |
9,029
-38
| -0.4% | -$6.19K | 0.08% | 63 |
|
|
2021
Q4 | $1.06M | Sell |
9,067
-1,429
| -14% | -$168K | 0.06% | 91 |
|
|
2021
Q3 | $1.06M | Sell |
10,496
-243
| -2% | -$24.7K | 0.07% | 81 |
|
|
2021
Q2 | $1.12M | Buy |
10,739
+98
| +0.9% | +$10.3K | 0.07% | 78 |
|
|
2021
Q1 | $1.12M | Buy |
10,641
+33
| +0.3% | +$3.46K | 0.07% | 79 |
|
|
2020
Q4 | $896K | Sell |
10,608
-90
| -0.8% | -$7.6K | 0.06% | 91 |
|
|
2020
Q3 | $770K | Buy |
10,698
+50
| +0.5% | +$3.6K | 0.1% | 70 |
|
|
2020
Q2 | $950K | Sell |
10,648
-28,155
| -73% | -$2.51M | 0.13% | 60 |
|
|
2020
Q1 | $2.81M | Buy |
38,803
+26,817
| +224% | +$1.94M | 0.5% | 36 |
|
|
2019
Q4 | $1.44M | Sell |
11,986
-76
| -0.6% | -$9.16K | 0.19% | 52 |
|
|
2019
Q3 | $1.43M | Buy |
12,062
+2,820
| +31% | +$334K | 0.21% | 46 |
|
|
2019
Q2 | $1.15M | Buy |
9,242
+1,054
| +13% | +$131K | 0.18% | 59 |
|
|
2019
Q1 | $1.01M | Buy |
8,188
+178
| +2% | +$21.9K | 0.17% | 56 |
|
|
2018
Q4 | $871K | Hold |
8,010
| – | – | 0.17% | 57 |
|
|
2018
Q3 | $979K | Sell |
8,010
-722
| -8% | -$88.2K | 0.19% | 53 |
|
|
2018
Q2 | $1.11M | Sell |
8,732
-20
| -0.2% | -$2.53K | 0.41% | 47 |
|
|
2018
Q1 | $997K | Buy |
8,752
+660
| +8% | +$75.2K | 0.41% | 47 |
|
|
2017
Q4 | $1.02M | Buy |
8,092
+102
| +1% | +$12.8K | 0.43% | 47 |
|
|
2017
Q3 | $942K | Buy |
7,990
+425
| +6% | +$50.1K | 0.47% | 45 |
|
|
2017
Q2 | $789K | Buy |
7,565
+17
| +0.2% | +$1.77K | 0.41% | 50 |
|
|
2017
Q1 | $810K | Hold |
7,548
| – | – | 0.44% | 45 |
|
|
2016
Q4 | $890K | Sell |
7,548
-155
| -2% | -$18.3K | 0.58% | 31 |
|
|
2016
Q3 | $794K | Sell |
7,703
-145
| -2% | -$14.9K | 0.55% | 31 |
|
|
2016
Q2 | $823K | Buy |
7,848
+568
| +8% | +$59.6K | 0.56% | 29 |
|
|
2016
Q1 | $695K | Buy |
7,280
+140
| +2% | +$13.4K | 0.54% | 26 |
|
|
2015
Q4 | $642K | Sell |
7,140
-189
| -3% | -$17K | 0.54% | 26 |
|
|
2015
Q3 | $579K | Buy |
7,329
+38
| +0.5% | +$3K | 0.5% | 25 |
|
|
2015
Q2 | $704K | Buy |
7,291
+100
| +1% | +$9.66K | 0.58% | 30 |
|
|
2015
Q1 | $754K | Buy |
7,191
+148
| +2% | +$15.5K | 0.62% | 28 |
|
|
2014
Q4 | $789K | Buy |
7,043
+930
| +15% | +$104K | 0.7% | 25 |
|
|
2014
Q3 | $730K | Sell |
6,113
-833
| -12% | -$99.5K | 0.76% | 25 |
|
|
2014
Q2 | $906K | Sell |
6,946
-27
| -0.4% | -$3.52K | 0.97% | 20 |
|
|
2014
Q1 | $829K | Buy |
6,973
+101
| +1% | +$12K | 0.96% | 20 |
|
|
2013
Q4 | $857K | Buy |
+6,872
| New | +$857K | 1.08% | 17 |
|