Journey Advisory 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 | $4.5M | Sell |
31,415
-99
| -0.3% | -$14.2K | 0.35% | 71 |
|
|
2025
Q1 | $5.27M | Sell |
31,514
-4,474
| -12% | -$748K | 0.43% | 63 |
|
|
2024
Q4 | $5.63M | Hold |
35,988
| – | – | 0.67% | 38 |
|
|
2024
Q3 | $5.63M | Hold |
35,988
| – | – | 0.67% | 38 |
|
|
2024
Q2 | $5.63M | Sell |
35,988
-2,153
| -6% | -$337K | 0.67% | 38 |
|
|
2024
Q1 | $6.02M | Sell |
38,141
-17,383
| -31% | -$2.74M | 0.74% | 36 |
|
|
2023
Q4 | $8.28M | Buy |
55,524
+817
| +1% | +$122K | 1.13% | 25 |
|
|
2023
Q3 | $9.22M | Buy |
54,707
+4,234
| +8% | +$714K | 1.38% | 18 |
|
|
2023
Q2 | $7.94M | Buy |
50,473
+16,714
| +50% | +$2.63M | 1.18% | 21 |
|
|
2023
Q1 | $5.51M | Sell |
33,759
-369
| -1% | -$60.2K | 0.86% | 27 |
|
|
2022
Q4 | $6.13M | Buy |
34,128
+18,999
| +126% | +$3.41M | 1.52% | 13 |
|
|
2022
Q3 | $2.17M | Buy |
15,129
+1,921
| +15% | +$276K | 0.55% | 49 |
|
|
2022
Q2 | $2.12M | Buy |
13,208
+4,228
| +47% | +$679K | 0.49% | 54 |
|
|
2022
Q1 | $1.46M | Buy |
8,980
+2,064
| +30% | +$336K | 0.37% | 63 |
|
|
2021
Q4 | $812K | Sell |
6,916
-519
| -7% | -$60.9K | 0.22% | 97 |
|
|
2021
Q3 | $754K | Sell |
7,435
-4,670
| -39% | -$474K | 0.24% | 94 |
|
|
2021
Q2 | $1.27M | Sell |
12,105
-1,058
| -8% | -$111K | 0.4% | 64 |
|
|
2021
Q1 | $1.38M | Sell |
13,163
-325
| -2% | -$34K | 0.48% | 56 |
|
|
2020
Q4 | $1.14M | Buy |
+13,488
| New | +$1.14M | 0.43% | 60 |
|