Laurel Wealth Advisors (California)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.5M | Buy |
64,270
+1,802
| +3% | +$323K | 1.14% | 11 |
|
|
2022
Q3 | $8.98M | Buy |
62,468
+121
| +0.2% | +$17.4K | 0.96% | 18 |
|
|
2022
Q2 | $9.03M | Buy |
62,347
+3,309
| +6% | +$479K | 0.92% | 18 |
|
|
2022
Q1 | $9.61M | Buy |
59,038
+2,225
| +4% | +$362K | 0.79% | 21 |
|
|
2021
Q4 | $6.67M | Buy |
56,813
+16,122
| +40% | +$1.89M | 0.52% | 37 |
|
|
2021
Q3 | $4.13M | Sell |
40,691
-1,544
| -4% | -$157K | 0.76% | 23 |
|
|
2021
Q2 | $4.42M | Buy |
42,235
+5,424
| +15% | +$568K | 0.57% | 39 |
|
|
2021
Q1 | $3.86M | Buy |
36,811
+132
| +0.4% | +$13.8K | 0.58% | 35 |
|
|
2020
Q4 | $3.1M | Sell |
36,679
-1,721
| -4% | -$145K | 0.46% | 52 |
|
|
2020
Q3 | $2.77M | Sell |
38,400
-748
| -2% | -$53.9K | 0.46% | 52 |
|
|
2020
Q2 | $3.49M | Sell |
39,148
-4,069
| -9% | -$363K | 0.64% | 37 |
|
|
2020
Q1 | $3.13M | Sell |
43,217
-2,609
| -6% | -$189K | 0.72% | 30 |
|
|
2019
Q4 | $5.52M | Sell |
45,826
-10,687
| -19% | -$1.29M | 0.93% | 17 |
|
|
2019
Q3 | $6.7M | Buy |
56,513
+11,722
| +26% | +$1.39M | 1.15% | 9 |
|
|
2019
Q2 | $5.57M | Sell |
44,791
-140
| -0.3% | -$17.4K | 1.22% | 10 |
|
|
2019
Q1 | $5.54M | Sell |
44,931
-2,400
| -5% | -$296K | 1.36% | 6 |
|
|
2018
Q4 | $5.15M | Sell |
47,331
-345
| -0.7% | -$37.5K | 1.52% | 8 |
|
|
2018
Q3 | $5.83M | Buy |
47,676
+1,801
| +4% | +$220K | 1.43% | 8 |
|
|
2018
Q2 | $5.8M | Buy |
45,875
+1,918
| +4% | +$242K | 1.55% | 8 |
|
|
2018
Q1 | $5.01M | Sell |
43,957
-1,058
| -2% | -$121K | 1.55% | 8 |
|
|
2017
Q4 | $5.64M | Buy |
45,015
+965
| +2% | +$121K | 1.62% | 7 |
|
|
2017
Q3 | $5.18M | Buy |
44,050
+34
| +0.1% | +$3.99K | 1.74% | 7 |
|
|
2017
Q2 | $4.59M | Buy |
44,016
+738
| +2% | +$77K | 1.63% | 8 |
|
|
2017
Q1 | $4.65M | Buy |
43,278
+727
| +2% | +$78K | 1.79% | 8 |
|
|
2016
Q4 | $5.01M | Buy |
42,551
+466
| +1% | +$54.8K | 2.22% | 5 |
|
|
2016
Q3 | $4.33M | Sell |
42,085
-949
| -2% | -$97.7K | 2.05% | 6 |
|
|
2016
Q2 | $4.51M | Sell |
43,034
-1,772
| -4% | -$186K | 2.17% | 7 |
|
|
2016
Q1 | $4.27M | Buy |
44,806
+235
| +0.5% | +$22.4K | 2.14% | 7 |
|
|
2015
Q4 | $4.01M | Buy |
+44,571
| New | +$4.01M | 2.07% | 5 |
|