Lowe Wealth Advisors’s Chevron CVX Stock Holding History

Lowe Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$91.4K	Hold	638	–	–	0.04%	96
2025 Q1	$107K	Hold	638	–	–	0.05%	87
2024 Q4	$92.4K	Buy	638 +20	+3%	+$2.9K	0.04%	90
2024 Q3	$91K	Hold	618	–	–	0.04%	82
2024 Q2	$96.7K	Sell	618 -120	-16%	-$18.8K	0.04%	78
2024 Q1	$116K	Hold	738	–	–	0.05%	69
2023 Q4	$110K	Hold	738	–	–	0.05%	76
2023 Q3	$124K	Hold	738	–	–	0.07%	61
2023 Q2	$116K	Hold	738	–	–	0.06%	70
2023 Q1	$120K	Hold	738	–	–	0.06%	69
2022 Q4	$132K	Hold	738	–	–	0.07%	58
2022 Q3	$106K	Hold	738	–	–	0.06%	61
2022 Q2	$107K	Hold	738	–	–	0.06%	61
2022 Q1	$120K	Hold	738	–	–	0.05%	64
2021 Q4	$87K	Hold	738	–	–	0.04%	75
2021 Q3	$75K	Hold	738	–	–	0.04%	74
2021 Q2	$77K	Hold	738	–	–	0.04%	72
2021 Q1	$77K	Hold	738	–	–	0.04%	68
2020 Q4	$62K	Hold	738	–	–	0.03%	70
2020 Q3	$53K	Hold	738	–	–	0.03%	69
2020 Q2	$66K	Hold	738	–	–	0.04%	55
2020 Q1	$53K	Hold	738	–	–	0.04%	56
2019 Q4	$89K	Sell	738 -424	-36%	-$51.1K	0.05%	48
2019 Q3	$138K	Hold	1,162	–	–	0.08%	36
2019 Q2	$145K	Sell	1,162 -17	-1%	-$2.12K	0.09%	36
2019 Q1	$145K	Buy	1,179 +17	+1%	+$2.09K	0.09%	35
2018 Q4	$126K	Hold	1,162	–	–	0.09%	37
2018 Q3	$142K	Hold	1,162	–	–	0.08%	39
2018 Q2	$147K	Hold	1,162	–	–	0.09%	37
2018 Q1	$133K	Buy	1,162 +118	+11%	+$13.5K	0.08%	41
2017 Q4	$131K	Hold	1,044	–	–	0.08%	44
2017 Q3	$123K	Hold	1,044	–	–	0.08%	43
2017 Q2	$109K	Hold	1,044	–	–	0.07%	44
2017 Q1	$112K	Hold	1,044	–	–	0.07%	44
2016 Q4	$123K	Hold	1,044	–	–	0.08%	40
2016 Q3	$107K	Hold	1,044	–	–	0.07%	40
2016 Q2	$109K	Hold	1,044	–	–	0.07%	38
2016 Q1	$100K	Hold	1,044	–	–	0.07%	39
2015 Q4	$94K	Hold	1,044	–	–	0.06%	42
2015 Q3	$82K	Sell	1,044 -92	-8%	-$7.23K	0.06%	43
2015 Q2	$110K	Hold	1,136	–	–	0.07%	44
2015 Q1	$119K	Buy	1,136 +92	+9%	+$9.64K	0.08%	41
2014 Q4	$117K	Buy	+1,044	New	+$117K	0.08%	42