Meridian 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 | $1.31M | Sell |
9,158
-668
| -7% | -$95.6K | 0.21% | 69 |
|
|
2025
Q1 | $1.64M | Buy |
9,826
+113
| +1% | +$18.9K | 0.28% | 56 |
|
|
2024
Q4 | $1.41M | Sell |
9,713
-13
| -0.1% | -$1.88K | 0.23% | 67 |
|
|
2024
Q3 | $1.43M | Buy |
9,726
+432
| +5% | +$63.6K | 0.24% | 66 |
|
|
2024
Q2 | $1.45M | Buy |
9,294
+1,836
| +25% | +$287K | 0.26% | 65 |
|
|
2024
Q1 | $1.18M | Sell |
7,458
-168
| -2% | -$26.5K | 0.22% | 73 |
|
|
2023
Q4 | $1.14M | Buy |
7,626
+967
| +15% | +$144K | 0.25% | 73 |
|
|
2023
Q3 | $1.12M | Sell |
6,659
-414
| -6% | -$69.8K | 0.28% | 72 |
|
|
2023
Q2 | $1.11M | Sell |
7,073
-573
| -7% | -$90.2K | 0.27% | 73 |
|
|
2023
Q1 | $1.25M | Sell |
7,646
-1,851
| -19% | -$302K | 0.31% | 66 |
|
|
2022
Q4 | $1.7M | Sell |
9,497
-11,740
| -55% | -$2.11M | 0.44% | 57 |
|
|
2022
Q3 | $3.05M | Sell |
21,237
-29,090
| -58% | -$4.18M | 0.86% | 28 |
|
|
2022
Q2 | $7.29M | Sell |
50,327
-300
| -0.6% | -$43.4K | 1.94% | 10 |
|
|
2022
Q1 | $8.24M | Buy |
50,627
+3,309
| +7% | +$539K | 1.91% | 10 |
|
|
2021
Q4 | $5.55M | Buy |
47,318
+197
| +0.4% | +$23.1K | 1.35% | 17 |
|
|
2021
Q3 | $4.78M | Sell |
47,121
-20,349
| -30% | -$2.06M | 1.33% | 16 |
|
|
2021
Q2 | $7.07M | Buy |
67,470
+3,396
| +5% | +$356K | 2% | 11 |
|
|
2021
Q1 | $6.71M | Buy |
64,074
+8,643
| +16% | +$906K | 2.23% | 11 |
|
|
2020
Q4 | $4.68M | Buy |
55,431
+3,212
| +6% | +$271K | 1.71% | 12 |
|
|
2020
Q3 | $3.76M | Sell |
52,219
-155
| -0.3% | -$11.2K | 1.62% | 13 |
|
|
2020
Q2 | $4.67M | Buy |
52,374
+108
| +0.2% | +$9.64K | 2.16% | 10 |
|
|
2020
Q1 | $3.79M | Sell |
52,266
-2,407
| -4% | -$174K | 2.09% | 9 |
|
|
2019
Q4 | $6.59M | Buy |
54,673
+588
| +1% | +$70.9K | 2.6% | 8 |
|
|
2019
Q3 | $6.41M | Buy |
54,085
+3,156
| +6% | +$374K | 2.74% | 7 |
|
|
2019
Q2 | $6.36M | Sell |
50,929
-57
| -0.1% | -$7.12K | 4.44% | 4 |
|
|
2019
Q1 | $6.28M | Buy |
50,986
+939
| +2% | +$116K | 4.58% | 3 |
|
|
2018
Q4 | $5.45M | Buy |
+50,047
| New | +$5.45M | 4.18% | 2 |
|