Moser 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 | $5.3K | Buy |
+37
| New | +$5.3K | ﹤0.01% | 160 |
|
|
2025
Q1 | – | Sell |
-80
| Closed | -$11.6K | – | 165 |
|
|
2024
Q4 | $11.6K | Hold |
80
| – | – | 0.01% | 113 |
|
|
2024
Q3 | $11.8K | Hold |
80
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $12.5K | Hold |
80
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $12.6K | Buy |
+80
| New | +$12.6K | 0.01% | 116 |
|
|
2022
Q1 | – | Sell |
-765
| Closed | -$90K | – | 136 |
|
|
2021
Q4 | $90K | Hold |
765
| – | – | 0.05% | 81 |
|
|
2021
Q3 | $78K | Hold |
765
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $80K | Sell |
765
-5
| -0.6% | -$523 | 0.05% | 85 |
|
|
2021
Q1 | $81K | Hold |
770
| – | – | 0.06% | 82 |
|
|
2020
Q4 | $65K | Sell |
770
-200
| -21% | -$16.9K | 0.05% | 81 |
|
|
2020
Q3 | $70K | Hold |
970
| – | – | 0.06% | 75 |
|
|
2020
Q2 | $87K | Hold |
970
| – | – | 0.08% | 64 |
|
|
2020
Q1 | $70K | Sell |
970
-140
| -13% | -$10.1K | 0.08% | 67 |
|
|
2019
Q4 | $134K | Buy |
+1,110
| New | +$134K | 0.13% | 60 |
|