One 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 | $477K | Sell |
3,332
-73
| -2% | -$10.5K | 0.07% | 161 |
|
|
2025
Q1 | $570K | Buy |
3,405
+180
| +6% | +$30.1K | 0.09% | 137 |
|
|
2024
Q4 | $467K | Sell |
3,225
-102
| -3% | -$14.8K | 0.07% | 126 |
|
|
2024
Q3 | $490K | Buy |
3,327
+4
| +0.1% | +$589 | 0.08% | 132 |
|
|
2024
Q2 | $482K | Sell |
3,323
-37
| -1% | -$5.37K | 0.1% | 102 |
|
|
2024
Q1 | $530K | Buy |
3,360
+93
| +3% | +$14.7K | 0.09% | 120 |
|
|
2023
Q4 | $487K | Sell |
3,267
-41
| -1% | -$6.12K | 0.09% | 109 |
|
|
2023
Q3 | $558K | Buy |
3,308
+35
| +1% | +$5.9K | 0.12% | 91 |
|
|
2023
Q2 | $515K | Buy |
3,273
+174
| +6% | +$27.4K | 0.11% | 102 |
|
|
2023
Q1 | $506K | Buy |
3,099
+334
| +12% | +$54.5K | 0.12% | 100 |
|
|
2022
Q4 | $496K | Buy |
2,765
+23
| +0.8% | +$4.13K | 0.11% | 98 |
|
|
2022
Q3 | $394K | Buy |
2,742
+852
| +45% | +$122K | 0.13% | 94 |
|
|
2022
Q2 | $274K | Sell |
1,890
-23
| -1% | -$3.33K | 0.07% | 143 |
|
|
2022
Q1 | $311K | Buy |
1,913
+157
| +9% | +$25.5K | 0.08% | 142 |
|
|
2021
Q4 | $206K | Sell |
1,756
-299
| -15% | -$35.1K | 0.05% | 189 |
|
|
2021
Q3 | $208K | Buy |
+2,055
| New | +$208K | 0.06% | 198 |
|
|
2019
Q2 | – | Sell |
-151
| Closed | -$19K | – | 198 |
|
|
2019
Q1 | $19K | Buy |
+151
| New | +$19K | 0.02% | 270 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$19K | – | 190 |
|
|
2018
Q3 | $19K | Buy |
156
+18
| +13% | +$2.19K | 0.01% | 321 |
|
|
2018
Q2 | $17K | Hold |
138
| – | – | 0.01% | 319 |
|
|
2018
Q1 | $16K | Buy |
138
+4
| +3% | +$464 | 0.01% | 305 |
|
|
2017
Q4 | $17K | Buy |
+134
| New | +$17K | 0.01% | 334 |
|