Pacific Capital Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.11M | Hold |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.85M | Hold |
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|
2023
Q3 | $2.09M | Hold |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.12M | Hold |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $1.78M | Hold |
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|
2022
Q2 | $1.79M | Hold |
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|
2022
Q1 | $2.02M | Hold |
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|
2021
Q4 | $1.45M | Hold |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.04M | Hold |
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|
2020
Q3 | $890K | Sell |
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|
2020
Q2 | $1.11M | Hold |
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|
2020
Q1 | $898K | Buy |
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|
2019
Q4 | $1.49M | Buy |
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