Pacific Capital 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 | – | Sell |
-12,627
| Closed | -$2.11M | – | 78 |
|
|
2025
Q1 | $2.11M | Hold |
12,627
| – | – | 0.37% | 29 |
|
|
2024
Q4 | $1.83M | Sell |
12,627
-68
| -0.5% | -$9.85K | 0.31% | 30 |
|
|
2024
Q3 | $1.87M | Sell |
12,695
-104
| -0.8% | -$15.3K | 0.31% | 32 |
|
|
2024
Q2 | $2M | Buy |
12,799
+334
| +3% | +$52.2K | 0.37% | 27 |
|
|
2024
Q1 | $1.97M | Buy |
12,465
+73
| +0.6% | +$11.5K | 0.46% | 29 |
|
|
2023
Q4 | $1.85M | Hold |
12,392
| – | – | 0.47% | 30 |
|
|
2023
Q3 | $2.09M | Hold |
12,392
| – | – | 0.59% | 28 |
|
|
2023
Q2 | $1.95M | Sell |
12,392
-607
| -5% | -$95.5K | 0.49% | 32 |
|
|
2023
Q1 | $2.12M | Hold |
12,999
| – | – | 0.55% | 32 |
|
|
2022
Q4 | $2.33M | Buy |
12,999
+607
| +5% | +$109K | 0.6% | 32 |
|
|
2022
Q3 | $1.78M | Hold |
12,392
| – | – | 0.48% | 36 |
|
|
2022
Q2 | $1.79M | Hold |
12,392
| – | – | 0.5% | 42 |
|
|
2022
Q1 | $2.02M | Hold |
12,392
| – | – | 0.58% | 39 |
|
|
2021
Q4 | $1.45M | Hold |
12,392
| – | – | 0.42% | 48 |
|
|
2021
Q3 | $1.26M | Sell |
12,392
-118
| -0.9% | -$12K | 0.4% | 47 |
|
|
2021
Q2 | $1.31M | Hold |
12,510
| – | – | 0.66% | 41 |
|
|
2021
Q1 | $1.31M | Buy |
12,510
+154
| +1% | +$16.1K | 0.73% | 35 |
|
|
2020
Q4 | $1.04M | Hold |
12,356
| – | – | 0.59% | 39 |
|
|
2020
Q3 | $890K | Sell |
12,356
-35
| -0.3% | -$2.52K | 0.53% | 38 |
|
|
2020
Q2 | $1.11M | Hold |
12,391
| – | – | 0.75% | 33 |
|
|
2020
Q1 | $898K | Buy |
12,391
+35
| +0.3% | +$2.54K | 0.68% | 32 |
|
|
2019
Q4 | $1.49M | Buy |
+12,356
| New | +$1.49M | 0.99% | 31 |
|