Pacific Wealth Strategies Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
10,655
+158
| +2% | +$24K | 1.06% | 22 |
|
|
2025
Q1 | $1.76M | Buy |
10,497
+202
| +2% | +$33.8K | 1.31% | 18 |
|
|
2024
Q4 | $1.49M | Buy |
10,295
+49
| +0.5% | +$7.1K | 1.04% | 24 |
|
|
2024
Q3 | $1.51M | Buy |
10,246
+1,353
| +15% | +$199K | 1.12% | 26 |
|
|
2024
Q2 | $1.39M | Buy |
8,893
+102
| +1% | +$16K | 1.15% | 23 |
|
|
2024
Q1 | $1.39M | Buy |
8,791
+999
| +13% | +$158K | 1.16% | 24 |
|
|
2023
Q4 | $1.16M | Buy |
7,792
+475
| +6% | +$70.9K | 1.11% | 27 |
|
|
2023
Q3 | $1.23M | Buy |
7,317
+3,623
| +98% | +$611K | 1.3% | 23 |
|
|
2023
Q2 | $581K | Buy |
3,694
+1,004
| +37% | +$158K | 0.59% | 37 |
|
|
2023
Q1 | $439K | Buy |
+2,690
| New | +$439K | 0.5% | 38 |
|
|
2020
Q1 | – | Sell |
-22,589
| Closed | -$2.72M | – | 80 |
|
|
2019
Q4 | $2.72M | Buy |
22,589
+1,655
| +8% | +$199K | 1.5% | 25 |
|
|
2019
Q3 | $2.48M | Buy |
20,934
+2,047
| +11% | +$243K | 1.53% | 25 |
|
|
2019
Q2 | $2.35M | Buy |
18,887
+396
| +2% | +$49.3K | 1.47% | 26 |
|
|
2019
Q1 | $2.28M | Buy |
18,491
+541
| +3% | +$66.6K | 1.47% | 26 |
|
|
2018
Q4 | $1.95M | Buy |
17,950
+1,098
| +7% | +$119K | 1.4% | 29 |
|
|
2018
Q3 | $2.06M | Buy |
16,852
+1,817
| +12% | +$222K | 1.32% | 27 |
|
|
2018
Q2 | $1.9M | Buy |
15,035
+679
| +5% | +$85.9K | 1.31% | 28 |
|
|
2018
Q1 | $1.64M | Buy |
14,356
+402
| +3% | +$45.8K | 1.17% | 32 |
|
|
2017
Q4 | $1.75M | Buy |
13,954
+1,915
| +16% | +$240K | 1.24% | 28 |
|
|
2017
Q3 | $1.42M | Buy |
12,039
+1,126
| +10% | +$132K | 1.12% | 32 |
|
|
2017
Q2 | $1.14M | Buy |
10,913
+812
| +8% | +$84.7K | 0.97% | 37 |
|
|
2017
Q1 | $1.09M | Buy |
10,101
+1,916
| +23% | +$206K | 0.94% | 37 |
|
|
2016
Q4 | $963K | Buy |
+8,185
| New | +$963K | 0.95% | 37 |
|