Pathway Financial Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
27,938
+353
| +1% | +$50.5K | 1.29% | 23 |
|
|
2025
Q1 | $4.61M | Buy |
27,585
+600
| +2% | +$100K | 1.58% | 16 |
|
|
2024
Q4 | $3.91M | Sell |
26,985
-3,874,360
| -99% | -$561M | 1.31% | 23 |
|
|
2024
Q3 | $26.5K | Buy |
3,901,345
+3,876,731
| +15,750% | +$26.3K | 0.01% | 228 |
|
|
2024
Q2 | $3.83M | Buy |
24,614
+372
| +2% | +$57.9K | 1.37% | 20 |
|
|
2024
Q1 | $3.82M | Buy |
24,242
+556
| +2% | +$87.7K | 1.38% | 19 |
|
|
2023
Q4 | $3.53M | Buy |
23,686
+464
| +2% | +$69.2K | 1.35% | 19 |
|
|
2023
Q3 | $3.92M | Buy |
+23,222
| New | +$3.92M | 1.62% | 11 |
|
|
2023
Q1 | $3.63M | Sell |
22,223
-3,494
| -14% | -$570K | 1.46% | 15 |
|
|
2022
Q4 | $4.62M | Buy |
+25,717
| New | +$4.62M | 1.87% | 8 |
|