Pathway Financial 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 | $261K | Sell |
1,822
-108
| -6% | -$15.5K | 0.04% | 115 |
|
|
2025
Q1 | $323K | Sell |
1,930
-28
| -1% | -$4.68K | 0.06% | 125 |
|
|
2024
Q4 | $284K | Buy |
1,958
+441
| +29% | +$63.9K | 0.07% | 129 |
|
|
2024
Q3 | $223K | Sell |
1,517
-374
| -20% | -$55.1K | 0.06% | 149 |
|
|
2024
Q2 | $296K | Hold |
1,891
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $298K | Buy |
1,891
+166
| +10% | +$26.2K | 0.08% | 124 |
|
|
2023
Q4 | $257K | Buy |
1,725
+88
| +5% | +$13.1K | 0.07% | 126 |
|
|
2023
Q3 | $276K | Buy |
1,637
+75
| +5% | +$12.6K | 0.09% | 110 |
|
|
2023
Q2 | $246K | Buy |
1,562
+3
| +0.2% | +$472 | 0.08% | 112 |
|
|
2023
Q1 | $254K | Sell |
1,559
-27
| -2% | -$4.41K | 0.09% | 110 |
|
|
2022
Q4 | $285K | Sell |
1,586
-427
| -21% | -$76.6K | 0.09% | 95 |
|
|
2022
Q3 | $289K | Sell |
2,013
-64
| -3% | -$9.19K | 0.1% | 93 |
|
|
2022
Q2 | $301K | Buy |
2,077
+132
| +7% | +$19.1K | 0.13% | 92 |
|
|
2022
Q1 | $317K | Hold |
1,945
| – | – | 0.12% | 99 |
|
|
2021
Q4 | $255K | Buy |
+1,945
| New | +$255K | 0.09% | 117 |
|
|
2021
Q1 | $237K | Sell |
2,284
-95
| -4% | -$9.86K | 0.09% | 107 |
|
|
2020
Q4 | $238K | Sell |
2,379
-1,833
| -44% | -$183K | 0.1% | 96 |
|
|
2020
Q3 | $297K | Sell |
4,212
-141
| -3% | -$9.94K | 0.11% | 78 |
|
|
2020
Q2 | $388K | Sell |
4,353
-655
| -13% | -$58.4K | 0.12% | 57 |
|
|
2020
Q1 | $376K | Hold |
5,008
| – | – | 0.13% | 53 |
|
|
2019
Q4 | $567K | Buy |
5,008
+2,342
| +88% | +$265K | 0.16% | 55 |
|
|
2019
Q3 | $322K | Sell |
2,666
-22
| -0.8% | -$2.66K | 0.09% | 69 |
|
|
2019
Q2 | $334K | Buy |
2,688
+22
| +0.8% | +$2.73K | 0.1% | 68 |
|
|
2019
Q1 | $328K | Buy |
2,666
+14
| +0.5% | +$1.72K | 0.1% | 69 |
|
|
2018
Q4 | $289K | Hold |
2,652
| – | – | 0.16% | 73 |
|
|
2018
Q3 | $296K | Hold |
2,652
| – | – | 0.16% | 71 |
|
|
2018
Q2 | $335K | Hold |
2,652
| – | – | 0.2% | 59 |
|
|
2018
Q1 | $302K | Sell |
2,652
-31
| -1% | -$3.53K | 0.18% | 63 |
|
|
2017
Q4 | $336K | Buy |
+2,683
| New | +$336K | 0.19% | 61 |
|