Physician 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 | $395K | Sell |
2,761
-53
| -2% | -$7.59K | 0.06% | 120 |
|
|
2025
Q1 | $471K | Buy |
2,814
+12
| +0.4% | +$2.01K | 0.08% | 99 |
|
|
2024
Q4 | $406K | Buy |
2,802
+1
| +0% | +$145 | 0.07% | 111 |
|
|
2024
Q3 | $414K | Sell |
2,801
-48
| -2% | -$7.09K | 0.07% | 105 |
|
|
2024
Q2 | $449K | Sell |
2,849
-42
| -1% | -$6.63K | 0.08% | 100 |
|
|
2024
Q1 | $452K | Buy |
2,891
+26
| +0.9% | +$4.06K | 0.1% | 94 |
|
|
2023
Q4 | $408K | Sell |
2,865
-56
| -2% | -$7.98K | 0.09% | 97 |
|
|
2023
Q3 | $487K | Buy |
2,921
+43
| +1% | +$7.17K | 0.13% | 79 |
|
|
2023
Q2 | $452K | Sell |
2,878
-10
| -0.3% | -$1.57K | 0.11% | 83 |
|
|
2023
Q1 | $493K | Buy |
2,888
+2
| +0.1% | +$341 | 0.13% | 79 |
|
|
2022
Q4 | $522K | Buy |
2,886
+84
| +3% | +$15.2K | 0.14% | 75 |
|
|
2022
Q3 | $444K | Buy |
2,802
+2
| +0.1% | +$317 | 0.14% | 79 |
|
|
2022
Q2 | $450K | Sell |
2,800
-483
| -15% | -$77.6K | 0.13% | 82 |
|
|
2022
Q1 | $550K | Buy |
3,283
+554
| +20% | +$92.8K | 0.15% | 80 |
|
|
2021
Q4 | $341K | Buy |
2,729
+11
| +0.4% | +$1.37K | 0.09% | 114 |
|
|
2021
Q3 | $298K | Buy |
2,718
+47
| +2% | +$5.15K | 0.08% | 121 |
|
|
2021
Q2 | $264K | Buy |
2,671
+2
| +0.1% | +$198 | 0.08% | 125 |
|
|
2021
Q1 | $279K | Buy |
2,669
+1
| +0% | +$105 | 0.09% | 117 |
|
|
2020
Q4 | $253K | Sell |
2,668
-351
| -12% | -$33.3K | 0.09% | 118 |
|
|
2020
Q3 | $218K | Sell |
3,019
-437
| -13% | -$31.6K | 0.09% | 120 |
|
|
2020
Q2 | $310K | Buy |
+3,456
| New | +$310K | 0.12% | 100 |
|