Private Wealth Advisors (California)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
2,444
+25
| +1% | +$3.58K | 0.13% | 70 |
|
|
2025
Q1 | $405K | Buy |
2,419
+23
| +1% | +$3.85K | 0.15% | 66 |
|
|
2024
Q4 | $347K | Buy |
2,396
+7
| +0.3% | +$1.01K | 0.14% | 66 |
|
|
2024
Q3 | $358K | Buy |
2,389
+25
| +1% | +$3.74K | 0.14% | 62 |
|
|
2024
Q2 | $370K | Buy |
2,364
+2
| +0.1% | +$313 | 0.14% | 62 |
|
|
2024
Q1 | $373K | Sell |
2,362
-10
| -0.4% | -$1.58K | 0.15% | 61 |
|
|
2023
Q4 | $354K | Sell |
2,372
-44
| -2% | -$6.56K | 0.14% | 56 |
|
|
2023
Q3 | $407K | Sell |
2,416
-96
| -4% | -$16.2K | 0.17% | 56 |
|
|
2023
Q2 | $395K | Sell |
2,512
-119
| -5% | -$18.7K | 0.16% | 57 |
|
|
2023
Q1 | $429K | Sell |
2,631
-41
| -2% | -$6.69K | 0.18% | 58 |
|
|
2022
Q4 | $480K | Sell |
2,672
-24
| -0.9% | -$4.31K | 0.16% | 56 |
|
|
2022
Q3 | $387K | Buy |
2,696
+10
| +0.4% | +$1.44K | 0.18% | 56 |
|
|
2022
Q2 | $429K | Buy |
2,686
+6
| +0.2% | +$958 | 0.16% | 56 |
|
|
2022
Q1 | $436K | Sell |
2,680
-12
| -0.4% | -$1.95K | 0.14% | 60 |
|
|
2021
Q4 | $316K | Buy |
2,692
+27
| +1% | +$3.17K | 0.07% | 66 |
|
|
2021
Q3 | $305K | Buy |
2,665
+33
| +1% | +$3.78K | 0.07% | 79 |
|
|
2021
Q2 | $276K | Buy |
2,632
+28
| +1% | +$2.94K | 0.08% | 77 |
|
|
2021
Q1 | $273K | Buy |
2,604
+37
| +1% | +$3.88K | 0.09% | 72 |
|
|
2020
Q4 | $239K | Buy |
+2,567
| New | +$239K | 0.08% | 66 |
|
|
2020
Q1 | – | Sell |
-2,478
| Closed | -$299K | – | 51 |
|
|
2019
Q4 | $299K | Buy |
2,478
+22
| +0.9% | +$2.66K | 0.17% | 66 |
|
|
2019
Q3 | $291K | Sell |
2,456
-38
| -2% | -$4.5K | 0.19% | 52 |
|
|
2019
Q2 | $307K | Hold |
2,494
| – | – | 0.21% | 50 |
|
|
2019
Q1 | $307K | Buy |
2,494
+22
| +0.9% | +$2.71K | 0.21% | 50 |
|
|
2018
Q4 | $269K | Buy |
+2,472
| New | +$269K | 0.22% | 47 |
|