Providence 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 | $2.24M | Sell |
14,583
-584
| -4% | -$89.6K | 1.54% | 18 |
|
|
2025
Q1 | $2.54M | Buy |
15,167
+1,022
| +7% | +$171K | 1.92% | 16 |
|
|
2024
Q4 | $2.09M | Buy |
14,145
+32
| +0.2% | +$4.73K | 1.58% | 18 |
|
|
2024
Q3 | $2.11M | Buy |
14,113
+150
| +1% | +$22.5K | 1.56% | 20 |
|
|
2024
Q2 | $2.19M | Buy |
13,963
+111
| +0.8% | +$17.4K | 1.74% | 15 |
|
|
2024
Q1 | $2.2M | Sell |
13,852
-4,731
| -25% | -$753K | 1.88% | 17 |
|
|
2023
Q4 | $262K | Buy |
18,583
+4,558
| +32% | +$64.4K | 0.24% | 66 |
|
|
2023
Q3 | $2.32M | Buy |
14,025
+1,259
| +10% | +$208K | 2.59% | 8 |
|
|
2023
Q2 | $2M | Sell |
12,766
-459
| -3% | -$71.7K | 2.21% | 10 |
|
|
2023
Q1 | $2.23M | Sell |
13,225
-284
| -2% | -$48K | 1.65% | 17 |
|
|
2022
Q4 | $2.37M | Sell |
13,509
-972
| -7% | -$170K | 1.76% | 16 |
|
|
2022
Q3 | $2.64M | Buy |
14,481
+19
| +0.1% | +$3.46K | 1.97% | 15 |
|
|
2022
Q2 | $2.01M | Buy |
14,462
+696
| +5% | +$96.5K | 1.45% | 22 |
|
|
2022
Q1 | $2.26M | Sell |
13,766
-935
| -6% | -$154K | 1.45% | 17 |
|
|
2021
Q4 | $1.84M | Buy |
14,701
+601
| +4% | +$75.2K | 1.16% | 28 |
|
|
2021
Q3 | $1.45M | Buy |
14,100
+906
| +7% | +$93.4K | 1.01% | 32 |
|
|
2021
Q2 | $1.39M | Buy |
13,194
+366
| +3% | +$38.4K | 0.95% | 36 |
|
|
2021
Q1 | $1.34M | Buy |
12,828
+755
| +6% | +$79.1K | 0.99% | 36 |
|
|
2020
Q4 | $1.03M | Buy |
12,073
+1,074
| +10% | +$91.6K | 0.86% | 41 |
|
|
2020
Q3 | $792K | Sell |
10,999
-495
| -4% | -$35.6K | 0.78% | 44 |
|
|
2020
Q2 | $1.03M | Sell |
11,494
-54
| -0.5% | -$4.82K | 1.05% | 33 |
|
|
2020
Q1 | $827K | Buy |
11,548
+196
| +2% | +$14K | 1% | 34 |
|
|
2019
Q4 | $1.37M | Sell |
11,352
-760
| -6% | -$91.5K | 1.26% | 26 |
|
|
2019
Q3 | $1.44M | Buy |
12,112
+13
| +0.1% | +$1.54K | 1.28% | 27 |
|
|
2019
Q2 | $1.5M | Sell |
12,099
-56
| -0.5% | -$6.96K | 1.4% | 24 |
|
|
2019
Q1 | $1.5M | Buy |
12,155
+429
| +4% | +$53.1K | 1.41% | 24 |
|
|
2018
Q4 | $1.27M | Buy |
11,726
+136
| +1% | +$14.8K | 1.41% | 28 |
|
|
2018
Q3 | $1.42M | Sell |
11,590
-28
| -0.2% | -$3.42K | 1.29% | 29 |
|
|
2018
Q2 | $1.47M | Sell |
11,618
-20
| -0.2% | -$2.53K | 1.43% | 24 |
|
|
2018
Q1 | $1.31M | Buy |
+11,638
| New | +$1.31M | 1.93% | 19 |
|