River 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 | $5.13M | Sell |
35,859
-616
| -2% | -$88.2K | 0.64% | 44 |
|
|
2025
Q1 | $6.1M | Sell |
36,475
-501
| -1% | -$83.8K | 0.85% | 32 |
|
|
2024
Q4 | $5.36M | Buy |
36,976
+957
| +3% | +$139K | 0.71% | 37 |
|
|
2024
Q3 | $5.3M | Buy |
36,019
+628
| +2% | +$92.5K | 0.71% | 39 |
|
|
2024
Q2 | $5.54M | Buy |
35,391
+1,636
| +5% | +$256K | 0.79% | 35 |
|
|
2024
Q1 | $5.32M | Buy |
33,755
+1,718
| +5% | +$271K | 0.77% | 33 |
|
|
2023
Q4 | $4.78M | Sell |
32,037
-982
| -3% | -$146K | 0.76% | 34 |
|
|
2023
Q3 | $5.57M | Sell |
33,019
-37
| -0.1% | -$6.24K | 1% | 23 |
|
|
2023
Q2 | $5.2M | Buy |
33,056
+198
| +0.6% | +$31.2K | 0.88% | 27 |
|
|
2023
Q1 | $5.36M | Buy |
32,858
+880
| +3% | +$144K | 0.98% | 23 |
|
|
2022
Q4 | $5.74M | Buy |
31,978
+1,980
| +7% | +$355K | 1.11% | 20 |
|
|
2022
Q3 | $4.31M | Sell |
29,998
-1,498
| -5% | -$215K | 0.93% | 26 |
|
|
2022
Q2 | $4.56M | Sell |
31,496
-7
| -0% | -$1.01K | 0.84% | 29 |
|
|
2022
Q1 | $5.13M | Sell |
31,503
-496
| -2% | -$80.8K | 0.82% | 30 |
|
|
2021
Q4 | $3.76M | Buy |
31,999
+1,196
| +4% | +$140K | 0.58% | 51 |
|
|
2021
Q3 | $3.13M | Buy |
30,803
+303
| +1% | +$30.7K | 0.54% | 53 |
|
|
2021
Q2 | $3.2M | Sell |
30,500
-722
| -2% | -$75.6K | 0.56% | 53 |
|
|
2021
Q1 | $3.27M | Buy |
31,222
+618
| +2% | +$64.8K | 0.61% | 46 |
|
|
2020
Q4 | $2.58M | Sell |
30,604
-559
| -2% | -$47.2K | 0.56% | 55 |
|
|
2020
Q3 | $2.24M | Sell |
31,163
-580
| -2% | -$41.8K | 0.59% | 54 |
|
|
2020
Q2 | $2.83M | Buy |
31,743
+248
| +0.8% | +$22.1K | 0.86% | 32 |
|
|
2020
Q1 | $2.28M | Sell |
31,495
-1,735
| -5% | -$126K | 0.91% | 30 |
|
|
2019
Q4 | $4.01M | Buy |
33,230
+737
| +2% | +$88.8K | 1.35% | 19 |
|
|
2019
Q3 | $3.85M | Buy |
32,493
+300
| +0.9% | +$35.6K | 1.46% | 17 |
|
|
2019
Q2 | $4.01M | Buy |
32,193
+1,773
| +6% | +$221K | 1.56% | 16 |
|
|
2019
Q1 | $3.75M | Buy |
30,420
+321
| +1% | +$39.5K | 1.57% | 15 |
|
|
2018
Q4 | $3.28M | Sell |
30,099
-1,227
| -4% | -$134K | 1.46% | 15 |
|
|
2018
Q3 | $3.83M | Sell |
31,326
-245
| -0.8% | -$30K | 1.41% | 13 |
|
|
2018
Q2 | $3.99M | Buy |
31,571
+116
| +0.4% | +$14.7K | 1.55% | 8 |
|
|
2018
Q1 | $3.59M | Sell |
31,455
-880
| -3% | -$100K | 1.51% | 11 |
|
|
2017
Q4 | $4.05M | Buy |
32,335
+226
| +0.7% | +$28.3K | 1.68% | 8 |
|
|
2017
Q3 | $3.77M | Sell |
32,109
-51
| -0.2% | -$5.99K | 1.71% | 8 |
|
|
2017
Q2 | $3.36M | Sell |
32,160
-67
| -0.2% | -$6.99K | 1.56% | 11 |
|
|
2017
Q1 | $3.46M | Buy |
32,227
+95
| +0.3% | +$10.2K | 1.68% | 9 |
|
|
2016
Q4 | $3.78M | Sell |
32,132
-168
| -0.5% | -$19.8K | 1.91% | 4 |
|
|
2016
Q3 | $3.32M | Buy |
32,300
+211
| +0.7% | +$21.7K | 1.84% | 4 |
|
|
2016
Q2 | $3.36M | Buy |
32,089
+606
| +2% | +$63.5K | 1.93% | 4 |
|
|
2016
Q1 | $3M | Buy |
31,483
+8
| +0% | +$763 | 1.79% | 7 |
|
|
2015
Q4 | $2.83M | Sell |
31,475
-535
| -2% | -$48.1K | 1.79% | 8 |
|
|
2015
Q3 | $2.53M | Buy |
32,010
+187
| +0.6% | +$14.8K | 1.73% | 7 |
|
|
2015
Q2 | $3.07M | Sell |
31,823
-10
| -0% | -$965 | 1.95% | 7 |
|
|
2015
Q1 | $3.34M | Buy |
+31,833
| New | +$3.34M | 2.07% | 6 |
|