San Luis 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 | $863K | Sell |
6,026
-3,824
| -39% | -$548K | 0.19% | 67 |
|
|
2025
Q1 | $1.65M | Buy |
9,850
+2,391
| +32% | +$400K | 0.37% | 48 |
|
|
2024
Q4 | $1.08M | Buy |
7,459
+205
| +3% | +$29.7K | 0.2% | 53 |
|
|
2024
Q3 | $1.07M | Buy |
7,254
+320
| +5% | +$47.1K | 0.22% | 50 |
|
|
2024
Q2 | $1.09M | Buy |
+6,934
| New | +$1.09M | 0.26% | 46 |
|
|
2023
Q3 | – | Sell |
-6,980
| Closed | -$1.1M | – | 91 |
|
|
2023
Q2 | $1.1M | Sell |
6,980
-369
| -5% | -$58K | 0.39% | 67 |
|
|
2023
Q1 | $1.2M | Buy |
+7,349
| New | +$1.2M | 0.46% | 60 |
|
|
2022
Q2 | – | Sell |
-8,522
| Closed | -$1M | – | 154 |
|
|
2022
Q1 | $1M | Buy |
+8,522
| New | +$1M | 0.49% | 45 |
|
|
2021
Q4 | – | Sell |
-8,537
| Closed | -$866K | – | 99 |
|
|
2021
Q3 | $866K | Buy |
+8,537
| New | +$866K | 0.48% | 59 |
|
|
2020
Q4 | $1.29M | Buy |
+15,306
| New | +$1.29M | 0.83% | 33 |
|