SFMG 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 | $1.02M | Sell |
7,109
-2,436
| -26% | -$349K | 0.08% | 102 |
|
|
2025
Q1 | $1.6M | Sell |
9,545
-239
| -2% | -$40K | 0.13% | 81 |
|
|
2024
Q4 | $1.42M | Buy |
9,784
+274
| +3% | +$39.7K | 0.11% | 86 |
|
|
2024
Q3 | $1.4M | Sell |
9,510
-938
| -9% | -$138K | 0.11% | 81 |
|
|
2024
Q2 | $1.63M | Sell |
10,448
-8,541
| -45% | -$1.34M | 0.14% | 74 |
|
|
2024
Q1 | $3M | Sell |
18,989
-378
| -2% | -$59.6K | 0.26% | 56 |
|
|
2023
Q4 | $2.89M | Sell |
19,367
-442
| -2% | -$65.9K | 0.27% | 52 |
|
|
2023
Q3 | $3.34M | Buy |
19,809
+244
| +1% | +$41.1K | 0.34% | 39 |
|
|
2023
Q2 | $3.08M | Sell |
19,565
-231
| -1% | -$36.3K | 0.32% | 43 |
|
|
2023
Q1 | $3.23M | Sell |
19,796
-1,092
| -5% | -$178K | 0.35% | 40 |
|
|
2022
Q4 | $3.75M | Sell |
20,888
-65
| -0.3% | -$11.7K | 0.42% | 33 |
|
|
2022
Q3 | $3.3M | Buy |
20,953
+8,947
| +75% | +$1.41M | 0.39% | 34 |
|
|
2022
Q2 | $1.74M | Buy |
12,006
+643
| +6% | +$93.1K | 0.2% | 61 |
|
|
2022
Q1 | $1.85M | Buy |
11,363
+897
| +9% | +$146K | 0.18% | 68 |
|
|
2021
Q4 | $1.23M | Buy |
10,466
+2,978
| +40% | +$349K | 0.12% | 88 |
|
|
2021
Q3 | $760K | Sell |
7,488
-1,272
| -15% | -$129K | 0.08% | 106 |
|
|
2021
Q2 | $918K | Buy |
8,760
+1,568
| +22% | +$164K | 0.1% | 95 |
|
|
2021
Q1 | $754K | Sell |
7,192
-1,793
| -20% | -$188K | 0.09% | 107 |
|
|
2020
Q4 | $759K | Buy |
8,985
+1,100
| +14% | +$92.9K | 0.1% | 100 |
|
|
2020
Q3 | $568K | Buy |
7,885
+967
| +14% | +$69.7K | 0.08% | 95 |
|
|
2020
Q2 | $617K | Buy |
6,918
+1,310
| +23% | +$117K | 0.09% | 82 |
|
|
2020
Q1 | $406K | Sell |
5,608
-11,553
| -67% | -$836K | 0.06% | 85 |
|
|
2019
Q4 | $2.07M | Buy |
17,161
+2,226
| +15% | +$268K | 0.25% | 36 |
|
|
2019
Q3 | $1.77M | Buy |
14,935
+4,224
| +39% | +$501K | 0.24% | 31 |
|
|
2019
Q2 | $1.33M | Buy |
10,711
+2,257
| +27% | +$279K | 0.18% | 35 |
|
|
2019
Q1 | $1.04M | Buy |
8,454
+2,033
| +32% | +$250K | 0.15% | 42 |
|
|
2018
Q4 | $699K | Buy |
6,421
+1,379
| +27% | +$150K | 0.11% | 55 |
|
|
2018
Q3 | $578K | Buy |
5,042
+517
| +11% | +$59.3K | 0.09% | 59 |
|
|
2018
Q2 | $572K | Sell |
4,525
-437
| -9% | -$55.2K | 0.09% | 64 |
|
|
2018
Q1 | $566K | Buy |
4,962
+293
| +6% | +$33.4K | 0.1% | 64 |
|
|
2017
Q4 | $585K | Sell |
4,669
-29
| -0.6% | -$3.63K | 0.1% | 65 |
|
|
2017
Q3 | $552K | Sell |
4,698
-818
| -15% | -$96.1K | 0.11% | 62 |
|
|
2017
Q2 | $575K | Sell |
5,516
-27
| -0.5% | -$2.82K | 0.12% | 56 |
|
|
2017
Q1 | $595K | Sell |
5,543
-67
| -1% | -$7.19K | 0.12% | 53 |
|
|
2016
Q4 | $660K | Sell |
5,610
-66
| -1% | -$7.77K | 0.14% | 56 |
|
|
2016
Q3 | $584K | Sell |
5,676
-66
| -1% | -$6.79K | 0.13% | 59 |
|
|
2016
Q2 | $602K | Buy |
5,742
+89
| +2% | +$9.33K | 0.13% | 59 |
|
|
2016
Q1 | $539K | Sell |
5,653
-1,179
| -17% | -$112K | 0.12% | 60 |
|
|
2015
Q4 | $615K | Sell |
6,832
-152
| -2% | -$13.7K | 0.14% | 66 |
|
|
2015
Q3 | $551K | Buy |
6,984
+168
| +2% | +$13.3K | 0.13% | 70 |
|
|
2015
Q2 | $658K | Sell |
6,816
-6,870
| -50% | -$663K | 0.15% | 68 |
|
|
2015
Q1 | $1.44M | Buy |
13,686
+6,866
| +101% | +$721K | 0.12% | 67 |
|
|
2014
Q4 | $765K | Buy |
6,820
+295
| +5% | +$33.1K | 0.17% | 68 |
|
|
2014
Q3 | $779K | Buy |
6,525
+802
| +14% | +$95.7K | 0.24% | 34 |
|
|
2014
Q2 | $747K | Sell |
5,723
-206
| -3% | -$26.9K | 0.26% | 31 |
|
|
2014
Q1 | $705K | Buy |
5,929
+8
| +0.1% | +$951 | 0.24% | 32 |
|
|
2013
Q4 | $740K | Buy |
5,921
+8
| +0.1% | +$1K | 0.25% | 33 |
|
|
2013
Q3 | $718K | Buy |
5,913
+7
| +0.1% | +$850 | 0.29% | 31 |
|
|
2013
Q2 | $699K | Buy |
+5,906
| New | +$699K | 0.28% | 31 |
|