Soltis Investment 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 | $10.1M | Sell |
70,725
-11,290
| -14% | -$1.62M | 0.8% | 19 |
|
|
2025
Q1 | $13.7M | Buy |
82,015
+2,515
| +3% | +$421K | 1.23% | 13 |
|
|
2024
Q4 | $11.5M | Buy |
79,500
+8,744
| +12% | +$1.27M | 1.07% | 16 |
|
|
2024
Q3 | $10.4M | Buy |
70,756
+11,618
| +20% | +$1.71M | 1.02% | 17 |
|
|
2024
Q2 | $9.25M | Buy |
59,138
+22,588
| +62% | +$3.53M | 0.98% | 18 |
|
|
2024
Q1 | $5.77M | Buy |
36,550
+979
| +3% | +$154K | 0.65% | 45 |
|
|
2023
Q4 | $5.31M | Sell |
35,571
-2,267
| -6% | -$338K | 0.6% | 54 |
|
|
2023
Q3 | $6.38M | Buy |
37,838
+3,252
| +9% | +$548K | 0.82% | 25 |
|
|
2023
Q2 | $5.44M | Buy |
34,586
+14,074
| +69% | +$2.21M | 0.63% | 47 |
|
|
2023
Q1 | $3.35M | Buy |
20,512
+2,262
| +12% | +$369K | 0.43% | 68 |
|
|
2022
Q4 | $3.28M | Sell |
18,250
-5,490
| -23% | -$985K | 0.43% | 70 |
|
|
2022
Q3 | $3.41M | Sell |
23,740
-1,901
| -7% | -$273K | 0.51% | 54 |
|
|
2022
Q2 | $3.71M | Sell |
25,641
-772
| -3% | -$112K | 0.54% | 45 |
|
|
2022
Q1 | $4.3M | Buy |
26,413
+100
| +0.4% | +$16.3K | 0.6% | 34 |
|
|
2021
Q4 | $3.09M | Buy |
26,313
+1,633
| +7% | +$192K | 0.44% | 45 |
|
|
2021
Q3 | $2.5M | Buy |
24,680
+1,391
| +6% | +$141K | 0.39% | 53 |
|
|
2021
Q2 | $2.44M | Buy |
23,289
+16,437
| +240% | +$1.72M | 0.39% | 54 |
|
|
2021
Q1 | $718K | Sell |
6,852
-800
| -10% | -$83.8K | 0.13% | 120 |
|
|
2020
Q4 | $646K | Sell |
7,652
-1,722
| -18% | -$145K | 0.12% | 121 |
|
|
2020
Q3 | $675K | Buy |
9,374
+671
| +8% | +$48.3K | 0.16% | 110 |
|
|
2020
Q2 | $777K | Sell |
8,703
-137
| -2% | -$12.2K | 0.2% | 80 |
|
|
2020
Q1 | $641K | Buy |
8,840
+5,218
| +144% | +$378K | 0.2% | 62 |
|
|
2019
Q4 | $436K | Buy |
+3,622
| New | +$436K | 0.08% | 94 |
|