Souders Financial 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 | $1.05M | Sell |
7,303
-382
| -5% | -$54.7K | 0.13% | 84 |
|
|
2025
Q1 | $1.29M | Buy |
7,685
+441
| +6% | +$73.8K | 0.18% | 79 |
|
|
2024
Q4 | $1.05M | Sell |
7,244
-581
| -7% | -$84.1K | 0.15% | 101 |
|
|
2024
Q3 | $1.15M | Buy |
7,825
+432
| +6% | +$63.6K | 0.16% | 93 |
|
|
2024
Q2 | $1.16M | Sell |
7,393
-2,605
| -26% | -$407K | 0.17% | 89 |
|
|
2024
Q1 | $1.58M | Sell |
9,998
-17,611
| -64% | -$2.78M | 0.25% | 71 |
|
|
2023
Q4 | $4.12M | Sell |
27,609
-409
| -1% | -$61K | 0.71% | 41 |
|
|
2023
Q3 | $4.72M | Buy |
28,018
+1,237
| +5% | +$209K | 0.91% | 32 |
|
|
2023
Q2 | $4.21M | Buy |
26,781
+16,198
| +153% | +$2.55M | 0.81% | 35 |
|
|
2023
Q1 | $1.73M | Sell |
10,583
-490
| -4% | -$79.9K | 0.37% | 69 |
|
|
2022
Q4 | $1.99M | Buy |
11,073
+48
| +0.4% | +$8.62K | 0.45% | 63 |
|
|
2022
Q3 | $1.58M | Buy |
11,025
+80
| +0.7% | +$11.5K | 0.43% | 67 |
|
|
2022
Q2 | $1.59M | Buy |
10,945
+792
| +8% | +$115K | 0.46% | 59 |
|
|
2022
Q1 | $1.65M | Sell |
10,153
-2,800
| -22% | -$456K | 0.48% | 55 |
|
|
2021
Q4 | $1.52M | Buy |
12,953
+759
| +6% | +$89.1K | 0.44% | 59 |
|
|
2021
Q3 | $1.24M | Buy |
12,194
+1,454
| +14% | +$147K | 0.4% | 61 |
|
|
2021
Q2 | $1.13M | Buy |
10,740
+1,221
| +13% | +$128K | 0.38% | 59 |
|
|
2021
Q1 | $998K | Buy |
9,519
+488
| +5% | +$51.2K | 0.39% | 56 |
|
|
2020
Q4 | $763K | Buy |
9,031
+530
| +6% | +$44.8K | 0.33% | 59 |
|
|
2020
Q3 | $706K | Buy |
8,501
+918
| +12% | +$76.2K | 0.33% | 61 |
|
|
2020
Q2 | $677K | Buy |
7,583
+871
| +13% | +$77.8K | 0.39% | 61 |
|
|
2020
Q1 | $486K | Buy |
+6,712
| New | +$486K | 0.43% | 55 |
|