Sowell Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
79,699
+4,557
| +6% | +$653K | 0.46% | 39 |
|
|
2025
Q1 | $12.6M | Sell |
75,142
-5,294
| -7% | -$886K | 0.57% | 31 |
|
|
2024
Q4 | $11.7M | Buy |
80,436
+202
| +0.3% | +$29.3K | 0.61% | 33 |
|
|
2024
Q3 | $11.8M | Buy |
80,234
+2,852
| +4% | +$420K | 0.55% | 36 |
|
|
2024
Q2 | $12.1M | Buy |
77,382
+2,049
| +3% | +$321K | 0.58% | 36 |
|
|
2024
Q1 | $11.9M | Sell |
75,333
-1,311
| -2% | -$207K | 0.56% | 37 |
|
|
2023
Q4 | $11.4M | Sell |
76,644
-867
| -1% | -$129K | 0.62% | 31 |
|
|
2023
Q3 | $13.1M | Buy |
77,511
+771
| +1% | +$130K | 0.82% | 22 |
|
|
2023
Q2 | $12.1M | Buy |
76,740
+15,926
| +26% | +$2.51M | 0.67% | 25 |
|
|
2023
Q1 | $9.92M | Sell |
60,814
-24,867
| -29% | -$4.06M | 0.77% | 15 |
|
|
2022
Q4 | $15.4M | Buy |
85,681
+14,469
| +20% | +$2.6M | 1% | 13 |
|
|
2022
Q3 | $10.2M | Sell |
71,212
-276
| -0.4% | -$39.7K | 1.03% | 14 |
|
|
2022
Q2 | $10.4M | Buy |
71,488
+57,723
| +419% | +$8.36M | 0.96% | 22 |
|
|
2022
Q1 | $2.25M | Sell |
13,765
-42,136
| -75% | -$6.88M | 0.39% | 48 |
|
|
2021
Q4 | $6.56M | Sell |
55,901
-13,876
| -20% | -$1.63M | 0.38% | 59 |
|
|
2021
Q3 | $7.08M | Sell |
69,777
-74
| -0.1% | -$7.51K | 0.48% | 45 |
|
|
2021
Q2 | $7.32M | Sell |
69,851
-45,820
| -40% | -$4.8M | 0.48% | 44 |
|
|
2021
Q1 | $12.6M | Buy |
115,671
+7,280
| +7% | +$794K | 0.44% | 52 |
|
|
2020
Q4 | $9.15M | Buy |
108,391
+3,493
| +3% | +$295K | 0.39% | 56 |
|
|
2020
Q3 | $7.55M | Buy |
104,898
+2,434
| +2% | +$175K | 0.38% | 63 |
|
|
2020
Q2 | $9.14M | Sell |
102,464
-354
| -0.3% | -$31.6K | 0.5% | 46 |
|
|
2020
Q1 | $7.45M | Buy |
102,818
+16,681
| +19% | +$1.21M | 0.55% | 33 |
|
|
2019
Q4 | $10.4M | Buy |
86,137
+857
| +1% | +$103K | 0.79% | 20 |
|
|
2019
Q3 | $10.1M | Buy |
+85,280
| New | +$10.1M | 0.84% | 19 |
|
|
2019
Q1 | $8.16M | Sell |
66,259
-398
| -0.6% | -$49K | 0.91% | 22 |
|
|
2018
Q4 | $7.25M | Buy |
66,657
+6,384
| +11% | +$695K | 1.03% | 18 |
|
|
2018
Q3 | $7.37M | Buy |
60,273
+1,342
| +2% | +$164K | 1.07% | 16 |
|
|
2018
Q2 | $7.22M | Buy |
58,931
+2,756
| +5% | +$337K | 1.53% | 10 |
|
|
2018
Q1 | $7.05M | Buy |
56,175
+2,927
| +5% | +$367K | 1.76% | 9 |
|
|
2017
Q4 | $7.01M | Sell |
53,248
-7,231
| -12% | -$952K | 1.71% | 9 |
|
|
2017
Q3 | $7.01M | Buy |
60,479
+3,619
| +6% | +$419K | 1.83% | 9 |
|
|
2017
Q2 | $6.27M | Buy |
56,860
+3,954
| +7% | +$436K | 1.78% | 13 |
|
|
2017
Q1 | $5.62M | Buy |
52,906
+3,272
| +7% | +$348K | 1.66% | 10 |
|
|
2016
Q4 | $5.59M | Buy |
+49,634
| New | +$5.59M | 1.87% | 8 |
|