SS&H 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 | $1.33M | Sell |
9,312
-400
| -4% | -$57.3K | 0.45% | 52 |
|
|
2025
Q1 | $1.63M | Buy |
9,712
+4
| +0% | +$669 | 0.61% | 46 |
|
|
2024
Q4 | $1.41M | Buy |
9,708
+258
| +3% | +$37.4K | 0.51% | 49 |
|
|
2024
Q3 | $1.39M | Buy |
9,450
+470
| +5% | +$69.2K | 0.51% | 50 |
|
|
2024
Q2 | $1.4M | Hold |
8,980
| – | – | 0.55% | 49 |
|
|
2024
Q1 | $1.42M | Hold |
8,980
| – | – | 0.59% | 46 |
|
|
2023
Q4 | $1.34M | Sell |
8,980
-926
| -9% | -$138K | 0.57% | 48 |
|
|
2023
Q3 | $1.67M | Buy |
+9,906
| New | +$1.67M | 0.78% | 37 |
|
|
2023
Q1 | $1.7M | Sell |
10,430
-200
| -2% | -$32.6K | 0.78% | 37 |
|
|
2022
Q4 | $1.91M | Buy |
10,630
+50
| +0.5% | +$8.98K | 0.91% | 33 |
|
|
2022
Q3 | $1.52M | Sell |
10,580
-25
| -0.2% | -$3.59K | 0.79% | 35 |
|
|
2022
Q2 | $1.54M | Sell |
10,605
-227
| -2% | -$32.9K | 0.71% | 39 |
|
|
2022
Q1 | $1.76M | Buy |
+10,832
| New | +$1.76M | 0.69% | 42 |
|