Strategic Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
+9,753
| New | +$1.4M | 0.11% | 122 |
|
|
2024
Q4 | $1.27M | Sell |
8,118
-485
| -6% | -$75.6K | 0.1% | 131 |
|
|
2024
Q3 | $1.27M | Sell |
8,603
-108
| -1% | -$15.9K | 0.12% | 129 |
|
|
2024
Q2 | $1.36M | Buy |
8,711
+1,929
| +28% | +$302K | 0.14% | 115 |
|
|
2024
Q1 | $1.07M | Buy |
6,782
+898
| +15% | +$142K | 0.12% | 128 |
|
|
2023
Q4 | $878K | Sell |
5,884
-1,447
| -20% | -$216K | 0.11% | 136 |
|
|
2023
Q3 | $1.24M | Sell |
7,331
-1,223
| -14% | -$206K | 0.16% | 141 |
|
|
2023
Q2 | $1.35M | Buy |
8,554
+1,510
| +21% | +$238K | 0.17% | 137 |
|
|
2023
Q1 | $1.15M | Buy |
7,044
+2,506
| +55% | +$409K | 0.18% | 124 |
|
|
2022
Q4 | $815K | Buy |
4,538
+555
| +14% | +$99.6K | 0.15% | 136 |
|
|
2022
Q3 | $572K | Buy |
3,983
+1,585
| +66% | +$228K | 0.12% | 165 |
|
|
2022
Q2 | $347K | Sell |
2,398
-346
| -13% | -$50.1K | 0.07% | 183 |
|
|
2022
Q1 | $447K | Sell |
2,744
-610
| -18% | -$99.4K | 0.09% | 184 |
|
|
2021
Q4 | $394K | Buy |
3,354
+648
| +24% | +$76.1K | 0.07% | 217 |
|
|
2021
Q3 | $274K | Buy |
+2,706
| New | +$274K | 0.08% | 206 |
|
|
2020
Q3 | – | Sell |
-2,917
| Closed | -$260K | – | 154 |
|
|
2020
Q2 | $260K | Sell |
2,917
-9,243
| -76% | -$824K | 0.13% | 117 |
|
|
2020
Q1 | $1.47M | Hold |
12,160
| – | – | 0.76% | 34 |
|
|
2019
Q4 | $1.47M | Sell |
12,160
-2,868
| -19% | -$346K | 0.76% | 34 |
|
|
2019
Q3 | $312K | Buy |
15,028
+478
| +3% | +$9.91K | 1.6% | 10 |
|
|
2019
Q2 | $1.81M | Sell |
14,550
-390
| -3% | -$48.5K | 0.87% | 24 |
|
|
2019
Q1 | $1.86M | Buy |
14,940
+3,010
| +25% | +$375K | 0.86% | 25 |
|
|
2018
Q4 | $1.36M | Buy |
11,930
+551
| +5% | +$62.8K | 0.69% | 34 |
|
|
2018
Q3 | $1.39M | Buy |
11,379
+1,544
| +16% | +$189K | 0.74% | 38 |
|
|
2018
Q2 | $1.24M | Buy |
9,835
+337
| +4% | +$42.6K | 0.72% | 33 |
|
|
2018
Q1 | $1.08M | Buy |
9,498
+7,670
| +420% | +$875K | 0.56% | 55 |
|
|
2017
Q4 | $215K | Buy |
+1,828
| New | +$215K | 0.12% | 140 |
|