Stratos Wealth 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 | $1.91M | Buy |
13,326
+1,783
| +15% | +$255K | 0.1% | 212 |
|
|
2025
Q1 | $1.93M | Sell |
11,543
-5,437
| -32% | -$910K | 0.11% | 192 |
|
|
2024
Q4 | $2.46M | Sell |
16,980
-1,505
| -8% | -$218K | 0.12% | 173 |
|
|
2024
Q3 | $2.72M | Sell |
18,485
-134
| -0.7% | -$19.7K | 0.12% | 179 |
|
|
2024
Q2 | $2.91M | Buy |
18,619
+569
| +3% | +$89K | 0.14% | 155 |
|
|
2024
Q1 | $2.85M | Sell |
18,050
-22,932
| -56% | -$3.62M | 0.17% | 144 |
|
|
2023
Q4 | $6.11M | Buy |
40,982
+1,322
| +3% | +$197K | 0.35% | 71 |
|
|
2023
Q3 | $6.69M | Buy |
39,660
+5,616
| +16% | +$947K | 0.44% | 48 |
|
|
2023
Q2 | $5.36M | Sell |
34,044
-784
| -2% | -$123K | 0.38% | 68 |
|
|
2023
Q1 | $5.68M | Buy |
34,828
+58
| +0.2% | +$9.46K | 0.44% | 52 |
|
|
2022
Q4 | $6.24M | Buy |
34,770
+1,513
| +5% | +$272K | 0.52% | 38 |
|
|
2022
Q3 | $4.78M | Sell |
33,257
-1,201
| -3% | -$173K | 0.5% | 41 |
|
|
2022
Q2 | $4.99M | Buy |
34,458
+1,608
| +5% | +$233K | 0.45% | 50 |
|
|
2022
Q1 | $5.35M | Sell |
32,850
-3,299
| -9% | -$537K | 0.43% | 53 |
|
|
2021
Q4 | $4.24M | Buy |
36,149
+1,848
| +5% | +$217K | 0.31% | 84 |
|
|
2021
Q3 | $3.48M | Buy |
34,301
+1,535
| +5% | +$156K | 0.3% | 93 |
|
|
2021
Q2 | $3.43M | Buy |
32,766
+6,611
| +25% | +$692K | 0.3% | 89 |
|
|
2021
Q1 | $2.74M | Buy |
26,155
+9,412
| +56% | +$986K | 0.29% | 95 |
|
|
2020
Q4 | $1.41M | Buy |
16,743
+2,966
| +22% | +$250K | 0.19% | 127 |
|
|
2020
Q3 | $992K | Buy |
13,777
+368
| +3% | +$26.5K | 0.24% | 101 |
|
|
2020
Q2 | $1.2M | Buy |
13,409
+7,060
| +111% | +$630K | 0.37% | 72 |
|
|
2020
Q1 | $460K | Buy |
6,349
+874
| +16% | +$63.3K | 0.33% | 74 |
|
|
2019
Q4 | $660K | Sell |
5,475
-3,413
| -38% | -$411K | 0.37% | 64 |
|
|
2019
Q3 | $1.05M | Sell |
8,888
-1,851
| -17% | -$220K | 0.4% | 65 |
|
|
2019
Q2 | $1.34M | Buy |
10,739
+960
| +10% | +$119K | 0.53% | 39 |
|
|
2019
Q1 | $1.21M | Sell |
9,779
-84
| -0.9% | -$10.4K | 0.65% | 38 |
|
|
2018
Q4 | $1.07M | Buy |
+9,863
| New | +$1.07M | 0.72% | 33 |
|