Stratos 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 | $10.5M | Buy |
73,401
+8,273
| +13% | +$1.18M | 0.14% | 146 |
|
|
2025
Q1 | $10.9M | Sell |
65,128
-10,589
| -14% | -$1.77M | 0.17% | 124 |
|
|
2024
Q4 | $11M | Buy |
75,717
+4,949
| +7% | +$717K | 0.15% | 129 |
|
|
2024
Q3 | $10.4M | Buy |
70,768
+261
| +0.4% | +$38.4K | 0.15% | 142 |
|
|
2024
Q2 | $11M | Buy |
70,507
+7,077
| +11% | +$1.11M | 0.18% | 118 |
|
|
2024
Q1 | $10M | Sell |
63,430
-7,986
| -11% | -$1.26M | 0.17% | 137 |
|
|
2023
Q4 | $10.7M | Buy |
71,416
+4,341
| +6% | +$648K | 0.2% | 110 |
|
|
2023
Q3 | $11.3M | Buy |
67,075
+3,224
| +5% | +$544K | 0.24% | 84 |
|
|
2023
Q2 | $10M | Buy |
63,851
+3,377
| +6% | +$531K | 0.23% | 94 |
|
|
2023
Q1 | $9.87M | Sell |
60,474
-3,199
| -5% | -$522K | 0.26% | 77 |
|
|
2022
Q4 | $11.4M | Buy |
63,673
+3,871
| +6% | +$695K | 0.29% | 73 |
|
|
2022
Q3 | $8.59M | Sell |
59,802
-6,739
| -10% | -$968K | 0.24% | 86 |
|
|
2022
Q2 | $9.63M | Buy |
66,541
+9,069
| +16% | +$1.31M | 0.24% | 84 |
|
|
2022
Q1 | $9.36M | Sell |
57,472
-575
| -1% | -$93.6K | 0.21% | 106 |
|
|
2021
Q4 | $6.81M | Buy |
58,047
+3,874
| +7% | +$455K | 0.15% | 147 |
|
|
2021
Q3 | $5.5M | Buy |
54,173
+3,662
| +7% | +$372K | 0.14% | 165 |
|
|
2021
Q2 | $5.29M | Buy |
50,511
+3,580
| +8% | +$375K | 0.13% | 174 |
|
|
2021
Q1 | $4.92M | Sell |
46,931
-289
| -0.6% | -$30.3K | 0.14% | 167 |
|
|
2020
Q4 | $3.99M | Sell |
47,220
-245
| -0.5% | -$20.7K | 0.12% | 185 |
|
|
2020
Q3 | $3.42M | Sell |
47,465
-1,875
| -4% | -$135K | 0.11% | 198 |
|
|
2020
Q2 | $4.4M | Sell |
49,340
-281
| -0.6% | -$25.1K | 0.16% | 151 |
|
|
2020
Q1 | $3.6M | Buy |
49,621
+1,121
| +2% | +$81.2K | 0.16% | 126 |
|
|
2019
Q4 | $5.85M | Buy |
48,500
+3,776
| +8% | +$455K | 0.23% | 94 |
|
|
2019
Q3 | $5.3M | Buy |
44,724
+601
| +1% | +$71.3K | 0.23% | 94 |
|
|
2019
Q2 | $5.49M | Sell |
44,123
-174
| -0.4% | -$21.7K | 0.24% | 81 |
|
|
2019
Q1 | $5.46M | Sell |
44,297
-370
| -0.8% | -$45.6K | 0.25% | 85 |
|
|
2018
Q4 | $4.86M | Buy |
44,667
+2,648
| +6% | +$288K | 0.25% | 84 |
|
|
2018
Q3 | $5.14M | Sell |
42,019
-694
| -2% | -$84.9K | 0.23% | 88 |
|
|
2018
Q2 | $5.4M | Sell |
42,713
-2,048
| -5% | -$259K | 0.24% | 78 |
|
|
2018
Q1 | $5.11M | Sell |
44,761
-3,106
| -6% | -$354K | 0.22% | 104 |
|
|
2017
Q4 | $5.99M | Sell |
47,867
-24,192
| -34% | -$3.03M | 0.27% | 70 |
|
|
2017
Q3 | $8.47M | Buy |
72,059
+476
| +0.7% | +$55.9K | 0.4% | 54 |
|
|
2017
Q2 | $7.47M | Buy |
71,583
+2,808
| +4% | +$293K | 0.39% | 55 |
|
|
2017
Q1 | $7.38M | Buy |
68,775
+464
| +0.7% | +$49.8K | 0.42% | 55 |
|
|
2016
Q4 | $8.04M | Buy |
68,311
+4,527
| +7% | +$533K | 0.5% | 43 |
|
|
2016
Q3 | $6.57M | Buy |
63,784
+5,951
| +10% | +$613K | 0.44% | 49 |
|
|
2016
Q2 | $6.06M | Buy |
57,833
+4,766
| +9% | +$500K | 0.45% | 44 |
|
|
2016
Q1 | $5.06M | Buy |
53,067
+11,616
| +28% | +$1.11M | 0.43% | 45 |
|
|
2015
Q4 | $3.73M | Sell |
41,451
-3,545
| -8% | -$319K | 0.31% | 65 |
|
|
2015
Q3 | $3.55M | Buy |
44,996
+1,851
| +4% | +$146K | 0.45% | 45 |
|
|
2015
Q2 | $4.16M | Sell |
43,145
-1,614
| -4% | -$156K | 0.53% | 30 |
|
|
2015
Q1 | $4.69M | Buy |
44,759
+14,288
| +47% | +$1.5M | 0.56% | 31 |
|
|
2014
Q4 | $3.42M | Buy |
30,471
+4,829
| +19% | +$542K | 0.62% | 34 |
|
|
2014
Q3 | $3.06M | Buy |
25,642
+4,731
| +23% | +$564K | 0.72% | 33 |
|
|
2014
Q2 | $2.74M | Buy |
+20,911
| New | +$2.74M | 0.91% | 27 |
|