Toth Financial Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
3,433
-33
| -1% | -$4.73K | 0.06% | 165 |
|
|
2025
Q1 | $580K | Buy |
3,466
+131
| +4% | +$21.9K | 0.07% | 149 |
|
|
2024
Q4 | $483K | Hold |
3,335
| – | – | 0.06% | 156 |
|
|
2024
Q3 | $491K | Hold |
3,335
| – | – | 0.06% | 161 |
|
|
2024
Q2 | $522K | Sell |
3,335
-250
| -7% | -$39.1K | 0.07% | 152 |
|
|
2024
Q1 | $565K | Sell |
3,585
-18
| -0.5% | -$2.84K | 0.07% | 157 |
|
|
2023
Q4 | $537K | Hold |
3,603
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $608K | Buy |
3,603
+2,569
| +248% | +$433K | 0.09% | 137 |
|
|
2023
Q2 | $163K | Sell |
1,034
-17
| -2% | -$2.68K | 0.02% | 206 |
|
|
2023
Q1 | $171K | Buy |
1,051
+32
| +3% | +$5.22K | 0.03% | 196 |
|
|
2022
Q4 | $183K | Sell |
1,019
-60
| -6% | -$10.8K | 0.03% | 190 |
|
|
2022
Q3 | $155K | Buy |
1,079
+60
| +6% | +$8.62K | 0.03% | 182 |
|
|
2022
Q2 | $148K | Buy |
1,019
+197
| +24% | +$28.6K | 0.03% | 188 |
|
|
2022
Q1 | $134K | Buy |
822
+211
| +35% | +$34.4K | 0.02% | 211 |
|
|
2021
Q4 | $72K | Buy |
611
+55
| +10% | +$6.48K | 0.01% | 269 |
|
|
2021
Q3 | $56K | Hold |
556
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $58K | Hold |
556
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $58K | Sell |
556
-200
| -26% | -$20.9K | 0.01% | 280 |
|
|
2020
Q4 | $64K | Hold |
756
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $54K | Buy |
756
+200
| +36% | +$14.3K | 0.01% | 239 |
|
|
2020
Q2 | $50K | Hold |
556
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $40K | Sell |
556
-537
| -49% | -$38.6K | 0.01% | 188 |
|
|
2019
Q4 | $132K | Sell |
1,093
-445
| -29% | -$53.7K | 0.03% | 169 |
|
|
2019
Q3 | $182K | Sell |
1,538
-345
| -18% | -$40.8K | 0.04% | 175 |
|
|
2019
Q2 | $234K | Hold |
1,883
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $232K | Sell |
1,883
-270
| -13% | -$33.3K | 0.05% | 149 |
|
|
2018
Q4 | $234K | Sell |
2,153
-85
| -4% | -$9.24K | 0.06% | 121 |
|
|
2018
Q3 | $274K | Sell |
2,238
-145
| -6% | -$17.8K | 0.06% | 138 |
|
|
2018
Q2 | $301K | Hold |
2,383
| – | – | 0.07% | 134 |
|
|
2018
Q1 | $272K | Sell |
2,383
-198
| -8% | -$22.6K | 0.07% | 140 |
|
|
2017
Q4 | $323K | Sell |
2,581
-350
| -12% | -$43.8K | 0.08% | 128 |
|
|
2017
Q3 | $344K | Sell |
2,931
-55
| -2% | -$6.46K | 0.09% | 127 |
|
|
2017
Q2 | $312K | Buy |
+2,986
| New | +$312K | 0.08% | 125 |
|
|
2014
Q1 | – | Sell |
-1,700
| Closed | -$212K | – | 111 |
|
|
2013
Q4 | $212K | Hold |
1,700
| – | – | 0.09% | 101 |
|
|
2013
Q3 | $207K | Hold |
1,700
| – | – | 0.1% | 99 |
|
|
2013
Q2 | $201K | Buy |
+1,700
| New | +$201K | 0.1% | 99 |
|