True Link 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
Q1 | – | Sell |
-2,610
| Closed | -$378K | – | 98 |
|
|
2024
Q4 | $378K | Buy |
2,610
+423
| +19% | +$61.3K | 0.03% | 46 |
|
|
2024
Q3 | $322K | Sell |
2,187
-173
| -7% | -$25.5K | 0.03% | 51 |
|
|
2024
Q2 | $369K | Buy |
2,360
+552
| +31% | +$86.3K | 0.03% | 46 |
|
|
2024
Q1 | $285K | Sell |
1,808
-171
| -9% | -$27K | 0.03% | 56 |
|
|
2023
Q4 | $295K | Buy |
1,979
+7
| +0.4% | +$1.04K | 0.03% | 52 |
|
|
2023
Q3 | $332K | Buy |
1,972
+207
| +12% | +$34.9K | 0.04% | 90 |
|
|
2023
Q2 | $278K | Sell |
1,765
-191
| -10% | -$30.1K | 0.03% | 103 |
|
|
2023
Q1 | $319K | Hold |
1,956
| – | – | 0.04% | 100 |
|
|
2022
Q4 | $351K | Sell |
1,956
-160
| -8% | -$28.7K | 0.05% | 88 |
|
|
2022
Q3 | $304K | Buy |
2,116
+617
| +41% | +$88.6K | 0.04% | 109 |
|
|
2022
Q2 | $217K | Buy |
1,499
+41
| +3% | +$5.94K | 0.03% | 117 |
|
|
2022
Q1 | $237K | Hold |
1,458
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $171K | Buy |
1,458
+1,428
| +4,760% | +$167K | 0.02% | 271 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $3K | Sell |
30
-531
| -95% | -$53.1K | ﹤0.01% | 662 |
|
|
2020
Q4 | $47K | Buy |
+561
| New | +$47K | 0.01% | 551 |
|