TRUE Private 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 | $4.84M | Buy |
33,786
+1,078
| +3% | +$154K | 0.54% | 33 |
|
|
2025
Q1 | $5.47M | Sell |
32,708
-989
| -3% | -$165K | 0.66% | 31 |
|
|
2024
Q4 | $4.88M | Sell |
33,697
-1,109
| -3% | -$161K | 0.59% | 30 |
|
|
2024
Q3 | $5.13M | Sell |
34,806
-1,258
| -3% | -$185K | 0.61% | 28 |
|
|
2024
Q2 | $5.64M | Sell |
36,064
-750
| -2% | -$117K | 0.64% | 28 |
|
|
2024
Q1 | $5.81M | Sell |
36,814
-2,881
| -7% | -$454K | 0.67% | 28 |
|
|
2023
Q4 | $5.92M | Buy |
39,695
+4,007
| +11% | +$598K | 0.75% | 23 |
|
|
2023
Q3 | $6.02M | Buy |
35,688
+1,183
| +3% | +$199K | 0.84% | 20 |
|
|
2023
Q2 | $5.43M | Sell |
34,505
-243
| -0.7% | -$38.2K | 0.8% | 19 |
|
|
2023
Q1 | $5.67M | Buy |
34,748
+660
| +2% | +$108K | 0.84% | 18 |
|
|
2022
Q4 | $6.12M | Buy |
34,088
+842
| +3% | +$151K | 0.94% | 13 |
|
|
2022
Q3 | $4.78M | Buy |
33,246
+2,320
| +8% | +$333K | 0.72% | 16 |
|
|
2022
Q2 | $4.48M | Sell |
30,926
-2,262
| -7% | -$327K | 0.65% | 21 |
|
|
2022
Q1 | $5.56M | Sell |
33,188
-10,592
| -24% | -$1.78M | 0.78% | 16 |
|
|
2021
Q4 | $5.14M | Sell |
43,780
-179
| -0.4% | -$21K | 0.73% | 21 |
|
|
2021
Q3 | $4.46M | Buy |
43,959
+405
| +0.9% | +$41.1K | 0.65% | 21 |
|
|
2021
Q2 | $4.56M | Buy |
43,554
+718
| +2% | +$75.2K | 0.68% | 19 |
|
|
2021
Q1 | $4.49M | Buy |
42,836
+2,673
| +7% | +$280K | 0.73% | 18 |
|
|
2020
Q4 | $3.39M | Buy |
40,163
+414
| +1% | +$35K | 0.57% | 26 |
|
|
2020
Q3 | $2.86M | Sell |
39,749
-1,542
| -4% | -$111K | 0.49% | 31 |
|
|
2020
Q2 | $3.68M | Buy |
41,291
+4,496
| +12% | +$401K | 0.67% | 26 |
|
|
2020
Q1 | $2.67M | Buy |
36,795
+24,957
| +211% | +$1.81M | 0.57% | 32 |
|
|
2019
Q4 | $1.43M | Buy |
11,838
+185
| +2% | +$22.3K | 0.22% | 64 |
|
|
2019
Q3 | $1.38M | Sell |
11,653
-741
| -6% | -$87.9K | 0.24% | 61 |
|
|
2019
Q2 | $1.54M | Buy |
12,394
+922
| +8% | +$115K | 0.26% | 56 |
|
|
2019
Q1 | $1.41M | Sell |
11,472
-697
| -6% | -$85.8K | 0.27% | 63 |
|
|
2018
Q4 | $1.32M | Sell |
12,169
-1,935
| -14% | -$210K | 0.23% | 76 |
|
|
2018
Q3 | $1.72M | Sell |
14,104
-31
| -0.2% | -$3.79K | 0.24% | 74 |
|
|
2018
Q2 | $1.79M | Buy |
14,135
+1,652
| +13% | +$209K | 0.28% | 66 |
|
|
2018
Q1 | $1.42M | Sell |
12,483
-186
| -1% | -$21.2K | 0.24% | 65 |
|
|
2017
Q4 | $1.59M | Buy |
12,669
+3,105
| +32% | +$389K | 0.27% | 62 |
|
|
2017
Q3 | $1.12M | Sell |
9,564
-19
| -0.2% | -$2.23K | 0.25% | 54 |
|
|
2017
Q2 | $999K | Buy |
9,583
+48
| +0.5% | +$5K | 0.23% | 57 |
|
|
2017
Q1 | $1.04M | Buy |
9,535
+156
| +2% | +$17K | 0.24% | 51 |
|
|
2016
Q4 | $1.04M | Buy |
9,379
+106
| +1% | +$11.8K | 0.25% | 52 |
|
|
2016
Q3 | $934K | Sell |
9,273
-95
| -1% | -$9.57K | 0.3% | 48 |
|
|
2016
Q2 | $982K | Buy |
9,368
+55
| +0.6% | +$5.77K | 0.33% | 44 |
|
|
2016
Q1 | $889K | Buy |
9,313
+2,687
| +41% | +$256K | 0.35% | 42 |
|
|
2015
Q4 | $596K | Buy |
+6,626
| New | +$596K | 0.26% | 52 |
|