TrueWealth 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 | $1.6M | Sell |
11,193
-191
| -2% | -$27.3K | 0.47% | 41 |
|
|
2025
Q1 | $1.9M | Sell |
11,384
-205
| -2% | -$34.3K | 0.63% | 36 |
|
|
2024
Q4 | $1.68M | Buy |
11,589
+3,696
| +47% | +$535K | 0.56% | 41 |
|
|
2024
Q3 | $1.16M | Sell |
7,893
-3,818
| -33% | -$562K | 0.39% | 57 |
|
|
2024
Q2 | $1.83M | Sell |
11,711
-136
| -1% | -$21.3K | 0.68% | 31 |
|
|
2024
Q1 | $1.87M | Buy |
11,847
+27
| +0.2% | +$4.26K | 0.72% | 30 |
|
|
2023
Q4 | $1.76M | Sell |
11,820
-715
| -6% | -$107K | 0.68% | 30 |
|
|
2023
Q3 | $2.11M | Sell |
12,535
-491
| -4% | -$82.8K | 0.89% | 25 |
|
|
2023
Q2 | $2.05M | Sell |
13,026
-56
| -0.4% | -$8.81K | 0.84% | 29 |
|
|
2023
Q1 | $2.13M | Buy |
13,082
+8
| +0.1% | +$1.31K | 0.9% | 25 |
|
|
2022
Q4 | $2.35M | Buy |
13,074
+503
| +4% | +$90.3K | 1.03% | 21 |
|
|
2022
Q3 | $1.81M | Buy |
12,571
+14
| +0.1% | +$2.01K | 0.86% | 24 |
|
|
2022
Q2 | $1.82M | Buy |
12,557
+4,960
| +65% | +$718K | 0.85% | 27 |
|
|
2022
Q1 | $892K | Hold |
7,597
| – | – | 0.4% | 54 |
|
|
2021
Q4 | $892K | Buy |
7,597
+526
| +7% | +$61.8K | 0.4% | 54 |
|
|
2021
Q3 | $717K | Sell |
7,071
-372
| -5% | -$37.7K | 0.4% | 55 |
|
|
2021
Q2 | $780K | Buy |
7,443
+579
| +8% | +$60.7K | 0.46% | 49 |
|
|
2021
Q1 | $696K | Sell |
6,864
-162
| -2% | -$16.4K | 0.45% | 49 |
|
|
2020
Q4 | $644K | Buy |
+7,026
| New | +$644K | 0.55% | 45 |
|