TruWealth 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 | $4.01M | Sell |
27,987
-84,968
| -75% | -$12.2M | 0.22% | 65 |
|
|
2025
Q1 | $18.9M | Buy |
112,955
+3,378
| +3% | +$565K | 1.14% | 30 |
|
|
2024
Q4 | $15.9M | Buy |
109,577
+2,030
| +2% | +$294K | 0.96% | 34 |
|
|
2024
Q3 | $15.8M | Sell |
107,547
-390
| -0.4% | -$57.4K | 0.97% | 31 |
|
|
2024
Q2 | $16.9M | Buy |
107,937
+4,669
| +5% | +$730K | 1.12% | 29 |
|
|
2024
Q1 | $16.3M | Sell |
103,268
-53,962
| -34% | -$8.51M | 1.14% | 27 |
|
|
2023
Q4 | $23.5M | Buy |
157,230
+14,403
| +10% | +$2.15M | 1.79% | 18 |
|
|
2023
Q3 | $24.1M | Sell |
142,827
-710
| -0.5% | -$120K | 2.07% | 17 |
|
|
2023
Q2 | $22.6M | Sell |
143,537
-1,423
| -1% | -$224K | 1.94% | 18 |
|
|
2023
Q1 | $23.7M | Buy |
144,960
+2,134
| +1% | +$348K | 2.17% | 13 |
|
|
2022
Q4 | $25.6M | Sell |
142,826
-547
| -0.4% | -$98.2K | 2.5% | 8 |
|
|
2022
Q3 | $20.6M | Buy |
143,373
+6,460
| +5% | +$928K | 2.18% | 10 |
|
|
2022
Q2 | $19.8M | Sell |
136,913
-39,476
| -22% | -$5.72M | 2.12% | 11 |
|
|
2022
Q1 | $28.7M | Buy |
176,389
+1,007
| +0.6% | +$164K | 2.99% | 7 |
|
|
2021
Q4 | $20.6M | Buy |
175,382
+4,697
| +3% | +$551K | 2.08% | 12 |
|
|
2021
Q3 | $17.3M | Buy |
170,685
+12,734
| +8% | +$1.29M | 1.93% | 11 |
|
|
2021
Q2 | $16.5M | Buy |
157,951
+2,005
| +1% | +$210K | 1.94% | 12 |
|
|
2021
Q1 | $16.3M | Buy |
155,946
+4,598
| +3% | +$482K | 2.22% | 10 |
|
|
2020
Q4 | $12.8M | Buy |
+151,348
| New | +$12.8M | 1.91% | 14 |
|