V Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $292K | Sell |
1,729
-5,278
| -75% | -$890K | 0.23% | 84 |
|
|
2023
Q2 | $1.1M | Buy |
7,007
+62
| +0.9% | +$9.76K | 0.18% | 105 |
|
|
2023
Q1 | $1.13M | Buy |
6,945
+49
| +0.7% | +$8K | 0.21% | 104 |
|
|
2022
Q4 | $1.24M | Buy |
6,896
+1,056
| +18% | +$190K | 0.26% | 89 |
|
|
2022
Q3 | $839K | Sell |
5,840
-576
| -9% | -$82.8K | 0.17% | 131 |
|
|
2022
Q2 | $929K | Sell |
6,416
-1,515
| -19% | -$219K | 0.18% | 141 |
|
|
2022
Q1 | $1.29M | Sell |
7,931
-1,625
| -17% | -$265K | 0.21% | 118 |
|
|
2021
Q4 | $1.12M | Sell |
9,556
-357
| -4% | -$41.9K | 0.16% | 141 |
|
|
2021
Q3 | $1.01M | Buy |
9,913
+324
| +3% | +$32.8K | 0.16% | 150 |
|
|
2021
Q2 | $1M | Sell |
9,589
-462
| -5% | -$48.2K | 0.16% | 149 |
|
|
2021
Q1 | $1.05M | Buy |
10,051
+327
| +3% | +$34.3K | 0.19% | 128 |
|
|
2020
Q4 | $821K | Buy |
+9,724
| New | +$821K | 0.17% | 153 |
|
|
2020
Q3 | – | Sell |
-7,420
| Closed | -$662K | – | 199 |
|
|
2020
Q2 | $662K | Sell |
7,420
-1,814
| -20% | -$162K | 0.17% | 149 |
|
|
2020
Q1 | $669K | Buy |
9,234
+1,073
| +13% | +$77.7K | 0.21% | 125 |
|
|
2019
Q4 | $968K | Hold |
8,161
| – | – | 0.35% | 74 |
|
|
2019
Q3 | $968K | Buy |
8,161
+75
| +0.9% | +$8.9K | 0.35% | 74 |
|
|
2019
Q2 | $1M | Buy |
8,086
+623
| +8% | +$77.4K | 0.38% | 73 |
|
|
2019
Q1 | $885K | Buy |
7,463
+1,143
| +18% | +$136K | 0.36% | 77 |
|
|
2018
Q4 | $705K | Buy |
6,320
+413
| +7% | +$46.1K | 0.36% | 77 |
|
|
2018
Q3 | $721K | Sell |
5,907
-131
| -2% | -$16K | 0.33% | 81 |
|
|
2018
Q2 | $773K | Buy |
6,038
+94
| +2% | +$12K | 0.43% | 63 |
|
|
2018
Q1 | $664K | Sell |
5,944
-107
| -2% | -$12K | 0.35% | 79 |
|
|
2017
Q4 | $796K | Buy |
6,051
+1,022
| +20% | +$134K | 0.4% | 65 |
|
|
2017
Q3 | $596K | Buy |
5,029
+133
| +3% | +$15.8K | 0.3% | 79 |
|
|
2017
Q2 | $508K | Sell |
4,896
-1,179
| -19% | -$122K | 0.24% | 90 |
|
|
2017
Q1 | $652K | Buy |
6,075
+838
| +16% | +$89.9K | 0.4% | 74 |
|
|
2016
Q4 | $620K | Sell |
5,237
-276
| -5% | -$32.7K | 0.45% | 72 |
|
|
2016
Q3 | $565K | Sell |
5,513
-93
| -2% | -$9.53K | 0.46% | 68 |
|
|
2016
Q2 | $582K | Sell |
5,606
-99
| -2% | -$10.3K | 0.48% | 69 |
|
|
2016
Q1 | $549K | Buy |
+5,705
| New | +$549K | 0.44% | 71 |
|