Vanguard Capital 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 | $346K | Buy |
2,418
+264
| +12% | +$37.8K | 0.34% | 63 |
|
|
2025
Q1 | $360K | Sell |
2,154
-304
| -12% | -$50.9K | 0.44% | 51 |
|
|
2024
Q4 | $356K | Buy |
2,458
+100
| +4% | +$14.5K | 0.39% | 61 |
|
|
2024
Q3 | $347K | Sell |
2,358
-1,151
| -33% | -$170K | 0.37% | 62 |
|
|
2024
Q2 | $549K | Sell |
3,509
-56
| -2% | -$8.76K | 0.37% | 56 |
|
|
2024
Q1 | $562K | Buy |
3,565
+225
| +7% | +$35.5K | 0.4% | 57 |
|
|
2023
Q4 | $498K | Sell |
3,340
-195
| -6% | -$29.1K | 0.4% | 60 |
|
|
2023
Q3 | $596K | Buy |
3,535
+1,131
| +47% | +$191K | 0.55% | 42 |
|
|
2023
Q2 | $378K | Sell |
2,404
-1,199
| -33% | -$189K | 0.34% | 66 |
|
|
2023
Q1 | $588K | Buy |
3,603
+1,103
| +44% | +$180K | 0.59% | 43 |
|
|
2022
Q4 | $449K | Buy |
2,500
+404
| +19% | +$72.5K | 0.52% | 51 |
|
|
2022
Q3 | $302K | Buy |
2,096
+144
| +7% | +$20.7K | 0.37% | 65 |
|
|
2022
Q2 | $282K | Buy |
1,952
+211
| +12% | +$30.5K | 0.32% | 79 |
|
|
2022
Q1 | $283K | Sell |
1,741
-353
| -17% | -$57.4K | 0.2% | 104 |
|
|
2021
Q4 | $245K | Sell |
2,094
-1,035
| -33% | -$121K | 0.18% | 111 |
|
|
2021
Q3 | $317 | Buy |
+3,129
| New | +$317 | 0.21% | 94 |
|
|
2018
Q4 | – | Sell |
-1,928
| Closed | -$235K | – | 111 |
|
|
2018
Q3 | $235K | Sell |
1,928
-177
| -8% | -$21.6K | 0.27% | 101 |
|
|
2018
Q2 | $268K | Sell |
2,105
-19
| -0.9% | -$2.42K | 0.36% | 89 |
|
|
2018
Q1 | $238K | Sell |
2,124
-77
| -3% | -$8.63K | 0.31% | 89 |
|
|
2017
Q4 | $276K | Buy |
+2,201
| New | +$276K | 0.35% | 86 |
|