Visionary 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 | $11.3M | Buy |
78,987
+3,043
| +4% | +$436K | 0.58% | 41 |
|
|
2025
Q1 | $12.7M | Sell |
75,944
-1,237
| -2% | -$207K | 0.76% | 30 |
|
|
2024
Q4 | $11.2M | Buy |
77,181
+125
| +0.2% | +$18.1K | 0.66% | 37 |
|
|
2024
Q3 | $11.3M | Buy |
77,056
+5,788
| +8% | +$852K | 0.69% | 31 |
|
|
2024
Q2 | $11.1M | Buy |
71,268
+1,361
| +2% | +$213K | 0.73% | 29 |
|
|
2024
Q1 | $11M | Buy |
69,907
+3,648
| +6% | +$575K | 0.74% | 27 |
|
|
2023
Q4 | $9.88M | Buy |
66,259
+1,996
| +3% | +$298K | 0.73% | 26 |
|
|
2023
Q3 | $10.8M | Buy |
64,263
+535
| +0.8% | +$90.2K | 0.88% | 22 |
|
|
2023
Q2 | $10M | Buy |
63,728
+603
| +1% | +$94.9K | 0.8% | 27 |
|
|
2023
Q1 | $10.3M | Sell |
63,125
-48
| -0.1% | -$7.83K | 0.87% | 26 |
|
|
2022
Q4 | $11.3M | Buy |
63,173
+1,233
| +2% | +$221K | 1.05% | 21 |
|
|
2022
Q3 | $8.9M | Sell |
61,940
-2,294
| -4% | -$330K | 0.92% | 28 |
|
|
2022
Q2 | $9.3M | Buy |
64,234
+3,134
| +5% | +$454K | 0.83% | 29 |
|
|
2022
Q1 | $9.95M | Buy |
61,100
+3,478
| +6% | +$566K | 0.8% | 29 |
|
|
2021
Q4 | $6.76M | Buy |
57,622
+4,057
| +8% | +$476K | 0.55% | 43 |
|
|
2021
Q3 | $5.43M | Buy |
53,565
+12,752
| +31% | +$1.29M | 0.56% | 44 |
|
|
2021
Q2 | $4.28M | Sell |
40,813
-251
| -0.6% | -$26.3K | 0.43% | 57 |
|
|
2021
Q1 | $4.3M | Sell |
41,064
-650
| -2% | -$68.1K | 0.45% | 58 |
|
|
2020
Q4 | $3.52M | Buy |
41,714
+2,961
| +8% | +$250K | 0.4% | 65 |
|
|
2020
Q3 | $2.79M | Buy |
38,753
+3,783
| +11% | +$272K | 0.39% | 69 |
|
|
2020
Q2 | $3.12M | Buy |
34,970
+1,723
| +5% | +$154K | 0.48% | 56 |
|
|
2020
Q1 | $2.41M | Buy |
33,247
+14,285
| +75% | +$1.04M | 0.45% | 70 |
|
|
2019
Q4 | $2.29M | Buy |
+18,962
| New | +$2.29M | 0.41% | 65 |
|