W Advisors LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
2,967
-70
| -2% | -$10K | 0.24% | 79 |
|
|
2025
Q1 | $508K | Sell |
3,037
-95
| -3% | -$15.9K | 0.32% | 71 |
|
|
2024
Q4 | $454K | Hold |
3,132
| – | – | 0.28% | 72 |
|
|
2024
Q3 | $461K | Sell |
3,132
-1,853
| -37% | -$273K | 0.28% | 71 |
|
|
2024
Q2 | $780K | Sell |
4,985
-595
| -11% | -$93.1K | 0.51% | 45 |
|
|
2024
Q1 | $880K | Buy |
5,580
+22
| +0.4% | +$3.47K | 0.6% | 40 |
|
|
2023
Q4 | $829K | Buy |
5,558
+8
| +0.1% | +$1.19K | 0.61% | 38 |
|
|
2023
Q3 | $936K | Buy |
5,550
+36
| +0.7% | +$6.07K | 0.77% | 33 |
|
|
2023
Q2 | $868K | Hold |
5,514
| – | – | 0.68% | 35 |
|
|
2023
Q1 | $900K | Sell |
5,514
-63
| -1% | -$10.3K | 0.74% | 33 |
|
|
2022
Q4 | $1M | Sell |
5,577
-504
| -8% | -$90.5K | 0.83% | 32 |
|
|
2022
Q3 | $874K | Buy |
6,081
+5
| +0.1% | +$719 | 0.81% | 32 |
|
|
2022
Q2 | $879K | Buy |
6,076
+36
| +0.6% | +$5.21K | 0.76% | 32 |
|
|
2022
Q1 | $983K | Buy |
6,040
+290
| +5% | +$47.2K | 0.74% | 35 |
|
|
2021
Q4 | $674K | Buy |
+5,750
| New | +$674K | 0.5% | 45 |
|