Wade Financial Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $235K | Sell |
1,406
-47
| -3% | -$7.86K | 0.08% | 73 |
|
|
2024
Q4 | $210K | Hold |
1,453
| – | – | 0.07% | 75 |
|
|
2024
Q3 | $214K | Hold |
1,453
| – | – | 0.07% | 79 |
|
|
2024
Q2 | $227K | Hold |
1,453
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $229K | Buy |
+1,453
| New | +$229K | 0.08% | 75 |
|
|
2023
Q4 | – | Sell |
-1,453
| Closed | -$245K | – | 76 |
|
|
2023
Q3 | $245K | Hold |
1,453
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $229K | Hold |
1,453
| – | – | 0.09% | 72 |
|
|
2023
Q1 | $237K | Hold |
1,453
| – | – | 0.1% | 71 |
|
|
2022
Q4 | $261K | Buy |
+1,453
| New | +$261K | 0.12% | 72 |
|
|
2022
Q2 | – | Sell |
-1,442
| Closed | -$235K | – | 75 |
|
|
2022
Q1 | $235K | Buy |
+1,442
| New | +$235K | 0.1% | 76 |
|