Wallace Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
44,974
+481
| +1% | +$80.5K | 5.46% | 2 |
|
|
2025
Q1 | $6.44M | Sell |
44,493
-56
| -0.1% | -$8.11K | 4.46% | 2 |
|
|
2024
Q4 | $6.56M | Buy |
44,549
+310
| +0.7% | +$45.7K | 4.53% | 2 |
|
|
2024
Q3 | $6.92M | Sell |
44,239
-84
| -0.2% | -$13.1K | 5.06% | 2 |
|
|
2024
Q2 | $6.93M | Buy |
44,323
+808
| +2% | +$126K | 4.99% | 2 |
|
|
2024
Q1 | $6.49M | Buy |
43,515
+1,174
| +3% | +$175K | 4.88% | 2 |
|
|
2023
Q4 | $7.14M | Sell |
42,341
-33
| -0.1% | -$5.56K | 5.59% | 2 |
|
|
2023
Q3 | $6.67M | Buy |
42,374
+43
| +0.1% | +$6.77K | 4.79% | 3 |
|
|
2023
Q2 | $6.91M | Hold |
42,331
| – | – | 5.25% | 2 |
|
|
2023
Q1 | $6.91M | Sell |
42,331
-114
| -0.3% | -$18.6K | 5.25% | 2 |
|
|
2022
Q4 | $7.62M | Buy |
+42,445
| New | +$7.62M | 6.01% | 3 |
|