Warren Street 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 | $5.51M | Buy |
38,491
+483
| +1% | +$69.2K | 1.82% | 12 |
|
|
2025
Q1 | $6.36M | Sell |
38,008
-3,905
| -9% | -$653K | 2.47% | 9 |
|
|
2024
Q4 | $6.07M | Sell |
41,913
-2,531
| -6% | -$367K | 2.49% | 8 |
|
|
2024
Q3 | $6.55M | Buy |
44,444
+2,286
| +5% | +$337K | 2.7% | 8 |
|
|
2024
Q2 | $6.59M | Buy |
42,158
+2,714
| +7% | +$425K | 3.28% | 6 |
|
|
2024
Q1 | $6.22M | Buy |
39,444
+2,665
| +7% | +$420K | 3.08% | 7 |
|
|
2023
Q4 | $5.49M | Buy |
36,779
+9,349
| +34% | +$1.39M | 3.11% | 7 |
|
|
2023
Q3 | $4.63M | Sell |
27,430
-2,286
| -8% | -$385K | 3.06% | 8 |
|
|
2023
Q2 | $4.68M | Buy |
29,716
+3,430
| +13% | +$540K | 3.08% | 8 |
|
|
2023
Q1 | $4.29M | Buy |
26,286
+2,482
| +10% | +$405K | 3.05% | 8 |
|
|
2022
Q4 | $4.27M | Sell |
23,804
-2,821
| -11% | -$506K | 3.43% | 8 |
|
|
2022
Q3 | $3.83M | Buy |
26,625
+5,469
| +26% | +$786K | 3.85% | 7 |
|
|
2022
Q2 | $3.06M | Sell |
21,156
-1,276
| -6% | -$185K | 2.96% | 9 |
|
|
2022
Q1 | $3.65M | Buy |
22,432
+2,925
| +15% | +$476K | 3.19% | 8 |
|
|
2021
Q4 | $2.29M | Buy |
+19,507
| New | +$2.29M | 2.12% | 15 |
|