Wealth Advisory Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
9,714
-188
| -2% | -$26.9K | 0.35% | 64 |
|
|
2025
Q1 | $1.66M | Sell |
9,902
-22,132
| -69% | -$3.7M | 0.44% | 55 |
|
|
2024
Q4 | $4.64M | Sell |
32,034
-13,798
| -30% | -$2M | 1.3% | 20 |
|
|
2024
Q3 | $6.75M | Sell |
45,832
-5,513
| -11% | -$812K | 1.86% | 13 |
|
|
2024
Q2 | $8.03M | Buy |
51,345
+2,294
| +5% | +$359K | 2.18% | 12 |
|
|
2024
Q1 | $7.74M | Buy |
49,051
+2,836
| +6% | +$447K | 2% | 13 |
|
|
2023
Q4 | $6.89M | Sell |
46,215
-6,962
| -13% | -$1.04M | 2.41% | 14 |
|
|
2023
Q3 | $8.97M | Sell |
53,177
-1,302
| -2% | -$220K | 1.76% | 15 |
|
|
2023
Q2 | $8.57M | Sell |
54,479
-1,451
| -3% | -$228K | 2.28% | 13 |
|
|
2023
Q1 | $9.13M | Sell |
55,930
-15,246
| -21% | -$2.49M | 2.43% | 10 |
|
|
2022
Q4 | $12.8M | Sell |
71,176
-438
| -0.6% | -$78.6K | 3.43% | 4 |
|
|
2022
Q3 | $10.3M | Buy |
71,614
+18,570
| +35% | +$2.67M | 2.84% | 5 |
|
|
2022
Q2 | $7.68M | Sell |
53,044
-5,128
| -9% | -$742K | 1.89% | 13 |
|
|
2022
Q1 | $9.47M | Buy |
+58,172
| New | +$9.47M | 1.97% | 10 |
|
|
2021
Q3 | $5.83M | Buy |
57,476
+35,700
| +164% | +$3.62M | 1.3% | 18 |
|
|
2021
Q2 | $2.28M | Buy |
21,776
+1,195
| +6% | +$125K | 0.54% | 50 |
|
|
2021
Q1 | $767K | Buy |
20,581
+17,697
| +614% | +$660K | 0.57% | 38 |
|
|
2020
Q4 | $243K | Sell |
2,884
-1,029
| -26% | -$86.7K | 0.07% | 139 |
|
|
2020
Q3 | $281K | Sell |
3,913
-177
| -4% | -$12.7K | 0.07% | 151 |
|
|
2020
Q2 | $364K | Buy |
4,090
+316
| +8% | +$28.1K | 0.1% | 128 |
|
|
2020
Q1 | $273K | Buy |
+3,774
| New | +$273K | 0.09% | 136 |
|