Wealth Alliance’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
22,830
+656
| +3% | +$93.9K | 0.37% | 54 |
|
|
2025
Q1 | $3.71M | Buy |
22,174
+3,223
| +17% | +$539K | 0.45% | 42 |
|
|
2024
Q4 | $2.74M | Sell |
18,951
-1,385
| -7% | -$201K | 0.33% | 58 |
|
|
2024
Q3 | $2.99M | Sell |
20,336
-1,473
| -7% | -$217K | 0.36% | 55 |
|
|
2024
Q2 | $3.41M | Buy |
21,809
+4,259
| +24% | +$666K | 0.44% | 37 |
|
|
2024
Q1 | $2.77M | Buy |
17,550
+1,386
| +9% | +$219K | 0.36% | 52 |
|
|
2023
Q4 | $2.41M | Buy |
16,164
+261
| +2% | +$38.9K | 0.34% | 53 |
|
|
2023
Q3 | $2.68M | Buy |
15,903
+2,740
| +21% | +$462K | 0.42% | 47 |
|
|
2023
Q2 | $2.07M | Buy |
13,163
+1,523
| +13% | +$240K | 0.31% | 57 |
|
|
2023
Q1 | $1.9M | Buy |
11,640
+223
| +2% | +$36.4K | 0.31% | 64 |
|
|
2022
Q4 | $2.05M | Sell |
11,417
-2,964
| -21% | -$532K | 0.36% | 53 |
|
|
2022
Q3 | $2.07M | Buy |
14,381
+201
| +1% | +$28.9K | 0.41% | 40 |
|
|
2022
Q2 | $2.05M | Sell |
14,180
-5,632
| -28% | -$815K | 0.39% | 50 |
|
|
2022
Q1 | $3.23M | Sell |
19,812
-4,239
| -18% | -$690K | 0.66% | 24 |
|
|
2021
Q4 | $2.82M | Buy |
24,051
+2,282
| +10% | +$268K | 0.57% | 28 |
|
|
2021
Q3 | $2.21M | Sell |
21,769
-193
| -0.9% | -$19.6K | 0.5% | 42 |
|
|
2021
Q2 | $2.3M | Buy |
21,962
+3,481
| +19% | +$365K | 0.54% | 37 |
|
|
2021
Q1 | $1.94M | Sell |
18,481
-139
| -0.7% | -$14.6K | 0.54% | 32 |
|
|
2020
Q4 | $1.57M | Buy |
18,620
+517
| +3% | +$43.7K | 0.46% | 45 |
|
|
2020
Q3 | $1.3M | Sell |
18,103
-54
| -0.3% | -$3.89K | 0.47% | 50 |
|
|
2020
Q2 | $1.62M | Buy |
18,157
+6,261
| +53% | +$559K | 0.64% | 31 |
|
|
2020
Q1 | $862K | Sell |
11,896
-3,927
| -25% | -$285K | 0.46% | 55 |
|
|
2019
Q4 | $1.91M | Buy |
+15,823
| New | +$1.91M | 1.36% | 23 |
|