Wealth Enhancement Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154M | Sell |
1,037,632
-96,120
| -8% | -$14.3M | 0.25% | 73 |
|
|
2025
Q1 | $190M | Buy |
1,133,752
+104,103
| +10% | +$17.4M | 0.36% | 49 |
|
|
2024
Q4 | $149M | Buy |
1,029,649
+148,050
| +17% | +$21.4M | 0.29% | 64 |
|
|
2024
Q3 | $130M | Sell |
881,599
-1,033
| -0.1% | -$152K | 0.28% | 69 |
|
|
2024
Q2 | $138M | Sell |
882,632
-6,809
| -0.8% | -$1.07M | 0.33% | 60 |
|
|
2024
Q1 | $140M | Buy |
889,441
+29,503
| +3% | +$4.65M | 0.36% | 54 |
|
|
2023
Q4 | $128M | Buy |
859,938
+29,490
| +4% | +$4.4M | 0.37% | 54 |
|
|
2023
Q3 | $140M | Buy |
830,448
+750,644
| +941% | +$127M | 0.46% | 40 |
|
|
2023
Q2 | $12.6M | Buy |
79,804
+60,340
| +310% | +$9.49M | 0.14% | 79 |
|
|
2023
Q1 | $3.18M | Sell |
19,464
-29,313
| -60% | -$4.78M | 0.04% | 166 |
|
|
2022
Q4 | $8.5M | Buy |
48,777
+47,210
| +3,013% | +$8.22M | 0.11% | 93 |
|
|
2022
Q3 | $251K | Sell |
1,567
-254
| -14% | -$40.7K | ﹤0.01% | 308 |
|
|
2022
Q2 | $260K | Sell |
1,821
-13,015
| -88% | -$1.86M | ﹤0.01% | 312 |
|
|
2022
Q1 | $2.44M | Sell |
14,836
-696
| -4% | -$114K | 0.03% | 180 |
|
|
2021
Q4 | $2.07M | Sell |
15,532
-41,101
| -73% | -$5.47M | 0.03% | 171 |
|
|
2021
Q3 | $6.46M | Buy |
56,633
+12,805
| +29% | +$1.46M | 0.1% | 95 |
|
|
2021
Q2 | $4.44M | Buy |
43,828
+16,586
| +61% | +$1.68M | 0.07% | 107 |
|
|
2021
Q1 | $2.82M | Buy |
27,242
+1,417
| +5% | +$147K | 0.05% | 124 |
|
|
2020
Q4 | $2.38M | Buy |
25,825
+1,988
| +8% | +$183K | 0.05% | 111 |
|
|
2020
Q3 | $1.78M | Sell |
23,837
-8,870
| -27% | -$661K | 0.05% | 126 |
|
|
2020
Q2 | $2.98M | Sell |
32,707
-10,821
| -25% | -$985K | 0.09% | 87 |
|
|
2020
Q1 | $3.91M | Buy |
43,528
+32,737
| +303% | +$2.94M | 0.14% | 71 |
|
|
2019
Q4 | $1.3M | Sell |
10,791
-5,962
| -36% | -$718K | 0.05% | 152 |
|
|
2019
Q3 | $1.95M | Buy |
16,753
+14,692
| +713% | +$1.71M | 0.08% | 106 |
|
|
2019
Q2 | $256K | Sell |
2,061
-16,830
| -89% | -$2.09M | 0.01% | 192 |
|
|
2019
Q1 | $2.31M | Sell |
18,891
-15,415
| -45% | -$1.88M | 0.13% | 68 |
|
|
2018
Q4 | $3.92M | Buy |
34,306
+14,687
| +75% | +$1.68M | 0.25% | 42 |
|
|
2018
Q3 | $2.16M | Buy |
19,619
+411
| +2% | +$45.3K | 0.13% | 56 |
|
|
2018
Q2 | $2.44M | Sell |
19,208
-17,661
| -48% | -$2.25M | 0.15% | 58 |
|
|
2018
Q1 | $4.4M | Buy |
36,869
+17,183
| +87% | +$2.05M | 0.3% | 36 |
|
|
2017
Q4 | $2.63M | Sell |
19,686
-1,327
| -6% | -$177K | 0.19% | 59 |
|
|
2017
Q3 | $2.46M | Buy |
+21,013
| New | +$2.46M | 0.2% | 57 |
|
|
2017
Q2 | – | Sell |
-16,916
| Closed | -$1.81M | – | 151 |
|
|
2017
Q1 | $1.81M | Buy |
16,916
+10,224
| +153% | +$1.09M | 0.19% | 63 |
|
|
2016
Q4 | $788K | Sell |
6,692
-16,279
| -71% | -$1.92M | 0.1% | 104 |
|
|
2016
Q3 | $2.35M | Buy |
+22,971
| New | +$2.35M | 0.35% | 48 |
|