Wealthfront Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
156,316
-19,589
| -11% | -$2.8M | 0.06% | 107 |
|
|
2025
Q1 | $29.4M | Buy |
175,905
+29,312
| +20% | +$4.9M | 0.08% | 80 |
|
|
2024
Q4 | $21.2M | Buy |
146,593
+27,557
| +23% | +$3.99M | 0.06% | 91 |
|
|
2024
Q3 | $17.5M | Sell |
119,036
-15,848
| -12% | -$2.33M | 0.05% | 101 |
|
|
2024
Q2 | $21.1M | Buy |
134,884
+3,982
| +3% | +$623K | 0.07% | 80 |
|
|
2024
Q1 | $20.6M | Buy |
130,902
+1,007
| +0.8% | +$159K | 0.07% | 75 |
|
|
2023
Q4 | $19.4M | Sell |
129,895
-18,702
| -13% | -$2.79M | 0.07% | 72 |
|
|
2023
Q3 | $25.1M | Buy |
148,597
+4,416
| +3% | +$745K | 0.11% | 62 |
|
|
2023
Q2 | $22.7M | Sell |
144,181
-8,949
| -6% | -$1.41M | 0.1% | 64 |
|
|
2023
Q1 | $25M | Sell |
153,130
-22,492
| -13% | -$3.67M | 0.11% | 53 |
|
|
2022
Q4 | $31.5M | Buy |
175,622
+13,141
| +8% | +$2.36M | 0.15% | 42 |
|
|
2022
Q3 | $23.3M | Sell |
162,481
-2,033
| -1% | -$292K | 0.12% | 43 |
|
|
2022
Q2 | $23.8M | Buy |
164,514
+8,809
| +6% | +$1.28M | 0.12% | 46 |
|
|
2022
Q1 | $25.4M | Buy |
155,705
+21,267
| +16% | +$3.46M | 0.11% | 42 |
|
|
2021
Q4 | $15.8M | Buy |
134,438
+23,995
| +22% | +$2.82M | 0.07% | 65 |
|
|
2021
Q3 | $11.2M | Buy |
110,443
+17,383
| +19% | +$1.76M | 0.05% | 75 |
|
|
2021
Q2 | $9.75M | Buy |
93,060
+2,111
| +2% | +$221K | 0.05% | 74 |
|
|
2021
Q1 | $9.53M | Buy |
90,949
+14,513
| +19% | +$1.52M | 0.05% | 68 |
|
|
2020
Q4 | $6.46M | Buy |
76,436
+17,402
| +29% | +$1.47M | 0.04% | 83 |
|
|
2020
Q3 | $4.25M | Sell |
59,034
-36,008
| -38% | -$2.59M | 0.03% | 90 |
|
|
2020
Q2 | $8.48M | Buy |
95,042
+47,496
| +100% | +$4.24M | 0.07% | 57 |
|
|
2020
Q1 | $3.45M | Sell |
47,546
-9,884
| -17% | -$716K | 0.03% | 89 |
|
|
2019
Q4 | $6.92M | Sell |
57,430
-10,031
| -15% | -$1.21M | 0.05% | 64 |
|
|
2019
Q3 | $8M | Sell |
67,461
-2,669
| -4% | -$317K | 0.07% | 54 |
|
|
2019
Q2 | $8.73M | Buy |
70,130
+4
| +0% | +$498 | 0.08% | 48 |
|
|
2019
Q1 | $8.64M | Buy |
70,126
+748
| +1% | +$92.1K | 0.08% | 44 |
|
|
2018
Q4 | $7.55M | Buy |
+69,378
| New | +$7.55M | 0.08% | 48 |
|