Wealthspire Advisors (New York)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
120,310
-6,712
| -5% | -$961K | 0.1% | 85 |
|
|
2025
Q1 | $21.2M | Buy |
127,022
+63,897
| +101% | +$10.7M | 0.13% | 76 |
|
|
2024
Q4 | $9.14M | Sell |
63,125
-3,431
| -5% | -$497K | 0.09% | 106 |
|
|
2024
Q3 | $9.8M | Buy |
66,556
+1,576
| +2% | +$232K | 0.1% | 103 |
|
|
2024
Q2 | $10.2M | Sell |
64,980
-5,994
| -8% | -$938K | 0.13% | 75 |
|
|
2024
Q1 | $11.2M | Sell |
70,974
-1,886
| -3% | -$297K | 0.15% | 67 |
|
|
2023
Q4 | $10.9M | Buy |
72,860
+34,188
| +88% | +$5.1M | 0.15% | 64 |
|
|
2023
Q3 | $6.52M | Buy |
38,672
+2,956
| +8% | +$498K | 0.11% | 91 |
|
|
2023
Q2 | $5.62M | Sell |
35,716
-976
| -3% | -$154K | 0.09% | 92 |
|
|
2023
Q1 | $5.99M | Buy |
36,692
+951
| +3% | +$155K | 0.1% | 88 |
|
|
2022
Q4 | $6.42M | Buy |
35,741
+149
| +0.4% | +$26.7K | 0.12% | 84 |
|
|
2022
Q3 | $5.11M | Buy |
35,592
+1,884
| +6% | +$271K | 0.11% | 90 |
|
|
2022
Q2 | $4.88M | Buy |
33,708
+5,487
| +19% | +$794K | 0.1% | 90 |
|
|
2022
Q1 | $4.6M | Buy |
28,221
+1,811
| +7% | +$295K | 0.1% | 76 |
|
|
2021
Q4 | $3.1M | Sell |
26,410
-3,764
| -12% | -$442K | 0.07% | 106 |
|
|
2021
Q3 | $3.06M | Buy |
30,174
+13,112
| +77% | +$1.33M | 0.06% | 124 |
|
|
2021
Q2 | $1.79M | Sell |
17,062
-19,437
| -53% | -$2.04M | 0.05% | 119 |
|
|
2021
Q1 | $3.83M | Buy |
36,499
+9,346
| +34% | +$979K | 0.09% | 109 |
|
|
2020
Q4 | $2.29M | Buy |
27,153
+17,846
| +192% | +$1.51M | 0.07% | 123 |
|
|
2020
Q3 | $670K | Sell |
9,307
-3,589
| -28% | -$258K | 0.04% | 156 |
|
|
2020
Q2 | $1.15M | Sell |
12,896
-17,257
| -57% | -$1.54M | 0.08% | 98 |
|
|
2020
Q1 | $2.19M | Buy |
30,153
+20,724
| +220% | +$1.5M | 0.09% | 117 |
|
|
2019
Q4 | $1.14M | Buy |
9,429
+1,890
| +25% | +$228K | 0.08% | 57 |
|
|
2019
Q3 | $894K | Buy |
7,539
+4,584
| +155% | +$544K | 0.07% | 54 |
|
|
2019
Q2 | $368K | Buy |
+2,955
| New | +$368K | 0.03% | 57 |
|
|
2019
Q1 | – | Sell |
-2,729
| Closed | -$297K | – | 220 |
|
|
2018
Q4 | $297K | Buy |
+2,729
| New | +$297K | 0.03% | 53 |
|