Wealthstar Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
2,929
-552
| -16% | -$79K | 0.16% | 108 |
|
|
2025
Q1 | $582K | Buy |
3,481
+1
| +0% | +$167 | 0.27% | 85 |
|
|
2024
Q4 | $504K | Buy |
+3,480
| New | +$504K | 0.22% | 86 |
|
|
2024
Q2 | – | Sell |
-3,475
| Closed | -$548K | – | 54 |
|
|
2024
Q1 | $548K | Buy |
3,475
+1
| +0% | +$158 | 0.19% | 76 |
|
|
2023
Q4 | $518K | Sell |
3,474
-29
| -0.8% | -$4.33K | 0.08% | 78 |
|
|
2023
Q3 | $591K | Sell |
3,503
-145
| -4% | -$24.5K | 0.23% | 43 |
|
|
2023
Q2 | $574K | Sell |
3,648
-2,727
| -43% | -$429K | 0.24% | 38 |
|
|
2023
Q1 | $1.04M | Sell |
6,375
-20
| -0.3% | -$3.26K | 0.39% | 27 |
|
|
2022
Q4 | $1.15M | Sell |
6,395
-183
| -3% | -$32.8K | 0.52% | 22 |
|
|
2022
Q3 | $944K | Sell |
6,578
-3,168
| -33% | -$455K | 0.45% | 28 |
|
|
2022
Q2 | $1.42M | Buy |
9,746
+262
| +3% | +$38K | 0.55% | 25 |
|
|
2022
Q1 | $1.54M | Buy |
9,484
+4,863
| +105% | +$792K | 0.57% | 25 |
|
|
2021
Q4 | $544K | Sell |
4,621
-55
| -1% | -$6.48K | 0.19% | 47 |
|
|
2021
Q3 | $473K | Buy |
4,676
+16
| +0.3% | +$1.62K | 0.14% | 53 |
|
|
2021
Q2 | $488K | Buy |
+4,660
| New | +$488K | 0.15% | 56 |
|
|
2020
Q1 | $339K | Hold |
4,687
| – | – | 0.24% | 36 |
|
|
2019
Q4 | $564K | Sell |
4,687
-1,648
| -26% | -$198K | 0.35% | 23 |
|
|
2019
Q3 | $751K | Buy |
6,335
+41
| +0.7% | +$4.86K | 0.42% | 17 |
|
|
2019
Q2 | $784K | Hold |
6,294
| – | – | 0.46% | 16 |
|
|
2019
Q1 | $774K | Hold |
6,294
| – | – | 0.47% | 17 |
|
|
2018
Q4 | $685K | Sell |
6,294
-356
| -5% | -$38.7K | 0.51% | 17 |
|
|
2018
Q3 | $815K | Hold |
6,650
| – | – | 0.48% | 18 |
|
|
2018
Q2 | $827K | Hold |
6,650
| – | – | 0.25% | 18 |
|
|
2018
Q1 | $758K | Buy |
+6,650
| New | +$758K | 0.23% | 17 |
|