Websterrogers Financial 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 | $237K | Buy |
1,655
+29
| +2% | +$4.15K | 0.08% | 74 |
|
|
2025
Q1 | $272K | Buy |
1,626
+27
| +2% | +$4.52K | 0.09% | 68 |
|
|
2024
Q4 | $232K | Buy |
1,599
+6
| +0.4% | +$869 | 0.08% | 73 |
|
|
2024
Q3 | $235K | Buy |
1,593
+4
| +0.3% | +$589 | 0.08% | 64 |
|
|
2024
Q2 | $249K | Sell |
1,589
-192
| -11% | -$30K | 0.09% | 60 |
|
|
2024
Q1 | $281K | Buy |
1,781
+113
| +7% | +$17.8K | 0.1% | 62 |
|
|
2023
Q4 | $249K | Buy |
+1,668
| New | +$249K | 0.1% | 65 |
|