Wescott Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
3,370
-496
| -13% | -$71K | 0.05% | 120 |
|
|
2025
Q1 | $647K | Buy |
3,866
+374
| +11% | +$62.6K | 0.07% | 100 |
|
|
2024
Q4 | $506K | Buy |
3,492
+224
| +7% | +$32.4K | 0.05% | 114 |
|
|
2024
Q3 | $481K | Sell |
3,268
-9
| -0.3% | -$1.33K | 0.05% | 116 |
|
|
2024
Q2 | $513K | Buy |
3,277
+411
| +14% | +$64.3K | 0.06% | 114 |
|
|
2024
Q1 | $452K | Sell |
2,866
-593
| -17% | -$93.5K | 0.06% | 114 |
|
|
2023
Q4 | $516K | Buy |
3,459
+334
| +11% | +$49.8K | 0.07% | 104 |
|
|
2023
Q3 | $527K | Sell |
3,125
-1,254
| -29% | -$211K | 0.1% | 95 |
|
|
2023
Q2 | $689K | Buy |
4,379
+2,066
| +89% | +$325K | 0.12% | 82 |
|
|
2023
Q1 | $377K | Buy |
2,313
+909
| +65% | +$148K | 0.08% | 110 |
|
|
2022
Q4 | $252K | Buy |
+1,404
| New | +$252K | 0.05% | 130 |
|