WESPAC Advisors SoCal’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $5M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $6.89M | Buy |
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|
2022
Q4 | $7.55M | Buy |
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|
2022
Q3 | $7.61M | Buy |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5.4M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $40K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $30K | Buy |
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|
2017
Q1 | $20.7K | Hold |
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|
2016
Q4 | $22.7K | Hold |
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|
2016
Q3 | $19.9K | Hold |
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|
2016
Q2 | $20.2K | Sell |
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|
2016
Q1 | $24.1K | Buy |
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|
2015
Q4 | $17K | Buy |
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