WAS
WESPAC Advisors SoCal’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,294
| Closed | -$216K | – | 105 |
|
|
2025
Q1 | $216K | Buy |
+1,294
| New | +$216K | 0.06% | 100 |
|
|
2024
Q3 | – | Sell |
-1,294
| Closed | -$202K | – | 96 |
|
|
2024
Q2 | $202K | Sell |
1,294
-98
| -7% | -$15.3K | 0.05% | 88 |
|
|
2024
Q1 | $219K | Sell |
1,392
-1,322
| -49% | -$208K | 0.06% | 90 |
|
|
2023
Q4 | $405K | Sell |
2,714
-26,960
| -91% | -$4.02M | 0.12% | 74 |
|
|
2023
Q3 | $5M | Sell |
29,674
-38
| -0.1% | -$6.41K | 1.69% | 24 |
|
|
2023
Q2 | $4.68M | Sell |
29,712
-12,533
| -30% | -$1.97M | 1.6% | 25 |
|
|
2023
Q1 | $6.89M | Buy |
42,245
+161
| +0.4% | +$26.3K | 2.38% | 16 |
|
|
2022
Q4 | $7.55M | Buy |
42,084
+15
| +0% | +$2.69K | 2.81% | 13 |
|
|
2022
Q3 | $7.61M | Buy |
42,069
+13,400
| +47% | +$2.42M | 3.18% | 12 |
|
|
2022
Q2 | $4.15M | Sell |
28,669
-1,114
| -4% | -$161K | 1.59% | 27 |
|
|
2022
Q1 | $4.85M | Buy |
+29,783
| New | +$4.85M | 1.5% | 27 |
|
|
2020
Q3 | – | Sell |
-63,314
| Closed | -$5.4M | – | 79 |
|
|
2020
Q2 | $5.4M | Buy |
+63,314
| New | +$5.4M | 2.5% | 19 |
|
|
2019
Q2 | – | Sell |
-331
| Closed | -$40K | – | 131 |
|
|
2019
Q1 | $40K | Buy |
331
+138
| +72% | +$16.7K | 0.02% | 127 |
|
|
2018
Q4 | $20K | Hold |
193
| – | – | 0.01% | 177 |
|
|
2018
Q3 | $23K | Buy |
+193
| New | +$23K | 0.01% | 172 |
|
|
2018
Q2 | – | Sell |
-193
| Closed | -$22K | – | 123 |
|
|
2018
Q1 | $22K | Sell |
193
-100
| -34% | -$11.4K | 0.01% | 157 |
|
|
2017
Q4 | $36K | Hold |
293
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $34K | Hold |
293
| – | – | 0.02% | 136 |
|
|
2017
Q2 | $30K | Buy |
293
+100
| +52% | +$10.2K | 0.02% | 133 |
|
|
2017
Q1 | $20.7K | Hold |
193
| – | – | 0.01% | 152 |
|
|
2016
Q4 | $22.7K | Hold |
193
| – | – | 0.01% | 143 |
|
|
2016
Q3 | $19.9K | Hold |
193
| – | – | 0.01% | 151 |
|
|
2016
Q2 | $20.2K | Sell |
193
-60
| -24% | -$6.29K | 0.01% | 157 |
|
|
2016
Q1 | $24.1K | Buy |
253
+60
| +31% | +$5.72K | 0.02% | 143 |
|
|
2015
Q4 | $17K | Buy |
+193
| New | +$17K | 0.01% | 165 |
|