WESPAC 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 | $256K | Buy |
1,786
+1
| +0.1% | +$143 | 0.18% | 150 |
|
|
2025
Q1 | $299K | Sell |
1,785
-510
| -22% | -$85.3K | 0.24% | 121 |
|
|
2024
Q4 | $332K | Buy |
2,295
+5
| +0.2% | +$724 | 0.24% | 129 |
|
|
2024
Q3 | $337K | Sell |
2,290
-5,808
| -72% | -$855K | 0.25% | 118 |
|
|
2024
Q2 | $1.27M | Sell |
8,098
-3,037
| -27% | -$475K | 0.99% | 28 |
|
|
2024
Q1 | $1.76M | Buy |
11,135
+8,084
| +265% | +$1.28M | 1.02% | 23 |
|
|
2023
Q4 | $455K | Sell |
3,051
-265
| -8% | -$39.5K | 0.32% | 99 |
|
|
2023
Q3 | $559K | Buy |
3,316
+4
| +0.1% | +$675 | 0.42% | 80 |
|
|
2023
Q2 | $521K | Buy |
3,312
+756
| +30% | +$119K | 0.42% | 73 |
|
|
2023
Q1 | $417K | Sell |
2,556
-2,113
| -45% | -$345K | 0.39% | 76 |
|
|
2022
Q4 | $838K | Sell |
4,669
-454
| -9% | -$81.5K | 1.45% | 20 |
|
|
2022
Q3 | $736K | Sell |
5,123
-829
| -14% | -$119K | 0.99% | 38 |
|
|
2022
Q2 | $862K | Buy |
5,952
+4,170
| +234% | +$604K | 0.66% | 43 |
|
|
2022
Q1 | $290K | Sell |
1,782
-366
| -17% | -$59.6K | 0.31% | 89 |
|
|
2021
Q4 | $252K | Buy |
2,148
+7
| +0.3% | +$821 | 0.17% | 133 |
|
|
2021
Q3 | $217K | Buy |
+2,141
| New | +$217K | 0.13% | 157 |
|
|
2021
Q2 | – | Sell |
-2,139
| Closed | -$224K | – | 110 |
|
|
2021
Q1 | $224K | Buy |
+2,139
| New | +$224K | 0.17% | 148 |
|
|
2020
Q1 | – | Sell |
-17,199
| Closed | -$2.07M | – | 63 |
|
|
2019
Q4 | $2.07M | Sell |
17,199
-693
| -4% | -$83.5K | 2.03% | 11 |
|
|
2019
Q3 | $2.12M | Sell |
17,892
-6,947
| -28% | -$824K | 2.11% | 10 |
|
|
2019
Q2 | $3.09M | Sell |
24,839
-1,803
| -7% | -$224K | 2.31% | 5 |
|
|
2019
Q1 | $3.28M | Buy |
26,642
+24,159
| +973% | +$2.98M | 2.27% | 4 |
|
|
2018
Q4 | $270K | Buy |
2,483
+8
| +0.3% | +$870 | 0.26% | 77 |
|
|
2018
Q3 | $303K | Buy |
+2,475
| New | +$303K | 0.18% | 111 |
|
|
2017
Q2 | – | Sell |
-3,984
| Closed | -$428K | – | 133 |
|
|
2017
Q1 | $428K | Sell |
3,984
-8,788
| -69% | -$944K | 0.49% | 69 |
|
|
2016
Q4 | $1.5M | Buy |
12,772
+2,977
| +30% | +$350K | 1.69% | 18 |
|
|
2016
Q3 | $1.01M | Sell |
9,795
-166
| -2% | -$17.1K | 1.14% | 32 |
|
|
2016
Q2 | $1.04M | Buy |
+9,961
| New | +$1.04M | 1.08% | 37 |
|
|
2015
Q3 | – | Sell |
-2,837
| Closed | -$274K | – | 76 |
|
|
2015
Q2 | $274K | Sell |
2,837
-1,135
| -29% | -$110K | 0.21% | 95 |
|
|
2015
Q1 | $417K | Buy |
+3,972
| New | +$417K | 0.32% | 88 |
|
|
2014
Q4 | – | Sell |
-2,377
| Closed | -$284K | – | 128 |
|
|
2014
Q3 | $284K | Buy |
+2,377
| New | +$284K | 0.23% | 103 |
|
|
2014
Q2 | – | Sell |
-2,099
| Closed | -$250K | – | 115 |
|
|
2014
Q1 | $250K | Buy |
2,099
+117
| +6% | +$13.9K | 0.22% | 114 |
|
|
2013
Q4 | $248K | Buy |
+1,982
| New | +$248K | 0.21% | 119 |
|