WP 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 | $2.56M | Buy |
17,873
+269
| +2% | +$38.5K | 0.7% | 29 |
|
|
2025
Q1 | $2.94M | Buy |
17,604
+171
| +1% | +$28.6K | 0.98% | 24 |
|
|
2024
Q4 | $2.53M | Buy |
17,433
+139
| +0.8% | +$20.1K | 0.84% | 26 |
|
|
2024
Q3 | $2.55M | Sell |
17,294
-2,466
| -12% | -$363K | 0.93% | 26 |
|
|
2024
Q2 | $3.09M | Sell |
19,760
-39
| -0.2% | -$6.1K | 0.99% | 23 |
|
|
2024
Q1 | $3.12M | Buy |
19,799
+259
| +1% | +$40.9K | 1.02% | 23 |
|
|
2023
Q4 | $2.91M | Sell |
19,540
-578
| -3% | -$86.2K | 1.08% | 21 |
|
|
2023
Q3 | $3.39M | Sell |
20,118
-75
| -0.4% | -$12.6K | 1.4% | 15 |
|
|
2023
Q2 | $3.18M | Buy |
20,193
+236
| +1% | +$37.1K | 1.27% | 17 |
|
|
2023
Q1 | $3.26M | Sell |
19,957
-24
| -0.1% | -$3.92K | 1.34% | 17 |
|
|
2022
Q4 | $3.59M | Sell |
19,981
-304
| -1% | -$54.6K | 1.6% | 16 |
|
|
2022
Q3 | $2.91M | Buy |
20,285
+267
| +1% | +$38.4K | 1.32% | 17 |
|
|
2022
Q2 | $2.9M | Buy |
20,018
+391
| +2% | +$56.6K | 1.26% | 16 |
|
|
2022
Q1 | $3.2M | Sell |
19,627
-999
| -5% | -$163K | 1.32% | 15 |
|
|
2021
Q4 | $2.42M | Buy |
20,626
+4
| +0% | +$469 | 1.01% | 22 |
|
|
2021
Q3 | $2.09M | Buy |
20,622
+1,017
| +5% | +$103K | 0.86% | 23 |
|
|
2021
Q2 | $2.05M | Buy |
19,605
+1,024
| +6% | +$107K | 0.86% | 25 |
|
|
2021
Q1 | $1.95M | Buy |
18,581
+2,169
| +13% | +$227K | 0.84% | 25 |
|
|
2020
Q4 | $1.39M | Buy |
16,412
+1,264
| +8% | +$107K | 0.67% | 32 |
|
|
2020
Q3 | $1.09M | Buy |
15,148
+871
| +6% | +$62.7K | 0.66% | 33 |
|
|
2020
Q2 | $1.27M | Buy |
+14,277
| New | +$1.27M | 0.9% | 21 |
|
|
2019
Q2 | – | Sell |
-408
| Closed | -$503 | – | 87 |
|
|
2019
Q1 | $503 | Buy |
+408
| New | +$503 | 0.05% | 115 |
|
|
2018
Q4 | – | Sell |
-401
| Closed | -$49K | – | 101 |
|
|
2018
Q3 | $49K | Buy |
401
+4
| +1% | +$489 | 0.05% | 126 |
|
|
2018
Q2 | $50K | Buy |
+397
| New | +$50K | 0.05% | 126 |
|
|
2017
Q3 | – | Sell |
-4,384
| Closed | -$457K | – | 69 |
|
|
2017
Q2 | $457K | Buy |
+4,384
| New | +$457K | 0.33% | 41 |
|