Accredited Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
5,181
-107
| -2% | -$15.3K | 0.04% | 110 |
|
|
2025
Q1 | $885K | Buy |
5,288
+4
| +0.1% | +$669 | 0.05% | 99 |
|
|
2024
Q4 | $765K | Sell |
5,284
-96
| -2% | -$13.9K | 0.04% | 103 |
|
|
2024
Q3 | $792K | Buy |
5,380
+142
| +3% | +$20.9K | 0.05% | 104 |
|
|
2024
Q2 | $819K | Buy |
5,238
+555
| +12% | +$86.8K | 0.05% | 97 |
|
|
2024
Q1 | $739K | Buy |
4,683
+145
| +3% | +$22.9K | 0.05% | 102 |
|
|
2023
Q4 | $677K | Buy |
4,538
+191
| +4% | +$28.5K | 0.05% | 105 |
|
|
2023
Q3 | $733K | Buy |
4,347
+177
| +4% | +$29.8K | 0.06% | 93 |
|
|
2023
Q2 | $656K | Sell |
4,170
-670
| -14% | -$105K | 0.05% | 97 |
|
|
2023
Q1 | $790K | Sell |
4,840
-358
| -7% | -$58.4K | 0.06% | 85 |
|
|
2022
Q4 | $933K | Sell |
5,198
-6
| -0.1% | -$1.08K | 0.08% | 76 |
|
|
2022
Q3 | $748K | Buy |
5,204
+272
| +6% | +$39.1K | 0.09% | 79 |
|
|
2022
Q2 | $714K | Sell |
4,932
-142
| -3% | -$20.6K | 0.08% | 85 |
|
|
2022
Q1 | $826K | Buy |
5,074
+22
| +0.4% | +$3.58K | 0.07% | 89 |
|
|
2021
Q4 | $593K | Sell |
5,052
-330
| -6% | -$38.7K | 0.05% | 100 |
|
|
2021
Q3 | $546K | Buy |
5,382
+39
| +0.7% | +$3.96K | 0.06% | 99 |
|
|
2021
Q2 | $560K | Buy |
5,343
+142
| +3% | +$14.9K | 0.06% | 98 |
|
|
2021
Q1 | $545K | Sell |
5,201
-1,032
| -17% | -$108K | 0.07% | 94 |
|
|
2020
Q4 | $526K | Buy |
6,233
+1,341
| +27% | +$113K | 0.09% | 90 |
|
|
2020
Q3 | $352K | Buy |
4,892
+208
| +4% | +$15K | 0.07% | 98 |
|
|
2020
Q2 | $418K | Buy |
4,684
+233
| +5% | +$20.8K | 0.09% | 91 |
|
|
2020
Q1 | $322K | Sell |
4,451
-13
| -0.3% | -$940 | 0.08% | 104 |
|
|
2019
Q4 | $538K | Buy |
4,464
+60
| +1% | +$7.23K | 0.09% | 84 |
|
|
2019
Q3 | $522K | Sell |
4,404
-167
| -4% | -$19.8K | 0.1% | 80 |
|
|
2019
Q2 | $569K | Sell |
4,571
-7
| -0.2% | -$871 | 0.11% | 78 |
|
|
2019
Q1 | $564K | Sell |
4,578
-253
| -5% | -$31.2K | 0.11% | 77 |
|
|
2018
Q4 | $526K | Sell |
4,831
-25
| -0.5% | -$2.72K | 0.12% | 70 |
|
|
2018
Q3 | $594K | Sell |
4,856
-70
| -1% | -$8.56K | 0.15% | 59 |
|
|
2018
Q2 | $623K | Buy |
4,926
+108
| +2% | +$13.7K | 0.16% | 51 |
|
|
2018
Q1 | $549K | Buy |
4,818
+127
| +3% | +$14.5K | 0.15% | 53 |
|
|
2017
Q4 | $587K | Sell |
4,691
-144
| -3% | -$18K | 0.16% | 52 |
|
|
2017
Q3 | $568K | Buy |
4,835
+422
| +10% | +$49.6K | 0.16% | 58 |
|
|
2017
Q2 | $460K | Buy |
4,413
+56
| +1% | +$5.84K | 0.12% | 56 |
|
|
2017
Q1 | $468K | Sell |
4,357
-661
| -13% | -$71K | 0.12% | 59 |
|
|
2016
Q4 | $591K | Buy |
5,018
+560
| +13% | +$66K | 0.15% | 47 |
|
|
2016
Q3 | $459K | Sell |
4,458
-282
| -6% | -$29K | 0.13% | 59 |
|
|
2016
Q2 | $497K | Buy |
4,740
+621
| +15% | +$65.1K | 0.14% | 56 |
|
|
2016
Q1 | $393K | Buy |
4,119
+448
| +12% | +$42.7K | 0.1% | 65 |
|
|
2015
Q4 | $331K | Buy |
3,671
+87
| +2% | +$7.84K | 0.08% | 70 |
|
|
2015
Q3 | $283K | Buy |
+3,584
| New | +$283K | 0.08% | 66 |
|
|
2015
Q2 | – | Sell |
-2,055
| Closed | -$216K | – | 80 |
|
|
2015
Q1 | $216K | Sell |
2,055
-73
| -3% | -$7.67K | 0.06% | 70 |
|
|
2014
Q4 | $239K | Buy |
2,128
+54
| +3% | +$6.07K | 0.07% | 65 |
|
|
2014
Q3 | $246K | Sell |
2,074
-58
| -3% | -$6.88K | 0.07% | 62 |
|
|
2014
Q2 | $279K | Buy |
+2,132
| New | +$279K | 0.09% | 52 |
|