Acorn Financial Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,636
| Closed | -$237K | – | 194 |
|
|
2024
Q4 | $237K | Buy |
1,636
+5
| +0.3% | +$724 | 0.04% | 183 |
|
|
2024
Q3 | $240K | Sell |
1,631
-62
| -4% | -$9.13K | 0.04% | 179 |
|
|
2024
Q2 | $265K | Hold |
1,693
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $267K | Sell |
1,693
-359
| -17% | -$56.6K | 0.05% | 174 |
|
|
2023
Q4 | $307K | Buy |
2,052
+393
| +24% | +$58.7K | 0.05% | 194 |
|
|
2023
Q3 | $279K | Buy |
1,659
+10
| +0.6% | +$1.68K | 0.05% | 199 |
|
|
2023
Q2 | $259K | Sell |
1,649
-158
| -9% | -$24.9K | 0.05% | 209 |
|
|
2023
Q1 | $295K | Buy |
1,807
+226
| +14% | +$36.9K | 0.06% | 178 |
|
|
2022
Q4 | $284K | Buy |
1,581
+1
| +0.1% | +$179 | 0.06% | 175 |
|
|
2022
Q3 | $227K | Sell |
1,580
-84
| -5% | -$12.1K | 0.05% | 189 |
|
|
2022
Q2 | $241K | Sell |
1,664
-132
| -7% | -$19.1K | 0.06% | 187 |
|
|
2022
Q1 | $293K | Sell |
1,796
-374
| -17% | -$61K | 0.06% | 186 |
|
|
2021
Q4 | $255K | Buy |
+2,170
| New | +$255K | 0.05% | 193 |
|
|
2021
Q3 | – | Sell |
-3,108
| Closed | -$326K | – | 220 |
|
|
2021
Q2 | $326K | Sell |
3,108
-20
| -0.6% | -$2.1K | 0.1% | 187 |
|
|
2021
Q1 | $328K | Buy |
3,128
+1
| +0% | +$105 | 0.12% | 162 |
|
|
2020
Q4 | $264K | Sell |
3,127
-399
| -11% | -$33.7K | 0.1% | 185 |
|
|
2020
Q3 | $255K | Sell |
3,526
-34
| -1% | -$2.46K | 0.13% | 178 |
|
|
2020
Q2 | $317K | Buy |
+3,560
| New | +$317K | 0.22% | 140 |
|
|
2020
Q1 | – | Sell |
-2,962
| Closed | -$357K | – | 162 |
|
|
2019
Q4 | $357K | Buy |
+2,962
| New | +$357K | 0.3% | 116 |
|