Adero Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Buy |
6,377
+1,177
| +23% | +$197K | 0.07% | 85 |
|
|
2024
Q4 | $753K | Buy |
5,200
+426
| +9% | +$61.7K | 0.05% | 99 |
|
|
2024
Q3 | $703K | Sell |
4,774
-16
| -0.3% | -$2.36K | 0.05% | 104 |
|
|
2024
Q2 | $749K | Buy |
4,790
+238
| +5% | +$37.2K | 0.05% | 94 |
|
|
2024
Q1 | $718K | Buy |
4,552
+36
| +0.8% | +$5.68K | 0.05% | 92 |
|
|
2023
Q4 | $674K | Buy |
4,516
+33
| +0.7% | +$4.92K | 0.06% | 91 |
|
|
2023
Q3 | $756K | Buy |
4,483
+8
| +0.2% | +$1.35K | 0.07% | 84 |
|
|
2023
Q2 | $704K | Sell |
4,475
-35
| -0.8% | -$5.51K | 0.07% | 85 |
|
|
2023
Q1 | $736K | Buy |
4,510
+1,057
| +31% | +$172K | 0.08% | 80 |
|
|
2022
Q4 | $620K | Buy |
3,453
+176
| +5% | +$31.6K | 0.07% | 89 |
|
|
2022
Q3 | $567K | Buy |
3,277
+410
| +14% | +$70.9K | 0.07% | 90 |
|
|
2022
Q2 | $396K | Buy |
2,867
+127
| +5% | +$17.5K | 0.06% | 100 |
|
|
2022
Q1 | $446K | Sell |
2,740
-137
| -5% | -$22.3K | 0.07% | 98 |
|
|
2021
Q4 | $338K | Sell |
2,877
-51
| -2% | -$5.99K | 0.06% | 127 |
|
|
2021
Q3 | $297K | Buy |
2,928
+25
| +0.9% | +$2.54K | 0.05% | 122 |
|
|
2021
Q2 | $304K | Buy |
2,903
+108
| +4% | +$11.3K | 0.07% | 109 |
|
|
2021
Q1 | $293K | Buy |
+2,795
| New | +$293K | 0.13% | 94 |
|
|
2020
Q4 | – | Sell |
-2,881
| Closed | -$207K | – | 86 |
|
|
2020
Q3 | $207K | Hold |
2,881
| – | – | 0.17% | 80 |
|
|
2020
Q2 | $257K | Sell |
2,881
-323
| -10% | -$28.8K | 0.27% | 60 |
|
|
2020
Q1 | $232K | Sell |
3,204
-79
| -2% | -$5.72K | 0.38% | 60 |
|
|
2019
Q4 | $396K | Buy |
+3,283
| New | +$396K | 0.44% | 49 |
|