Advisory Alpha’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
9,443
+136
| +1% | +$19.5K | 0.04% | 136 |
|
|
2025
Q1 | $1.56M | Buy |
9,307
+983
| +12% | +$164K | 0.05% | 130 |
|
|
2024
Q4 | $1.21M | Buy |
8,324
+662
| +9% | +$95.9K | 0.04% | 139 |
|
|
2024
Q3 | $1.13M | Buy |
7,662
+319
| +4% | +$47K | 0.04% | 141 |
|
|
2024
Q2 | $1.15M | Sell |
7,343
-1,458
| -17% | -$228K | 0.05% | 139 |
|
|
2024
Q1 | $1.39M | Buy |
8,801
+844
| +11% | +$133K | 0.06% | 131 |
|
|
2023
Q4 | $1.19M | Buy |
7,957
+673
| +9% | +$100K | 0.05% | 131 |
|
|
2023
Q3 | $1.23M | Sell |
7,284
-2,566
| -26% | -$433K | 0.06% | 122 |
|
|
2023
Q2 | $1.55M | Buy |
9,850
+864
| +10% | +$136K | 0.08% | 119 |
|
|
2023
Q1 | $1.47M | Buy |
8,986
+21
| +0.2% | +$3.43K | 0.09% | 94 |
|
|
2022
Q4 | $1.61M | Buy |
8,965
+256
| +3% | +$46K | 0.11% | 81 |
|
|
2022
Q3 | $1.25M | Buy |
8,709
+38
| +0.4% | +$5.46K | 0.1% | 91 |
|
|
2022
Q2 | $1.26M | Sell |
8,671
-459
| -5% | -$66.4K | 0.09% | 78 |
|
|
2022
Q1 | $1.49M | Buy |
9,130
+358
| +4% | +$58.3K | 0.1% | 87 |
|
|
2021
Q4 | $1.03M | Buy |
8,772
+2,707
| +45% | +$318K | 0.06% | 118 |
|
|
2021
Q3 | $615K | Sell |
6,065
-464
| -7% | -$47.1K | 0.04% | 143 |
|
|
2021
Q2 | $684K | Buy |
6,529
+874
| +15% | +$91.6K | 0.06% | 108 |
|
|
2021
Q1 | $593K | Buy |
5,655
+850
| +18% | +$89.1K | 0.06% | 98 |
|
|
2020
Q4 | $406K | Buy |
4,805
+361
| +8% | +$30.5K | 0.08% | 59 |
|
|
2020
Q3 | $328K | Buy |
4,444
+282
| +7% | +$20.8K | 0.07% | 61 |
|
|
2020
Q2 | $378K | Buy |
4,162
+1,640
| +65% | +$149K | 0.08% | 67 |
|
|
2020
Q1 | $219K | Buy |
2,522
+803
| +47% | +$69.7K | 0.06% | 94 |
|
|
2019
Q4 | $201K | Sell |
1,719
-183
| -10% | -$21.4K | 0.05% | 135 |
|
|
2019
Q3 | $215K | Sell |
1,902
-90
| -5% | -$10.2K | 0.06% | 108 |
|
|
2019
Q2 | $249K | Buy |
1,992
+202
| +11% | +$25.3K | 0.08% | 98 |
|
|
2019
Q1 | $217K | Buy |
1,790
+35
| +2% | +$4.24K | 0.08% | 104 |
|
|
2018
Q4 | $205K | Buy |
+1,755
| New | +$205K | 0.1% | 88 |
|