Advisory Research’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
9,209
-227
| -2% | -$32.5K | 0.2% | 95 |
|
|
2025
Q1 | $1.58M | Sell |
9,436
-487
| -5% | -$81.5K | 0.28% | 73 |
|
|
2024
Q4 | $1.44M | Buy |
9,923
+142
| +1% | +$20.6K | 0.24% | 89 |
|
|
2024
Q3 | $1.44M | Buy |
9,781
+780
| +9% | +$115K | 0.26% | 89 |
|
|
2024
Q2 | $1.41M | Sell |
9,001
-115
| -1% | -$18K | 0.26% | 87 |
|
|
2024
Q1 | $1.44M | Hold |
9,116
| – | – | 0.29% | 81 |
|
|
2023
Q4 | $1.36M | Sell |
9,116
-940
| -9% | -$140K | 0.21% | 131 |
|
|
2023
Q3 | $1.7M | Sell |
10,056
-1,875
| -16% | -$316K | 0.24% | 123 |
|
|
2023
Q2 | $1.88M | Buy |
11,931
+2,848
| +31% | +$448K | 0.24% | 112 |
|
|
2023
Q1 | $1.48M | Hold |
9,083
| – | – | 0.24% | 105 |
|
|
2022
Q4 | $1.63M | Sell |
9,083
-1,089
| -11% | -$195K | 0.15% | 102 |
|
|
2022
Q3 | $1.46M | Sell |
10,172
-118
| -1% | -$16.9K | 0.14% | 117 |
|
|
2022
Q2 | $1.49M | Sell |
10,290
-14
| -0.1% | -$2.03K | 0.15% | 109 |
|
|
2022
Q1 | $1.68M | Sell |
10,304
-6,662
| -39% | -$1.08M | 0.13% | 119 |
|
|
2021
Q4 | $1.99M | Buy |
16,966
+1,052
| +7% | +$123K | 0.16% | 117 |
|
|
2021
Q3 | $1.62M | Hold |
15,914
| – | – | 0.1% | 151 |
|
|
2021
Q2 | $1.67M | Hold |
15,914
| – | – | 0.11% | 162 |
|
|
2021
Q1 | $1.67M | Sell |
15,914
-593
| -4% | -$62.2K | 0.12% | 144 |
|
|
2020
Q4 | $1.39M | Buy |
16,507
+1,829
| +12% | +$154K | 0.1% | 159 |
|
|
2020
Q3 | $1.06M | Sell |
14,678
-1,665
| -10% | -$120K | 0.1% | 169 |
|
|
2020
Q2 | $1.46M | Sell |
16,343
-5,302
| -24% | -$473K | 0.13% | 132 |
|
|
2020
Q1 | $1.57M | Sell |
21,645
-676
| -3% | -$49K | 0.11% | 102 |
|
|
2019
Q4 | $2.69M | Sell |
22,321
-20,571
| -48% | -$2.48M | 0.12% | 103 |
|
|
2019
Q3 | $5.09M | Sell |
42,892
-39
| -0.1% | -$4.63K | 0.24% | 78 |
|
|
2019
Q2 | $5.34M | Buy |
42,931
+24,369
| +131% | +$3.03M | 0.11% | 124 |
|
|
2019
Q1 | $2.29M | Sell |
18,562
-361
| -2% | -$44.5K | 0.04% | 171 |
|
|
2018
Q4 | $2.06M | Buy |
18,923
+1,459
| +8% | +$159K | 0.04% | 184 |
|
|
2018
Q3 | $2.14M | Buy |
17,464
+46
| +0.3% | +$5.62K | 0.03% | 192 |
|
|
2018
Q2 | $2.2M | Buy |
17,418
+3,089
| +22% | +$391K | 0.04% | 202 |
|
|
2018
Q1 | $1.63M | Buy |
14,329
+449
| +3% | +$51.2K | 0.03% | 226 |
|
|
2017
Q4 | $1.74M | Buy |
13,880
+461
| +3% | +$57.7K | 0.03% | 231 |
|
|
2017
Q3 | $1.58M | Sell |
13,419
-3,027
| -18% | -$356K | 0.03% | 245 |
|
|
2017
Q2 | $1.72M | Sell |
16,446
-1,888
| -10% | -$197K | 0.03% | 240 |
|
|
2017
Q1 | $1.97M | Sell |
18,334
-6,012
| -25% | -$646K | 0.03% | 252 |
|
|
2016
Q4 | $2.87M | Buy |
24,346
+3,709
| +18% | +$437K | 0.04% | 182 |
|
|
2016
Q3 | $2.12M | Sell |
20,637
-211
| -1% | -$21.7K | 0.03% | 143 |
|
|
2016
Q2 | $2.19M | Sell |
20,848
-16,488
| -44% | -$1.73M | 0.04% | 144 |
|
|
2016
Q1 | $3.56M | Sell |
37,336
-146,830
| -80% | -$14M | 0.07% | 132 |
|
|
2015
Q4 | $16.6M | Sell |
184,166
-3,445
| -2% | -$310K | 0.25% | 103 |
|
|
2015
Q3 | $14.8M | Buy |
187,611
+20,596
| +12% | +$1.62M | 0.21% | 122 |
|
|
2015
Q2 | $16.1M | Sell |
167,015
-6,133
| -4% | -$592K | 0.18% | 130 |
|
|
2015
Q1 | $18.2M | Sell |
173,148
-29,411
| -15% | -$3.09M | 0.2% | 110 |
|
|
2014
Q4 | $22.7M | Buy |
202,559
+12,096
| +6% | +$1.36M | 0.24% | 103 |
|
|
2014
Q3 | $22.7M | Sell |
190,463
-7,520
| -4% | -$897K | 0.22% | 104 |
|
|
2014
Q2 | $25.8M | Sell |
197,983
-4,211
| -2% | -$550K | 0.24% | 98 |
|
|
2014
Q1 | $24M | Sell |
202,194
-5,366
| -3% | -$638K | 0.25% | 93 |
|
|
2013
Q4 | $25.9M | Sell |
207,560
-2,267
| -1% | -$283K | 0.27% | 97 |
|
|
2013
Q3 | $25.5M | Sell |
209,827
-25,394
| -11% | -$3.09M | 0.27% | 93 |
|
|
2013
Q2 | $27.8M | Buy |
+235,221
| New | +$27.8M | 0.31% | 82 |
|