Affiance Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
1,471
+59
| +4% | +$8.45K | 0.04% | 99 |
|
|
2025
Q1 | $236K | Hold |
1,412
| – | – | 0.06% | 93 |
|
|
2024
Q4 | $205K | Buy |
+1,412
| New | +$205K | 0.05% | 102 |
|
|
2023
Q1 | – | Sell |
-1,149
| Closed | -$206K | – | 167 |
|
|
2022
Q4 | $206K | Buy |
+1,149
| New | +$206K | 0.08% | 97 |
|
|
2020
Q1 | – | Sell |
-3,179
| Closed | -$383K | – | 134 |
|
|
2019
Q4 | $383K | Sell |
3,179
-250
| -7% | -$30.1K | 0.21% | 64 |
|
|
2019
Q3 | $407K | Buy |
3,429
+1,128
| +49% | +$134K | 0.25% | 61 |
|
|
2019
Q2 | $286K | Buy |
2,301
+500
| +28% | +$62.1K | 0.17% | 79 |
|
|
2019
Q1 | $222K | Sell |
1,801
-64
| -3% | -$7.89K | 0.14% | 85 |
|
|
2018
Q4 | $203K | Hold |
1,865
| – | – | 0.13% | 90 |
|
|
2018
Q3 | $228K | Sell |
1,865
-1,390
| -43% | -$170K | 0.15% | 81 |
|
|
2018
Q2 | $412K | Buy |
3,255
+1,390
| +75% | +$176K | 0.32% | 56 |
|
|
2018
Q1 | $213K | Sell |
1,865
-283
| -13% | -$32.3K | 0.19% | 75 |
|
|
2017
Q4 | $269K | Buy |
2,148
+180
| +9% | +$22.5K | 0.2% | 67 |
|
|
2017
Q3 | $231K | Hold |
1,968
| – | – | 0.19% | 72 |
|
|
2017
Q2 | $205K | Sell |
1,968
-50
| -2% | -$5.21K | 0.16% | 71 |
|
|
2017
Q1 | $217K | Buy |
2,018
+283
| +16% | +$30.4K | 0.17% | 73 |
|
|
2016
Q4 | $204K | Buy |
+1,735
| New | +$204K | 0.16% | 83 |
|