Aldebaran Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,590
| Closed | -$237K | – | 64 |
|
|
2023
Q4 | $237K | Hold |
1,590
| – | – | 0.35% | 58 |
|
|
2023
Q3 | $268K | Hold |
1,590
| – | – | 0.42% | 55 |
|
|
2023
Q2 | $250K | Sell |
1,590
-73
| -4% | -$11.5K | 0.34% | 55 |
|
|
2023
Q1 | $271K | Sell |
1,663
-1,830
| -52% | -$299K | 0.35% | 59 |
|
|
2022
Q4 | $627K | Hold |
3,493
| – | – | 0.67% | 45 |
|
|
2022
Q3 | $523K | Sell |
3,493
-225
| -6% | -$33.7K | 0.57% | 48 |
|
|
2022
Q2 | $532K | Sell |
3,718
-270
| -7% | -$38.6K | 0.56% | 47 |
|
|
2022
Q1 | $649K | Buy |
3,988
+540
| +16% | +$87.9K | 0.5% | 48 |
|
|
2021
Q4 | $405K | Buy |
3,448
+200
| +6% | +$23.5K | 0.3% | 61 |
|
|
2021
Q3 | $330K | Sell |
3,248
-13
| -0.4% | -$1.32K | 0.27% | 63 |
|
|
2021
Q2 | $347K | Buy |
3,261
+113
| +4% | +$12K | 0.29% | 62 |
|
|
2021
Q1 | $330K | Buy |
3,148
+111
| +4% | +$11.6K | 0.29% | 62 |
|
|
2020
Q4 | $256K | Sell |
3,037
-1,552
| -34% | -$131K | 0.24% | 70 |
|
|
2020
Q3 | $330K | Sell |
4,589
-1,108
| -19% | -$79.7K | 0.34% | 58 |
|
|
2020
Q2 | $508K | Sell |
5,697
-4,054
| -42% | -$361K | 0.6% | 48 |
|
|
2020
Q1 | $707K | Buy |
9,751
+241
| +3% | +$17.5K | 0.69% | 55 |
|
|
2019
Q4 | $1.15M | Sell |
9,510
-4,447
| -32% | -$536K | 0.87% | 44 |
|
|
2019
Q3 | $1.62M | Sell |
13,957
-146
| -1% | -$17K | 1.08% | 34 |
|
|
2019
Q2 | $1.76M | Buy |
14,103
+4
| +0% | +$498 | 1.21% | 29 |
|
|
2019
Q1 | $1.74M | Sell |
14,099
-21
| -0.1% | -$2.59K | 1.22% | 28 |
|
|
2018
Q4 | $1.54M | Sell |
14,120
-347
| -2% | -$37.7K | 1.17% | 32 |
|
|
2018
Q3 | $1.77M | Sell |
14,467
-121
| -0.8% | -$14.8K | 1.15% | 33 |
|
|
2018
Q2 | $1.84M | Sell |
14,588
-749
| -5% | -$94.7K | 1.27% | 29 |
|
|
2018
Q1 | $1.75M | Sell |
15,337
-246
| -2% | -$28.1K | 1.17% | 34 |
|
|
2017
Q4 | $1.95M | Buy |
15,583
+28
| +0.2% | +$3.51K | 1.3% | 31 |
|
|
2017
Q3 | $1.83M | Sell |
15,555
-96
| -0.6% | -$11.3K | 1.26% | 30 |
|
|
2017
Q2 | $1.63M | Buy |
15,651
+1,203
| +8% | +$126K | 1.19% | 31 |
|
|
2017
Q1 | $1.55M | Sell |
14,448
-71
| -0.5% | -$7.62K | 1.18% | 31 |
|
|
2016
Q4 | $1.71M | Sell |
14,519
-1,434
| -9% | -$169K | 1.35% | 26 |
|
|
2016
Q3 | $1.64M | Sell |
15,953
-29
| -0.2% | -$2.99K | 1.3% | 29 |
|
|
2016
Q2 | $1.68M | Buy |
15,982
+2,783
| +21% | +$292K | 1.35% | 29 |
|
|
2016
Q1 | $1.26M | Sell |
13,199
-67
| -0.5% | -$6.39K | 1.1% | 31 |
|
|
2015
Q4 | $1.18M | Sell |
13,266
-105
| -0.8% | -$9.34K | 1.09% | 33 |
|
|
2015
Q3 | $1.06M | Sell |
13,371
-371
| -3% | -$29.5K | 1.01% | 35 |
|
|
2015
Q2 | $1.32M | Buy |
13,742
+316
| +2% | +$30.4K | 1.11% | 35 |
|
|
2015
Q1 | $1.41M | Buy |
13,426
+844
| +7% | +$88.6K | 1.21% | 32 |
|
|
2014
Q4 | $1.41M | Sell |
12,582
-1,066
| -8% | -$120K | 1.24% | 29 |
|
|
2014
Q3 | $1.63M | Sell |
13,648
-1,649
| -11% | -$197K | 1.46% | 25 |
|
|
2014
Q2 | $1.97M | Sell |
15,297
-699
| -4% | -$90.2K | 1.55% | 19 |
|
|
2014
Q1 | $1.9M | Sell |
15,996
-816
| -5% | -$97K | 1.66% | 13 |
|
|
2013
Q4 | $2.1M | Buy |
+16,812
| New | +$2.1M | 2% | 10 |
|