Allworth Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1M | Buy |
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|
2025
Q1 | $48.4M | Buy |
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|
2024
Q4 | $53.2M | Buy |
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|
2024
Q3 | $38.2M | Buy |
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|
2024
Q2 | $39.5M | Buy |
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|
2024
Q1 | $16.8M | Buy |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $13.5M | Buy |
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|
2022
Q3 | $9.04M | Buy |
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|
2022
Q2 | $8.43M | Sell |
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|
2022
Q1 | $9.54M | Buy |
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|
2021
Q4 | $6.68M | Buy |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $4.78M | Buy |
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|
2021
Q1 | $4.69M | Buy |
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|
2020
Q4 | $2.97M | Buy |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $3.11M | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $4.2M | Sell |
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|
2019
Q3 | $4.56M | Sell |
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|
2019
Q2 | $5.64M | Buy |
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|
2019
Q1 | $5.55M | Sell |
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|
2018
Q4 | $5.59M | Buy |
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|
2018
Q3 | $4.71M | Buy |
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|
2018
Q2 | $4.65M | Buy |
|
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|
2018
Q1 | $4.19M | Sell |
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|
2017
Q4 | $4.66M | Buy |
|
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|
2017
Q3 | $4.22M | Sell |
|
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|
2017
Q2 | $3.77M | Buy |
|
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|
2017
Q1 | $3.84M | Buy |
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|
2016
Q4 | $3.89M | Buy |
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|
2016
Q3 | $2.57M | Buy |
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|
2016
Q2 | $2.38M | Sell |
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|
2016
Q1 | $2.21M | Buy |
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|
2015
Q4 | $2.03M | Buy |
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|
2015
Q3 | $1.72M | Buy |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $2.24M | Sell |
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|
2014
Q4 | $2.5M | Buy |
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|
2014
Q3 | $2.58M | Sell |
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|
2014
Q2 | $2.82M | Buy |
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|
2014
Q1 | $2.19M | Buy |
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|
2013
Q4 | $1.85M | Sell |
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|
2013
Q3 | $2.06M | Sell |
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|
2013
Q2 | $2.01M | Buy |
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