AF
Allworth Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1M | Buy |
385,131
+37,331
| +11% | +$5.35M | 0.26% | 55 |
|
|
2025
Q1 | $48.4M | Buy |
347,800
+7,932
| +2% | +$1.1M | 0.27% | 53 |
|
|
2024
Q4 | $53.2M | Buy |
339,868
+80,428
| +31% | +$12.6M | 0.29% | 44 |
|
|
2024
Q3 | $38.2M | Buy |
259,440
+11,549
| +5% | +$1.7M | 0.23% | 51 |
|
|
2024
Q2 | $39.5M | Buy |
247,891
+141,358
| +133% | +$22.5M | 0.25% | 50 |
|
|
2024
Q1 | $16.8M | Buy |
106,533
+10,262
| +11% | +$1.62M | 0.12% | 81 |
|
|
2023
Q4 | $14.4M | Buy |
96,271
+18,434
| +24% | +$2.75M | 0.11% | 83 |
|
|
2023
Q3 | $13.1M | Buy |
77,837
+1,153
| +2% | +$194K | 0.11% | 77 |
|
|
2023
Q2 | $12.1M | Sell |
76,684
-536
| -0.7% | -$84.3K | 0.1% | 82 |
|
|
2023
Q1 | $12.6M | Buy |
77,220
+2,252
| +3% | +$367K | 0.13% | 84 |
|
|
2022
Q4 | $13.5M | Buy |
74,968
+12,081
| +19% | +$2.17M | 0.15% | 79 |
|
|
2022
Q3 | $9.04M | Buy |
62,887
+4,672
| +8% | +$671K | 0.11% | 91 |
|
|
2022
Q2 | $8.43M | Sell |
58,215
-378
| -0.6% | -$54.7K | 0.12% | 96 |
|
|
2022
Q1 | $9.54M | Buy |
58,593
+1,626
| +3% | +$265K | 0.12% | 88 |
|
|
2021
Q4 | $6.69M | Buy |
56,967
+3,511
| +7% | +$412K | 0.09% | 98 |
|
|
2021
Q3 | $5.42M | Buy |
53,456
+7,784
| +17% | +$790K | 0.09% | 95 |
|
|
2021
Q2 | $4.78M | Buy |
45,672
+902
| +2% | +$94.5K | 0.09% | 91 |
|
|
2021
Q1 | $4.69M | Buy |
44,770
+9,604
| +27% | +$1.01M | 0.1% | 75 |
|
|
2020
Q4 | $2.97M | Buy |
35,166
+399
| +1% | +$33.7K | 0.08% | 67 |
|
|
2020
Q3 | $2.5M | Sell |
34,767
-118
| -0.3% | -$8.5K | 0.08% | 61 |
|
|
2020
Q2 | $3.11M | Sell |
34,885
-7,642
| -18% | -$682K | 0.1% | 56 |
|
|
2020
Q1 | $3.08M | Buy |
42,527
+7,683
| +22% | +$557K | 0.1% | 60 |
|
|
2019
Q4 | $4.2M | Sell |
34,844
-3,578
| -9% | -$431K | 0.15% | 42 |
|
|
2019
Q3 | $4.56M | Sell |
38,422
-6,911
| -15% | -$820K | 0.17% | 41 |
|
|
2019
Q2 | $5.64M | Buy |
45,333
+239
| +0.5% | +$29.7K | 0.22% | 35 |
|
|
2019
Q1 | $5.56M | Sell |
45,094
-6,319
| -12% | -$778K | 0.24% | 35 |
|
|
2018
Q4 | $5.59M | Buy |
51,413
+12,863
| +33% | +$1.4M | 0.28% | 35 |
|
|
2018
Q3 | $4.71M | Buy |
38,550
+1,776
| +5% | +$217K | 0.21% | 36 |
|
|
2018
Q2 | $4.65M | Buy |
36,774
+3
| +0% | +$379 | 0.22% | 40 |
|
|
2018
Q1 | $4.19M | Sell |
36,771
-461
| -1% | -$52.6K | 0.32% | 20 |
|
|
2017
Q4 | $4.66M | Buy |
37,232
+1,308
| +4% | +$164K | 0.36% | 16 |
|
|
2017
Q3 | $4.22M | Sell |
35,924
-200
| -0.6% | -$23.5K | 0.35% | 17 |
|
|
2017
Q2 | $3.77M | Buy |
36,124
+365
| +1% | +$38.1K | 0.33% | 18 |
|
|
2017
Q1 | $3.84M | Buy |
35,759
+2,713
| +8% | +$291K | 0.36% | 18 |
|
|
2016
Q4 | $3.89M | Buy |
33,046
+8,080
| +32% | +$951K | 0.39% | 19 |
|
|
2016
Q3 | $2.57M | Buy |
24,966
+2,301
| +10% | +$237K | 0.27% | 20 |
|
|
2016
Q2 | $2.38M | Sell |
22,665
-518
| -2% | -$54.3K | 0.27% | 21 |
|
|
2016
Q1 | $2.21M | Buy |
23,183
+605
| +3% | +$57.7K | 0.28% | 23 |
|
|
2015
Q4 | $2.03M | Buy |
22,578
+796
| +4% | +$71.6K | 0.37% | 25 |
|
|
2015
Q3 | $1.72M | Buy |
21,782
+140
| +0.6% | +$11K | 0.61% | 19 |
|
|
2015
Q2 | $2.09M | Buy |
21,642
+343
| +2% | +$33.1K | 0.75% | 15 |
|
|
2015
Q1 | $2.24M | Sell |
21,299
-967
| -4% | -$102K | 0.83% | 15 |
|
|
2014
Q4 | $2.5M | Buy |
22,266
+641
| +3% | +$71.9K | 0.94% | 13 |
|
|
2014
Q3 | $2.58M | Sell |
21,625
-7
| -0% | -$835 | 1% | 13 |
|
|
2014
Q2 | $2.82M | Buy |
21,632
+3,187
| +17% | +$416K | 1.27% | 8 |
|
|
2014
Q1 | $2.19M | Buy |
18,445
+3,606
| +24% | +$429K | 0.96% | 10 |
|
|
2013
Q4 | $1.85M | Sell |
14,839
-2,114
| -12% | -$264K | 0.92% | 10 |
|
|
2013
Q3 | $2.06M | Sell |
16,953
-19
| -0.1% | -$2.31K | 1.07% | 10 |
|
|
2013
Q2 | $2.01M | Buy |
+16,972
| New | +$2.01M | 1.13% | 10 |
|