Almanack Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Buy |
5,969
+1,430
| +32% | +$205K | 0.14% | 92 |
|
|
2025
Q1 | $759K | Buy |
4,539
+904
| +25% | +$151K | 0.15% | 71 |
|
|
2024
Q4 | $526K | Buy |
3,635
+32
| +0.9% | +$4.64K | 0.08% | 106 |
|
|
2024
Q3 | $531K | Sell |
3,603
-80
| -2% | -$11.8K | 0.08% | 107 |
|
|
2024
Q2 | $576K | Buy |
3,683
+25
| +0.7% | +$3.91K | 0.1% | 99 |
|
|
2024
Q1 | $577K | Buy |
3,658
+238
| +7% | +$37.5K | 0.1% | 97 |
|
|
2023
Q4 | $510K | Buy |
3,420
+357
| +12% | +$53.3K | 0.09% | 90 |
|
|
2023
Q3 | $516K | Sell |
3,063
-505
| -14% | -$85.2K | 0.1% | 86 |
|
|
2023
Q2 | $561K | Buy |
3,568
+1,494
| +72% | +$235K | 0.1% | 86 |
|
|
2023
Q1 | $338K | Buy |
2,074
+4
| +0.2% | +$653 | 0.07% | 117 |
|
|
2022
Q4 | $372K | Sell |
2,070
-296
| -13% | -$53.1K | 0.08% | 104 |
|
|
2022
Q3 | $340K | Sell |
2,366
-1,902
| -45% | -$273K | 0.07% | 100 |
|
|
2022
Q2 | $618K | Sell |
4,268
-22
| -0.5% | -$3.19K | 0.06% | 195 |
|
|
2022
Q1 | $699K | Sell |
4,290
-1,262
| -23% | -$206K | 0.06% | 204 |
|
|
2021
Q4 | $652K | Buy |
5,552
+115
| +2% | +$13.5K | 0.05% | 215 |
|
|
2021
Q3 | $552K | Buy |
5,437
+2,470
| +83% | +$251K | 0.05% | 239 |
|
|
2021
Q2 | $311K | Sell |
2,967
-1,123
| -27% | -$118K | 0.03% | 317 |
|
|
2021
Q1 | $429K | Buy |
4,090
+116
| +3% | +$12.2K | 0.04% | 262 |
|
|
2020
Q4 | $336K | Buy |
3,974
+1,127
| +40% | +$95.3K | 0.04% | 275 |
|
|
2020
Q3 | $237K | Sell |
2,847
-2,867
| -50% | -$239K | 0.03% | 344 |
|
|
2020
Q2 | $510K | Buy |
+5,714
| New | +$510K | 0.09% | 124 |
|
|
2019
Q3 | – | Sell |
-1,325
| Closed | -$165K | – | 251 |
|
|
2019
Q2 | $165K | Buy |
+1,325
| New | +$165K | 0.04% | 201 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$131K | – | 156 |
|
|
2018
Q4 | $131K | Sell |
1,200
-353
| -23% | -$38.5K | 0.04% | 198 |
|
|
2018
Q3 | $188K | Buy |
+1,553
| New | +$188K | 0.05% | 185 |
|