Alta Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
43,316
+3,303
| +8% | +$473K | 0.35% | 43 |
|
|
2025
Q1 | $6.69M | Buy |
40,013
+1,341
| +3% | +$224K | 0.43% | 40 |
|
|
2024
Q4 | $5.6M | Buy |
38,672
+2,341
| +6% | +$339K | 0.33% | 42 |
|
|
2024
Q3 | $5.35M | Buy |
36,331
+5,657
| +18% | +$833K | 0.32% | 41 |
|
|
2024
Q2 | $4.8M | Buy |
30,674
+280
| +0.9% | +$43.8K | 0.3% | 42 |
|
|
2024
Q1 | $4.79M | Buy |
30,394
+23,186
| +322% | +$3.66M | 0.3% | 42 |
|
|
2023
Q4 | $1.08M | Buy |
7,208
+1,882
| +35% | +$281K | 0.07% | 68 |
|
|
2023
Q3 | $898K | Buy |
5,326
+319
| +6% | +$53.8K | 0.06% | 63 |
|
|
2023
Q2 | $788K | Buy |
5,007
+19
| +0.4% | +$2.99K | 0.05% | 65 |
|
|
2023
Q1 | $814K | Buy |
4,988
+19
| +0.4% | +$3.1K | 0.06% | 65 |
|
|
2022
Q4 | $892K | Buy |
4,969
+16
| +0.3% | +$2.87K | 0.07% | 61 |
|
|
2022
Q3 | $711K | Sell |
4,953
-389
| -7% | -$55.8K | 0.06% | 60 |
|
|
2022
Q2 | $773K | Buy |
5,342
+14
| +0.3% | +$2.03K | 0.06% | 63 |
|
|
2022
Q1 | $867K | Buy |
5,328
+21
| +0.4% | +$3.42K | 0.05% | 65 |
|
|
2021
Q4 | $622K | Sell |
5,307
-180
| -3% | -$21.1K | 0.03% | 68 |
|
|
2021
Q3 | $556K | Sell |
5,487
-4,443
| -45% | -$450K | 0.03% | 67 |
|
|
2021
Q2 | $1.04M | Buy |
9,930
+40
| +0.4% | +$4.19K | 0.03% | 70 |
|
|
2021
Q1 | $1.04M | Buy |
9,890
+5,631
| +132% | +$590K | 0.03% | 68 |
|
|
2020
Q4 | $359K | Sell |
4,259
-4,543
| -52% | -$383K | 0.02% | 73 |
|
|
2020
Q3 | $633K | Sell |
8,802
-23,981
| -73% | -$1.72M | 0.02% | 74 |
|
|
2020
Q2 | $2.93M | Buy |
32,783
+1,438
| +5% | +$128K | 0.1% | 54 |
|
|
2020
Q1 | $2.27M | Buy |
31,345
+15,040
| +92% | +$1.09M | 0.1% | 58 |
|
|
2019
Q4 | $1.96M | Buy |
16,305
+914
| +6% | +$110K | 0.13% | 51 |
|
|
2019
Q3 | $1.83M | Buy |
15,391
+268
| +2% | +$31.8K | 0.13% | 51 |
|
|
2019
Q2 | $1.88M | Buy |
15,123
+467
| +3% | +$58.1K | 0.11% | 54 |
|
|
2019
Q1 | $1.81M | Buy |
14,656
+992
| +7% | +$122K | 0.11% | 51 |
|
|
2018
Q4 | $1.49M | Buy |
13,664
+9,457
| +225% | +$1.03M | 0.1% | 55 |
|
|
2018
Q3 | $514K | Buy |
4,207
+12
| +0.3% | +$1.47K | 0.03% | 64 |
|
|
2018
Q2 | $530K | Buy |
4,195
+208
| +5% | +$26.3K | 0.03% | 60 |
|
|
2018
Q1 | $454K | Sell |
3,987
-251
| -6% | -$28.6K | 0.03% | 60 |
|
|
2017
Q4 | $530K | Sell |
4,238
-742
| -15% | -$92.8K | 0.03% | 59 |
|
|
2017
Q3 | $585K | Buy |
4,980
+33
| +0.7% | +$3.88K | 0.04% | 59 |
|
|
2017
Q2 | $516K | Sell |
4,947
-47
| -0.9% | -$4.9K | 0.03% | 60 |
|
|
2017
Q1 | $536K | Sell |
4,994
-198
| -4% | -$21.3K | 0.04% | 61 |
|
|
2016
Q4 | $611K | Sell |
5,192
-95
| -2% | -$11.2K | 0.04% | 64 |
|
|
2016
Q3 | $544K | Buy |
5,287
+7
| +0.1% | +$720 | 0.03% | 66 |
|
|
2016
Q2 | $553K | Buy |
5,280
+6
| +0.1% | +$628 | 0.03% | 66 |
|
|
2016
Q1 | $503K | Buy |
5,274
+429
| +9% | +$40.9K | 0.03% | 68 |
|
|
2015
Q4 | $435K | Sell |
4,845
-287
| -6% | -$25.8K | 0.04% | 74 |
|
|
2015
Q3 | $404K | Sell |
5,132
-297
| -5% | -$23.4K | 0.03% | 76 |
|
|
2015
Q2 | $523K | Buy |
5,429
+928
| +21% | +$89.4K | 0.04% | 74 |
|
|
2015
Q1 | $472K | Sell |
4,501
-394
| -8% | -$41.3K | 0.04% | 68 |
|
|
2014
Q4 | $549K | Buy |
4,895
+105
| +2% | +$11.8K | 0.05% | 68 |
|
|
2014
Q3 | $571K | Buy |
4,790
+167
| +4% | +$19.9K | 0.05% | 63 |
|
|
2014
Q2 | $603K | Buy |
4,623
+753
| +19% | +$98.2K | 0.06% | 66 |
|
|
2014
Q1 | $460K | Buy |
3,870
+55
| +1% | +$6.54K | 0.04% | 71 |
|
|
2013
Q4 | $476K | Buy |
3,815
+4
| +0.1% | +$499 | 0.05% | 65 |
|
|
2013
Q3 | $463K | Sell |
3,811
-66
| -2% | -$8.02K | 0.06% | 65 |
|
|
2013
Q2 | $458K | Buy |
+3,877
| New | +$458K | 0.06% | 65 |
|