Altavista Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.09M | Buy |
9,265
+75
| +0.8% | +$8.52K | 0.22% | 77 |
|
|
2021
Q3 | $932K | Hold |
9,190
| – | – | 0.21% | 82 |
|
|
2021
Q2 | $963K | Sell |
9,190
-45
| -0.5% | -$4.75K | 0.21% | 83 |
|
|
2021
Q1 | $968K | Sell |
9,235
-300
| -3% | -$29.3K | 0.24% | 79 |
|
|
2020
Q4 | $805K | Sell |
9,535
-2,129
| -18% | -$172K | 0.2% | 82 |
|
|
2020
Q3 | $840K | Sell |
11,664
-1,062
| -8% | -$89.3K | 0.23% | 71 |
|
|
2020
Q2 | $1.14M | Sell |
12,726
-478
| -4% | -$42.8K | 0.33% | 60 |
|
|
2020
Q1 | $957K | Buy |
13,204
+930
| +8% | +$91.9K | 0.33% | 61 |
|
|
2019
Q4 | $1.48M | Sell |
12,274
-508
| -4% | -$59.8K | 0.44% | 51 |
|
|
2019
Q3 | $1.52M | Buy |
12,782
+2,270
| +22% | +$276K | 0.47% | 51 |
|
|
2019
Q2 | $1.31M | Sell |
10,512
-100
| -0.9% | -$12.1K | 0.42% | 56 |
|
|
2019
Q1 | $1.31M | Sell |
10,612
-400
| -4% | -$47.3K | 0.46% | 54 |
|
|
2018
Q4 | $1.2M | Sell |
11,012
-170
| -2% | -$19.7K | 0.49% | 54 |
|
|
2018
Q3 | $1.37M | Sell |
11,182
-83
| -0.7% | -$10.1K | 0.51% | 53 |
|
|
2018
Q2 | $1.42M | Buy |
11,265
+140
| +1% | +$17.4K | 0.57% | 50 |
|
|
2018
Q1 | $1.27M | Buy |
11,125
+955
| +9% | +$114K | 0.54% | 55 |
|
|
2017
Q4 | $1.27M | Buy |
10,170
+3,174
| +45% | +$376K | 0.54% | 52 |
|
|
2017
Q3 | $822K | Buy |
6,996
+641
| +10% | +$70K | 0.39% | 61 |
|
|
2017
Q2 | $663K | Sell |
6,355
-371
| -6% | -$39.3K | 0.33% | 71 |
|
|
2017
Q1 | $722K | Buy |
6,726
+1,007
| +18% | +$113K | 0.36% | 65 |
|
|
2016
Q4 | $673K | Buy |
5,719
+61
| +1% | +$6.64K | 0.36% | 64 |
|
|
2016
Q3 | $582K | Sell |
5,658
-328
| -5% | -$33.5K | 0.32% | 70 |
|
|
2016
Q2 | $628K | Buy |
5,986
+10
| +0.2% | +$1.01K | 0.35% | 65 |
|
|
2016
Q1 | $570K | Buy |
5,976
+224
| +4% | +$19.6K | 0.32% | 66 |
|
|
2015
Q4 | $517K | Sell |
5,752
-145
| -2% | -$13.1K | 0.3% | 71 |
|
|
2015
Q3 | $465K | Sell |
5,897
-486
| -8% | -$40.9K | 0.31% | 78 |
|
|
2015
Q2 | $616K | Buy |
6,383
+300
| +5% | +$31.5K | 0.38% | 59 |
|
|
2015
Q1 | $639K | Buy |
6,083
+100
| +2% | +$10.7K | 0.39% | 59 |
|
|
2014
Q4 | $674K | Sell |
5,983
-96
| -2% | -$10.9K | 0.42% | 57 |
|
|
2014
Q3 | $725K | Buy |
6,079
+20
| +0.3% | +$2.55K | 0.47% | 54 |
|
|
2014
Q2 | $791K | Buy |
6,059
+250
| +4% | +$31.1K | 0.49% | 54 |
|
|
2014
Q1 | $691K | Sell |
5,809
-49
| -0.8% | -$5.7K | 0.42% | 70 |
|
|
2013
Q4 | $765K | Sell |
5,858
-243
| -4% | -$29.4K | 0.47% | 71 |
|
|
2013
Q3 | $741K | Sell |
6,101
-275
| -4% | -$33.8K | 0.48% | 66 |
|
|
2013
Q2 | $755K | Buy |
+6,376
| New | +$771K | 0.51% | 63 |
|
Other funds holding CVX
Altavista Wealth Management's CVX Position: Q4 2021 in Review
Altavista Wealth Management increased its Chevron (CVX) stake by 0.82% in Q4 2021, buying an estimated $8.52K and bringing the position to 9,265 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #77.
Altavista Wealth Management first reported a position in CVX in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.52M in Q3 2019. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.
- Altavista Wealth Management held 9,265 shares of Chevron worth $1.09M as of Q4 2021.
- Altavista Wealth Management bought 75 Chevron shares in Q4 2021, an estimated $8.52K.
- Chevron made up 0.22% of Altavista Wealth Management's portfolio in Q4 2021, its #77 holding.
- Altavista Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's Chevron position peaked at $1.52M in Q3 2019.
- 2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.