Anchor Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
118,656
-1,146
| -1% | -$164K | 0.5% | 71 |
|
|
2025
Q1 | $20M | Sell |
119,802
-1,409
| -1% | -$236K | 0.6% | 61 |
|
|
2024
Q4 | $17.6M | Sell |
121,211
-3,929
| -3% | -$569K | 0.5% | 70 |
|
|
2024
Q3 | $18.4M | Sell |
125,140
-15,081
| -11% | -$2.22M | 0.49% | 75 |
|
|
2024
Q2 | $21.9M | Sell |
140,221
-11,291
| -7% | -$1.77M | 0.62% | 57 |
|
|
2024
Q1 | $23.9M | Sell |
151,512
-4,394
| -3% | -$693K | 0.63% | 58 |
|
|
2023
Q4 | $23.3M | Sell |
155,906
-272
| -0.2% | -$40.6K | 0.61% | 56 |
|
|
2023
Q3 | $26.3M | Buy |
156,178
+13,092
| +9% | +$2.21M | 0.74% | 49 |
|
|
2023
Q2 | $22.5M | Sell |
143,086
-4,592
| -3% | -$723K | 0.58% | 59 |
|
|
2023
Q1 | $24.1M | Buy |
147,678
+7,734
| +6% | +$1.26M | 0.64% | 54 |
|
|
2022
Q4 | $25.1M | Sell |
139,944
-12,081
| -8% | -$2.17M | 0.64% | 53 |
|
|
2022
Q3 | $21.8M | Sell |
152,025
-43,726
| -22% | -$6.28M | 0.6% | 54 |
|
|
2022
Q2 | $28.3M | Sell |
195,751
-15,893
| -8% | -$2.3M | 0.72% | 50 |
|
|
2022
Q1 | $34.5M | Buy |
+211,644
| New | +$34.5M | 0.73% | 52 |
|
|
2020
Q1 | – | Sell |
-2,814
| Closed | -$339K | – | 249 |
|
|
2019
Q4 | $339K | Sell |
2,814
-447
| -14% | -$53.9K | 0.01% | 227 |
|
|
2019
Q3 | $387K | Sell |
3,261
-19
| -0.6% | -$2.26K | 0.01% | 225 |
|
|
2019
Q2 | $408K | Sell |
3,280
-191
| -6% | -$23.8K | 0.01% | 211 |
|
|
2019
Q1 | $428 | Sell |
3,471
-230
| -6% | -$28 | 0.01% | 203 |
|
|
2018
Q4 | $403K | Hold |
3,701
| – | – | 0.02% | 225 |
|
|
2018
Q3 | $453K | Hold |
3,701
| – | – | 0.02% | 220 |
|
|
2018
Q2 | $468K | Buy |
3,701
+1,675
| +83% | +$212K | 0.02% | 222 |
|
|
2018
Q1 | $231K | Sell |
2,026
-130
| -6% | -$14.8K | 0.01% | 291 |
|
|
2017
Q4 | $270K | Hold |
2,156
| – | – | 0.01% | 249 |
|
|
2017
Q3 | $253K | Sell |
2,156
-87
| -4% | -$10.2K | 0.01% | 242 |
|
|
2017
Q2 | $234K | Sell |
2,243
-432
| -16% | -$45.1K | 0.01% | 252 |
|
|
2017
Q1 | $287K | Sell |
2,675
-175
| -6% | -$18.8K | 0.01% | 243 |
|
|
2016
Q4 | $335K | Sell |
2,850
-405
| -12% | -$47.6K | 0.01% | 226 |
|
|
2016
Q3 | $335K | Hold |
3,255
| – | – | 0.01% | 236 |
|
|
2016
Q2 | $341K | Hold |
3,255
| – | – | 0.01% | 241 |
|
|
2016
Q1 | $311K | Sell |
3,255
-57
| -2% | -$5.45K | 0.01% | 245 |
|
|
2015
Q4 | $298K | Buy |
3,312
+38
| +1% | +$3.42K | 0.01% | 256 |
|
|
2015
Q3 | $258K | Sell |
3,274
-302
| -8% | -$23.8K | 0.01% | 255 |
|
|
2015
Q2 | $345K | Sell |
3,576
-116
| -3% | -$11.2K | 0.01% | 243 |
|
|
2015
Q1 | $388K | Sell |
3,692
-398
| -10% | -$41.8K | 0.01% | 240 |
|
|
2014
Q4 | $459K | Sell |
4,090
-435
| -10% | -$48.8K | 0.01% | 243 |
|
|
2014
Q3 | $540K | Sell |
4,525
-2,081
| -32% | -$248K | 0.01% | 241 |
|
|
2014
Q2 | $862K | Buy |
6,606
+300
| +5% | +$39.1K | 0.02% | 219 |
|
|
2014
Q1 | $750K | Sell |
6,306
-400
| -6% | -$47.6K | 0.01% | 219 |
|
|
2013
Q4 | $838K | Sell |
6,706
-229
| -3% | -$28.6K | 0.02% | 200 |
|
|
2013
Q3 | $843K | Sell |
6,935
-2,389
| -26% | -$290K | 0.02% | 185 |
|
|
2013
Q2 | $1.1M | Buy |
+9,324
| New | +$1.1M | 0.02% | 169 |
|