Angeles Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,558
| Closed | -$950K | – | 80 |
|
|
2024
Q4 | $950K | Sell |
6,558
-293
| -4% | -$42.4K | 0.05% | 49 |
|
|
2024
Q3 | $1.01M | Buy |
6,851
+82
| +1% | +$12.1K | 0.05% | 46 |
|
|
2024
Q2 | $1.06M | Sell |
6,769
-918
| -12% | -$144K | 0.05% | 46 |
|
|
2024
Q1 | $1.21M | Buy |
7,687
+1,039
| +16% | +$164K | 0.06% | 39 |
|
|
2023
Q4 | $992K | Buy |
6,648
+169
| +3% | +$25.2K | 0.06% | 40 |
|
|
2023
Q3 | $1.09M | Sell |
6,479
-378
| -6% | -$63.7K | 0.09% | 32 |
|
|
2023
Q2 | $1.08M | Sell |
6,857
-126
| -2% | -$19.8K | 0.09% | 30 |
|
|
2023
Q1 | $1.14M | Buy |
6,983
+3,731
| +115% | +$609K | 0.09% | 27 |
|
|
2022
Q4 | $584K | Buy |
+3,252
| New | +$584K | 0.05% | 29 |
|
|
2022
Q3 | – | Sell |
-2,980
| Closed | -$431K | – | 67 |
|
|
2022
Q2 | $431K | Sell |
2,980
-635
| -18% | -$91.8K | 0.04% | 42 |
|
|
2022
Q1 | $589K | Sell |
3,615
-2,452
| -40% | -$400K | 0.04% | 36 |
|
|
2021
Q4 | $712K | Buy |
6,067
+1,090
| +22% | +$128K | 0.04% | 96 |
|
|
2021
Q3 | $505K | Buy |
+4,977
| New | +$505K | 0.03% | 105 |
|
|
2020
Q1 | – | Sell |
-3,921
| Closed | -$473K | – | 94 |
|
|
2019
Q4 | $473K | Buy |
+3,921
| New | +$473K | 0.1% | 54 |
|
|
2019
Q3 | – | Sell |
-2,442
| Closed | -$304K | – | 81 |
|
|
2019
Q2 | $304K | Buy |
2,442
+142
| +6% | +$17.7K | 0.07% | 52 |
|
|
2019
Q1 | $283K | Buy |
+2,300
| New | +$283K | 0.27% | 37 |
|