Annex Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2M | Buy |
197,116
+17,634
| +10% | +$2.53M | 0.68% | 43 |
|
|
2025
Q1 | $30M | Buy |
179,482
+17,142
| +11% | +$2.87M | 0.85% | 34 |
|
|
2024
Q4 | $23.5M | Buy |
162,340
+25,885
| +19% | +$3.75M | 0.71% | 33 |
|
|
2024
Q3 | $20.1M | Sell |
136,455
-4,769
| -3% | -$702K | 0.64% | 38 |
|
|
2024
Q2 | $22.1M | Buy |
141,224
+8,432
| +6% | +$1.32M | 0.78% | 28 |
|
|
2024
Q1 | $20.9M | Buy |
132,792
+27,548
| +26% | +$4.35M | 0.74% | 26 |
|
|
2023
Q4 | $15.7M | Buy |
105,244
+5,773
| +6% | +$861K | 0.66% | 37 |
|
|
2023
Q3 | $16.8M | Buy |
99,471
+10,968
| +12% | +$1.85M | 1.01% | 23 |
|
|
2023
Q2 | $13.9M | Buy |
88,503
+4,061
| +5% | +$639K | 0.77% | 28 |
|
|
2023
Q1 | $13.8M | Buy |
84,442
+1,260
| +2% | +$206K | 0.74% | 25 |
|
|
2022
Q4 | $14.9M | Buy |
83,182
+3,165
| +4% | +$568K | 0.84% | 22 |
|
|
2022
Q3 | $11.5M | Buy |
80,017
+19,636
| +33% | +$2.82M | 0.78% | 23 |
|
|
2022
Q2 | $8.74M | Sell |
60,381
-246
| -0.4% | -$35.6K | 0.63% | 27 |
|
|
2022
Q1 | $9.87M | Sell |
60,627
-2,666
| -4% | -$434K | 0.72% | 23 |
|
|
2021
Q4 | $7.43M | Buy |
63,293
+5,481
| +9% | +$643K | 0.51% | 31 |
|
|
2021
Q3 | $5.87M | Buy |
57,812
+2,886
| +5% | +$293K | 0.48% | 31 |
|
|
2021
Q2 | $5.75M | Buy |
54,926
+8,471
| +18% | +$886K | 0.47% | 31 |
|
|
2021
Q1 | $4.87M | Sell |
46,455
-4,090
| -8% | -$429K | 0.47% | 34 |
|
|
2020
Q4 | $4.27M | Buy |
50,545
+28,219
| +126% | +$2.38M | 0.42% | 35 |
|
|
2020
Q3 | $1.61M | Sell |
22,326
-3,227
| -13% | -$232K | 0.2% | 57 |
|
|
2020
Q2 | $2.28M | Buy |
25,553
+209
| +0.8% | +$18.6K | 0.32% | 42 |
|
|
2020
Q1 | $1.84M | Sell |
25,344
-129
| -0.5% | -$9.35K | 0.26% | 40 |
|
|
2019
Q4 | $3.07M | Sell |
25,473
-1,240
| -5% | -$149K | 0.37% | 29 |
|
|
2019
Q3 | $3.17M | Sell |
26,713
-167
| -0.6% | -$19.8K | 0.43% | 28 |
|
|
2019
Q2 | $3.34M | Buy |
26,880
+24,104
| +868% | +$3M | 0.47% | 23 |
|
|
2019
Q1 | $342K | Buy |
2,776
+638
| +30% | +$78.6K | 0.05% | 93 |
|
|
2018
Q4 | $233K | Sell |
2,138
-3,115
| -59% | -$339K | 0.04% | 109 |
|
|
2018
Q3 | $642K | Sell |
5,253
-157
| -3% | -$19.2K | 0.1% | 78 |
|
|
2018
Q2 | $684K | Buy |
5,410
+21
| +0.4% | +$2.66K | 0.12% | 75 |
|
|
2018
Q1 | $615K | Sell |
5,389
-216
| -4% | -$24.7K | 0.11% | 81 |
|
|
2017
Q4 | $702K | Sell |
5,605
-1,160
| -17% | -$145K | 0.13% | 68 |
|
|
2017
Q3 | $795K | Buy |
6,765
+213
| +3% | +$25K | 0.16% | 66 |
|
|
2017
Q2 | $684K | Sell |
6,552
-370
| -5% | -$38.6K | 0.15% | 67 |
|
|
2017
Q1 | $743K | Sell |
6,922
-299
| -4% | -$32.1K | 0.18% | 54 |
|
|
2016
Q4 | $850K | Buy |
7,221
+223
| +3% | +$26.3K | 0.21% | 42 |
|
|
2016
Q3 | $720K | Sell |
6,998
-2,249
| -24% | -$231K | 0.19% | 46 |
|
|
2016
Q2 | $969K | Sell |
9,247
-275
| -3% | -$28.8K | 0.26% | 28 |
|
|
2016
Q1 | $908K | Buy |
9,522
+436
| +5% | +$41.6K | 0.26% | 26 |
|
|
2015
Q4 | $817K | Hold |
9,086
| – | – | 0.24% | 29 |
|
|
2015
Q3 | $717K | Sell |
9,086
-741
| -8% | -$58.5K | 0.23% | 27 |
|
|
2015
Q2 | $948K | Buy |
9,827
+261
| +3% | +$25.2K | 0.3% | 22 |
|
|
2015
Q1 | $1M | Sell |
9,566
-335
| -3% | -$35.2K | 0.32% | 20 |
|
|
2014
Q4 | $1.11M | Sell |
9,901
-78
| -0.8% | -$8.75K | 0.35% | 22 |
|
|
2014
Q3 | $1.19M | Sell |
9,979
-112
| -1% | -$13.4K | 0.4% | 24 |
|
|
2014
Q2 | $1.32M | Buy |
10,091
+953
| +10% | +$124K | 0.45% | 24 |
|
|
2014
Q1 | $1.09M | Sell |
9,138
-1,073
| -11% | -$128K | 0.4% | 26 |
|
|
2013
Q4 | $1.28M | Buy |
10,211
+19
| +0.2% | +$2.37K | 0.49% | 23 |
|
|
2013
Q3 | $1.24M | Buy |
10,192
+81
| +0.8% | +$9.84K | 0.58% | 29 |
|
|
2013
Q2 | $1.2M | Buy |
+10,111
| New | +$1.2M | 0.66% | 32 |
|