Apella Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
14,680
+4,203
| +40% | +$620K | 0.06% | 161 |
|
|
2025
Q1 | $1.53M | Buy |
10,477
+1,859
| +22% | +$271K | 0.05% | 155 |
|
|
2024
Q4 | $1.25M | Buy |
8,618
+51
| +0.6% | +$7.39K | 0.05% | 148 |
|
|
2024
Q3 | $1.29M | Buy |
8,567
+532
| +7% | +$80.3K | 0.05% | 134 |
|
|
2024
Q2 | $1.23M | Buy |
8,035
+489
| +6% | +$74.8K | 0.06% | 137 |
|
|
2024
Q1 | $1.22M | Buy |
7,546
+136
| +2% | +$22K | 0.06% | 130 |
|
|
2023
Q4 | $1.12M | Sell |
7,410
-48
| -0.6% | -$7.23K | 0.06% | 128 |
|
|
2023
Q3 | $1.26M | Sell |
7,458
-229
| -3% | -$38.6K | 0.09% | 101 |
|
|
2023
Q2 | $1.21M | Buy |
+7,687
| New | +$1.21M | 0.09% | 103 |
|
|
2022
Q4 | $1.42M | Buy |
7,908
+1,192
| +18% | +$214K | 0.13% | 85 |
|
|
2022
Q3 | $965K | Sell |
6,716
-1,247
| -16% | -$179K | 0.11% | 100 |
|
|
2022
Q2 | $1.15M | Buy |
7,963
+1,021
| +15% | +$148K | 0.14% | 94 |
|
|
2022
Q1 | $1.13M | Buy |
6,942
+3,628
| +109% | +$591K | 0.16% | 83 |
|
|
2021
Q4 | $389K | Buy |
3,314
+680
| +26% | +$79.8K | 0.05% | 143 |
|
|
2021
Q3 | $267K | Sell |
2,634
-200
| -7% | -$20.3K | 0.04% | 172 |
|
|
2021
Q2 | $297K | Buy |
2,834
+63
| +2% | +$6.6K | 0.05% | 172 |
|
|
2021
Q1 | $290K | Hold |
2,771
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $234K | Sell |
2,771
-440
| -14% | -$37.2K | 0.08% | 119 |
|
|
2020
Q3 | $231K | Buy |
3,211
+281
| +10% | +$20.2K | 0.09% | 112 |
|
|
2020
Q2 | $261K | Hold |
2,930
| – | – | 0.12% | 105 |
|
|
2020
Q1 | $212K | Buy |
+2,930
| New | +$212K | 0.12% | 100 |
|