Apriem 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 | $1.93M | Buy |
13,490
+308
| +2% | +$44.1K | 0.21% | 65 |
|
|
2025
Q1 | $2.21M | Sell |
13,182
-397
| -3% | -$66.4K | 0.26% | 57 |
|
|
2024
Q4 | $1.97M | Buy |
13,579
+3,560
| +36% | +$516K | 0.23% | 59 |
|
|
2024
Q3 | $1.48M | Buy |
10,019
+1,539
| +18% | +$227K | 0.17% | 64 |
|
|
2024
Q2 | $1.33M | Sell |
8,480
-1,235
| -13% | -$193K | 0.16% | 69 |
|
|
2024
Q1 | $1.53M | Sell |
9,715
-992
| -9% | -$156K | 0.19% | 60 |
|
|
2023
Q4 | $1.6M | Sell |
10,707
-62
| -0.6% | -$9.25K | 0.21% | 54 |
|
|
2023
Q3 | $1.82M | Buy |
10,769
+191
| +2% | +$32.2K | 0.27% | 54 |
|
|
2023
Q2 | $1.66M | Buy |
10,578
+493
| +5% | +$77.6K | 0.25% | 56 |
|
|
2023
Q1 | $1.65M | Buy |
10,085
+1,894
| +23% | +$309K | 0.26% | 56 |
|
|
2022
Q4 | $1.47M | Buy |
8,191
+214
| +3% | +$38.4K | 0.25% | 49 |
|
|
2022
Q3 | $1.15M | Sell |
7,977
-125
| -2% | -$18K | 0.21% | 55 |
|
|
2022
Q2 | $1.17M | Buy |
8,102
+894
| +12% | +$129K | 0.2% | 53 |
|
|
2022
Q1 | $1.17M | Sell |
7,208
-2,979
| -29% | -$485K | 0.17% | 61 |
|
|
2021
Q4 | $1.2M | Buy |
10,187
+568
| +6% | +$66.6K | 0.17% | 59 |
|
|
2021
Q3 | $976K | Buy |
9,619
+461
| +5% | +$46.8K | 0.14% | 64 |
|
|
2021
Q2 | $959K | Buy |
9,158
+431
| +5% | +$45.1K | 0.14% | 67 |
|
|
2021
Q1 | $914K | Sell |
8,727
-184
| -2% | -$19.3K | 0.14% | 67 |
|
|
2020
Q4 | $753K | Buy |
8,911
+832
| +10% | +$70.3K | 0.13% | 59 |
|
|
2020
Q3 | $582K | Sell |
8,079
-317
| -4% | -$22.8K | 0.11% | 69 |
|
|
2020
Q2 | $749K | Sell |
8,396
-394
| -4% | -$35.1K | 0.15% | 63 |
|
|
2020
Q1 | $637K | Sell |
8,790
-98
| -1% | -$7.1K | 0.15% | 60 |
|
|
2019
Q4 | $1.07M | Sell |
8,888
-42
| -0.5% | -$5.06K | 0.21% | 50 |
|
|
2019
Q3 | $1.06M | Sell |
8,930
-249
| -3% | -$29.5K | 0.23% | 51 |
|
|
2019
Q2 | $1.14M | Buy |
9,179
+2,772
| +43% | +$345K | 0.36% | 48 |
|
|
2019
Q1 | $789K | Buy |
6,407
+46
| +0.7% | +$5.67K | 0.21% | 58 |
|
|
2018
Q4 | $692K | Sell |
6,361
-1,976
| -24% | -$215K | 0.24% | 63 |
|
|
2018
Q3 | $1.02M | Sell |
8,337
-171
| -2% | -$20.9K | 0.22% | 57 |
|
|
2018
Q2 | $1.08M | Sell |
8,508
-690
| -8% | -$87.3K | 0.24% | 52 |
|
|
2018
Q1 | $1.05M | Sell |
9,198
-34
| -0.4% | -$3.88K | 0.26% | 47 |
|
|
2017
Q4 | $1.16M | Sell |
9,232
-681
| -7% | -$85.3K | 0.29% | 46 |
|
|
2017
Q3 | $1.17M | Buy |
9,913
+1,008
| +11% | +$118K | 0.29% | 48 |
|
|
2017
Q2 | $929K | Buy |
8,905
+378
| +4% | +$39.4K | 0.25% | 57 |
|
|
2017
Q1 | $915K | Sell |
8,527
-108
| -1% | -$11.6K | 0.25% | 55 |
|
|
2016
Q4 | $1.02M | Buy |
8,635
+1,282
| +17% | +$151K | 0.3% | 52 |
|
|
2016
Q3 | $757K | Sell |
7,353
-370
| -5% | -$38.1K | 0.23% | 59 |
|
|
2016
Q2 | $810K | Buy |
7,723
+620
| +9% | +$65K | 0.26% | 56 |
|
|
2016
Q1 | $678K | Sell |
7,103
-505
| -7% | -$48.2K | 0.27% | 56 |
|
|
2015
Q4 | $684K | Buy |
7,608
+1,177
| +18% | +$106K | 0.24% | 58 |
|
|
2015
Q3 | $507K | Buy |
6,431
+995
| +18% | +$78.4K | 0.19% | 64 |
|
|
2015
Q2 | $524K | Buy |
5,436
+1,432
| +36% | +$138K | 0.18% | 70 |
|
|
2015
Q1 | $420K | Sell |
4,004
-32
| -0.8% | -$3.36K | 0.15% | 71 |
|
|
2014
Q4 | $453K | Buy |
4,036
+121
| +3% | +$13.6K | 0.17% | 65 |
|
|
2014
Q3 | $467K | Sell |
3,915
-18,842
| -83% | -$2.25M | 0.18% | 70 |
|
|
2014
Q2 | $2.97M | Buy |
22,757
+56
| +0.2% | +$7.31K | 1.13% | 31 |
|
|
2014
Q1 | $2.7M | Sell |
22,701
-149
| -0.7% | -$17.7K | 1.02% | 35 |
|
|
2013
Q4 | $2.85M | Buy |
22,850
+145
| +0.6% | +$18.1K | 1.12% | 33 |
|
|
2013
Q3 | $2.76M | Buy |
22,705
+105
| +0.5% | +$12.8K | 1.2% | 34 |
|
|
2013
Q2 | $2.67M | Buy |
+22,600
| New | +$2.67M | 1.31% | 29 |
|