Archford Capital Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
21,526
+5,682
| +36% | +$814K | 0.39% | 61 |
|
|
2025
Q1 | $2.65M | Buy |
15,844
+4,727
| +43% | +$791K | 0.39% | 70 |
|
|
2024
Q4 | $1.61M | Buy |
11,117
+97
| +0.9% | +$14K | 0.24% | 100 |
|
|
2024
Q3 | $1.67M | Buy |
11,020
+493
| +5% | +$74.8K | 0.25% | 96 |
|
|
2024
Q2 | $1.65M | Sell |
10,527
-116
| -1% | -$18.1K | 0.27% | 91 |
|
|
2024
Q1 | $1.68M | Buy |
10,643
+235
| +2% | +$37.1K | 0.28% | 94 |
|
|
2023
Q4 | $1.55M | Buy |
10,408
+783
| +8% | +$117K | 0.28% | 92 |
|
|
2023
Q3 | $1.62M | Buy |
9,625
+791
| +9% | +$133K | 0.32% | 77 |
|
|
2023
Q2 | $1.43M | Buy |
8,834
+1,410
| +19% | +$228K | 0.27% | 86 |
|
|
2023
Q1 | $1.26M | Buy |
7,424
+144
| +2% | +$24.5K | 0.26% | 93 |
|
|
2022
Q4 | $1.31M | Buy |
7,280
+571
| +9% | +$102K | 0.3% | 85 |
|
|
2022
Q3 | $964K | Buy |
6,709
+252
| +4% | +$36.2K | 0.25% | 102 |
|
|
2022
Q2 | $935K | Buy |
6,457
+193
| +3% | +$27.9K | 0.24% | 104 |
|
|
2022
Q1 | $1.02M | Buy |
6,264
+1,550
| +33% | +$253K | 0.23% | 104 |
|
|
2021
Q4 | $553K | Buy |
4,714
+179
| +4% | +$21K | 0.13% | 173 |
|
|
2021
Q3 | $460K | Buy |
4,535
+1,109
| +32% | +$112K | 0.11% | 199 |
|
|
2021
Q2 | $359K | Sell |
3,426
-606
| -15% | -$63.5K | 0.09% | 216 |
|
|
2021
Q1 | $417K | Sell |
4,032
-7,588
| -65% | -$785K | 0.11% | 197 |
|
|
2020
Q4 | $1.06M | Sell |
11,620
-145
| -1% | -$13.2K | 0.24% | 121 |
|
|
2020
Q3 | $847K | Sell |
11,765
-76
| -0.6% | -$5.47K | 0.23% | 128 |
|
|
2020
Q2 | $1.06M | Sell |
11,841
-305
| -3% | -$27.2K | 0.31% | 98 |
|
|
2020
Q1 | $880K | Sell |
12,146
-830
| -6% | -$60.1K | 0.34% | 95 |
|
|
2019
Q4 | $1.56M | Sell |
12,976
-3,808
| -23% | -$459K | 0.54% | 53 |
|
|
2019
Q3 | $1.99M | Buy |
16,784
+88
| +0.5% | +$10.4K | 0.74% | 38 |
|
|
2019
Q2 | $2.08M | Buy |
16,696
+3,260
| +24% | +$406K | 0.76% | 32 |
|
|
2019
Q1 | $1.66M | Sell |
13,436
-276
| -2% | -$34K | 0.61% | 42 |
|
|
2018
Q4 | $1.49M | Buy |
13,712
+1,999
| +17% | +$218K | 0.6% | 43 |
|
|
2018
Q3 | $1.43M | Sell |
11,713
-759
| -6% | -$92.8K | 0.52% | 52 |
|
|
2018
Q2 | $1.58M | Buy |
12,472
+574
| +5% | +$72.6K | 0.56% | 45 |
|
|
2018
Q1 | $1.49M | Buy |
11,898
+18
| +0.2% | +$2.25K | 0.62% | 50 |
|
|
2017
Q4 | $1.49M | Sell |
11,880
-1,768
| -13% | -$221K | 0.55% | 52 |
|
|
2017
Q3 | $1.6M | Sell |
13,648
-93
| -0.7% | -$10.9K | 0.6% | 48 |
|
|
2017
Q2 | $1.43M | Sell |
13,741
-211
| -2% | -$22K | 0.57% | 58 |
|
|
2017
Q1 | $1.51M | Buy |
13,952
+740
| +6% | +$80.1K | 0.57% | 52 |
|
|
2016
Q4 | $1.55M | Sell |
13,212
-703
| -5% | -$82.7K | 0.66% | 44 |
|
|
2016
Q3 | $1.43M | Buy |
13,915
+8,660
| +165% | +$891K | 0.59% | 50 |
|
|
2016
Q2 | $551K | Sell |
5,255
-8,134
| -61% | -$853K | 0.29% | 109 |
|
|
2016
Q1 | $1.28M | Buy |
13,389
+541
| +4% | +$51.6K | 0.61% | 49 |
|
|
2015
Q4 | $1.38M | Buy |
12,848
+8,809
| +218% | +$943K | 0.63% | 39 |
|
|
2015
Q3 | $319K | Sell |
4,039
-3
| -0.1% | -$237 | 0.24% | 91 |
|
|
2015
Q2 | $390K | Buy |
4,042
+1,093
| +37% | +$105K | 0.28% | 88 |
|
|
2015
Q1 | $310K | Sell |
2,949
-686
| -19% | -$72K | 0.21% | 104 |
|
|
2014
Q4 | $408K | Buy |
3,635
+607
| +20% | +$68.1K | 0.3% | 90 |
|
|
2014
Q3 | $361K | Sell |
3,028
-2,950
| -49% | -$352K | 0.29% | 100 |
|
|
2014
Q2 | $780K | Sell |
5,978
-503
| -8% | -$65.7K | 0.6% | 55 |
|
|
2014
Q1 | $771K | Buy |
+6,481
| New | +$771K | 0.64% | 52 |
|