Aspiriant LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
14,138
-838
| -6% | -$120K | 0.06% | 102 |
|
|
2025
Q1 | $2.51M | Sell |
14,976
-737
| -5% | -$123K | 0.09% | 86 |
|
|
2024
Q4 | $2.28M | Sell |
15,713
-774
| -5% | -$112K | 0.08% | 89 |
|
|
2024
Q3 | $2.43M | Buy |
16,487
+1,026
| +7% | +$151K | 0.09% | 88 |
|
|
2024
Q2 | $2.42M | Sell |
15,461
-3,613
| -19% | -$565K | 0.1% | 84 |
|
|
2024
Q1 | $3.01M | Sell |
19,074
-327
| -2% | -$51.6K | 0.12% | 76 |
|
|
2023
Q4 | $2.89M | Buy |
19,401
+80
| +0.4% | +$11.9K | 0.13% | 74 |
|
|
2023
Q3 | $3.26M | Buy |
19,321
+1,204
| +7% | +$203K | 0.17% | 66 |
|
|
2023
Q2 | $2.85M | Sell |
18,117
-504
| -3% | -$79.3K | 0.14% | 71 |
|
|
2023
Q1 | $3.04M | Buy |
18,621
+1,939
| +12% | +$316K | 0.16% | 67 |
|
|
2022
Q4 | $2.99M | Buy |
16,682
+529
| +3% | +$95K | 0.15% | 67 |
|
|
2022
Q3 | $2.32M | Sell |
16,153
-267
| -2% | -$38.4K | 0.11% | 76 |
|
|
2022
Q2 | $2.38M | Sell |
16,420
-297
| -2% | -$43K | 0.11% | 76 |
|
|
2022
Q1 | $2.72M | Sell |
16,717
-630
| -4% | -$103K | 0.15% | 68 |
|
|
2021
Q4 | $2.03M | Buy |
17,347
+3,079
| +22% | +$361K | 0.11% | 88 |
|
|
2021
Q3 | $1.45M | Sell |
14,268
-261
| -2% | -$26.5K | 0.09% | 92 |
|
|
2021
Q2 | $1.52M | Buy |
14,529
+769
| +6% | +$80.6K | 0.09% | 87 |
|
|
2021
Q1 | $1.44M | Buy |
13,760
+134
| +1% | +$14K | 0.09% | 82 |
|
|
2020
Q4 | $1.15M | Sell |
13,626
-70,469
| -84% | -$5.95M | 0.08% | 89 |
|
|
2020
Q3 | $6.06M | Buy |
84,095
+70,951
| +540% | +$5.11M | 0.47% | 30 |
|
|
2020
Q2 | $1.17M | Sell |
13,144
-2,417
| -16% | -$216K | 0.11% | 71 |
|
|
2020
Q1 | $1.13M | Sell |
15,561
-5,938
| -28% | -$430K | 0.11% | 74 |
|
|
2019
Q4 | $2.59M | Sell |
21,499
-562
| -3% | -$67.7K | 0.24% | 50 |
|
|
2019
Q3 | $2.62M | Sell |
22,061
-2,336
| -10% | -$277K | 0.23% | 64 |
|
|
2019
Q2 | $3.04M | Sell |
24,397
-1,168
| -5% | -$145K | 0.25% | 61 |
|
|
2019
Q1 | $3.16M | Sell |
25,565
-5,372
| -17% | -$663K | 0.26% | 57 |
|
|
2018
Q4 | $3.37M | Sell |
30,937
-454
| -1% | -$49.4K | 0.26% | 55 |
|
|
2018
Q3 | $3.84M | Sell |
31,391
-7,893
| -20% | -$965K | 0.33% | 52 |
|
|
2018
Q2 | $4.97M | Buy |
39,284
+5,805
| +17% | +$734K | 0.43% | 49 |
|
|
2018
Q1 | $3.82M | Buy |
33,479
+27,882
| +498% | +$3.18M | 0.33% | 50 |
|
|
2017
Q4 | $701K | Sell |
5,597
-29,792
| -84% | -$3.73M | 0.21% | 43 |
|
|
2017
Q3 | $4.16M | Sell |
35,389
-5,821
| -14% | -$684K | 0.35% | 45 |
|
|
2017
Q2 | $4.3M | Buy |
41,210
+5,482
| +15% | +$572K | 0.37% | 46 |
|
|
2017
Q1 | $3.84M | Sell |
35,728
-2,648
| -7% | -$284K | 0.33% | 51 |
|
|
2016
Q4 | $4.52M | Buy |
38,376
+1,605
| +4% | +$189K | 0.41% | 35 |
|
|
2016
Q3 | $3.78M | Sell |
36,771
-1,349
| -4% | -$139K | 0.38% | 39 |
|
|
2016
Q2 | $3.73M | Buy |
38,120
+4
| +0% | +$392 | 0.35% | 48 |
|
|
2016
Q1 | $3.64M | Buy |
38,116
+34,708
| +1,018% | +$3.31M | 0.35% | 44 |
|
|
2015
Q4 | $307K | Sell |
3,408
-317
| -9% | -$28.6K | 0.03% | 67 |
|
|
2015
Q3 | $294K | Buy |
3,725
+1,353
| +57% | +$107K | 0.02% | 85 |
|
|
2015
Q2 | $229K | Sell |
2,372
-1,715
| -42% | -$166K | 0.02% | 103 |
|
|
2015
Q1 | $429K | Buy |
4,087
+1,463
| +56% | +$154K | 0.06% | 66 |
|
|
2014
Q4 | $294K | Buy |
+2,624
| New | +$294K | 0.04% | 73 |
|