Atlas Capital 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 | $215K | Hold |
1,500
| – | – | 0.03% | 396 |
|
|
2025
Q1 | $251K | Hold |
1,500
| – | – | 0.03% | 365 |
|
|
2024
Q4 | $217K | Buy |
+1,500
| New | +$217K | 0.03% | 374 |
|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$235K | – | 917 |
|
|
2024
Q2 | $235K | Buy |
+1,500
| New | +$235K | 0.03% | 363 |
|
|
2024
Q1 | – | Sell |
-1,528
| Closed | -$228K | – | 905 |
|
|
2023
Q4 | $228K | Sell |
1,528
-519
| -25% | -$77.4K | 0.03% | 344 |
|
|
2023
Q3 | $345K | Buy |
2,047
+484
| +31% | +$81.6K | 0.06% | 254 |
|
|
2023
Q2 | $246K | Hold |
1,563
| – | – | 0.04% | 325 |
|
|
2023
Q1 | $255K | Hold |
1,563
| – | – | 0.04% | 312 |
|
|
2022
Q4 | $281K | Hold |
1,563
| – | – | 0.05% | 276 |
|
|
2022
Q3 | $225K | Sell |
1,563
-150
| -9% | -$21.6K | 0.04% | 326 |
|
|
2022
Q2 | $248K | Hold |
1,713
| – | – | 0.04% | 331 |
|
|
2022
Q1 | $279K | Sell |
1,713
-1,900
| -53% | -$309K | 0.04% | 298 |
|
|
2021
Q4 | $424K | Hold |
3,613
| – | – | 0.06% | 242 |
|
|
2021
Q3 | $367K | Sell |
3,613
-1,250
| -26% | -$127K | 0.06% | 251 |
|
|
2021
Q2 | $509K | Buy |
4,863
+63
| +1% | +$6.6K | 0.09% | 202 |
|
|
2021
Q1 | $503K | Sell |
4,800
-932
| -16% | -$97.7K | 0.1% | 190 |
|
|
2020
Q4 | $484K | Buy |
+5,732
| New | +$484K | 0.1% | 186 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$35.7K | – | 371 |
|
|
2020
Q2 | $35.7K | Sell |
400
-1,800
| -82% | -$161K | 0.01% | 505 |
|
|
2020
Q1 | $159K | Sell |
2,200
-3,104
| -59% | -$225K | 0.05% | 302 |
|
|
2019
Q4 | $639K | Sell |
5,304
-1,449
| -21% | -$175K | 0.16% | 162 |
|
|
2019
Q3 | $801K | Sell |
6,753
-1,089
| -14% | -$129K | 0.24% | 120 |
|
|
2019
Q2 | $976K | Sell |
7,842
-41
| -0.5% | -$5.1K | 0.32% | 86 |
|
|
2019
Q1 | $971K | Buy |
7,883
+7,318
| +1,295% | +$901K | 0.35% | 82 |
|
|
2018
Q4 | $61.5K | Hold |
565
| – | – | 0.02% | 392 |
|
|
2018
Q3 | $70.8K | Hold |
565
| – | – | 0.02% | 394 |
|
|
2018
Q2 | $68.9K | Sell |
565
-129
| -19% | -$15.7K | 0.02% | 380 |
|
|
2018
Q1 | $79.1K | Buy |
+694
| New | +$79.1K | 0.02% | 382 |
|