Auxano 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 | $742K | Sell |
5,181
-202
| -4% | -$28.9K | 0.17% | 75 |
|
|
2025
Q1 | $901K | Sell |
5,383
-3
| -0.1% | -$502 | 0.24% | 60 |
|
|
2024
Q4 | $780K | Buy |
5,386
+152
| +3% | +$22K | 0.2% | 73 |
|
|
2024
Q3 | $771K | Sell |
5,234
-12
| -0.2% | -$1.77K | 0.2% | 82 |
|
|
2024
Q2 | $821K | Sell |
5,246
-81
| -2% | -$12.7K | 0.23% | 70 |
|
|
2024
Q1 | $840K | Sell |
5,327
-375
| -7% | -$59.2K | 0.24% | 70 |
|
|
2023
Q4 | $850K | Sell |
5,702
-276
| -5% | -$41.2K | 0.29% | 57 |
|
|
2023
Q3 | $1.01M | Buy |
5,978
+675
| +13% | +$114K | 0.41% | 42 |
|
|
2023
Q2 | $865K | Hold |
5,303
| – | – | 0.35% | 44 |
|
|
2023
Q1 | $865K | Buy |
5,303
+196
| +4% | +$32K | 0.35% | 44 |
|
|
2022
Q4 | $917K | Buy |
5,107
+270
| +6% | +$48.5K | 0.41% | 42 |
|
|
2022
Q3 | $695K | Buy |
4,837
+1,602
| +50% | +$230K | 0.32% | 45 |
|
|
2022
Q2 | $468K | Buy |
3,235
+427
| +15% | +$61.8K | 0.23% | 44 |
|
|
2022
Q1 | $457K | Buy |
2,808
+411
| +17% | +$66.9K | 0.19% | 47 |
|
|
2021
Q4 | $281K | Buy |
2,397
+281
| +13% | +$32.9K | 0.13% | 60 |
|
|
2021
Q3 | $215K | Buy |
2,116
+27
| +1% | +$2.74K | 0.1% | 60 |
|
|
2021
Q2 | $219K | Buy |
2,089
+106
| +5% | +$11.1K | 0.1% | 62 |
|
|
2021
Q1 | $208K | Buy |
+1,983
| New | +$208K | 0.13% | 57 |
|
|
2020
Q3 | – | Sell |
-2,329
| Closed | -$208K | – | 46 |
|
|
2020
Q2 | $208K | Buy |
+2,329
| New | +$208K | 0.17% | 41 |
|