Aveo Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,639
| Closed | -$1.04M | – | 37 |
|
|
2025
Q1 | $1.04M | Sell |
7,639
-5,404
| -41% | -$734K | 0.17% | 77 |
|
|
2024
Q4 | $1.89M | Buy |
13,043
+239
| +2% | +$34.6K | 0.21% | 91 |
|
|
2024
Q3 | $1.89M | Sell |
12,804
-329
| -3% | -$48.5K | 0.2% | 91 |
|
|
2024
Q2 | $2.05M | Buy |
13,133
+908
| +7% | +$142K | 0.23% | 87 |
|
|
2024
Q1 | $1.96M | Buy |
12,225
+3,608
| +42% | +$578K | 0.21% | 98 |
|
|
2023
Q4 | $1.29M | Buy |
8,617
+82
| +1% | +$12.2K | 0.16% | 109 |
|
|
2023
Q3 | $1.44M | Sell |
8,535
-222
| -3% | -$37.4K | 0.19% | 105 |
|
|
2023
Q2 | $1.38M | Buy |
8,757
+536
| +7% | +$84.3K | 0.17% | 106 |
|
|
2023
Q1 | $1.34M | Sell |
8,221
-87
| -1% | -$14.2K | 0.18% | 98 |
|
|
2022
Q4 | $1.49M | Buy |
8,308
+474
| +6% | +$85.1K | 0.22% | 90 |
|
|
2022
Q3 | $1.13M | Sell |
7,834
-8,093
| -51% | -$1.16M | 0.19% | 95 |
|
|
2022
Q2 | $2.31M | Buy |
15,927
+109
| +0.7% | +$15.8K | 0.38% | 69 |
|
|
2022
Q1 | $2.58M | Buy |
15,818
+198
| +1% | +$32.2K | 0.45% | 64 |
|
|
2021
Q4 | $1.83M | Buy |
15,620
+1,427
| +10% | +$167K | 0.33% | 75 |
|
|
2021
Q3 | $1.44M | Sell |
14,193
-233
| -2% | -$23.6K | 0.3% | 78 |
|
|
2021
Q2 | $1.51M | Buy |
14,426
+119
| +0.8% | +$12.5K | 0.33% | 71 |
|
|
2021
Q1 | $1.5M | Buy |
14,307
+3,804
| +36% | +$399K | 0.38% | 60 |
|
|
2020
Q4 | $887K | Sell |
10,503
-2,508
| -19% | -$212K | 1.37% | 24 |
|
|
2020
Q3 | $937K | Buy |
13,011
+2,558
| +24% | +$184K | 0.34% | 64 |
|
|
2020
Q2 | $933K | Sell |
10,453
-2,427
| -19% | -$217K | 1.88% | 13 |
|
|
2020
Q1 | $933K | Buy |
12,880
+7,759
| +152% | +$562K | 0.45% | 53 |
|
|
2019
Q4 | $617K | Buy |
5,121
+57
| +1% | +$6.87K | 0.24% | 91 |
|
|
2019
Q3 | $616K | Buy |
5,064
+79
| +2% | +$9.61K | 0.25% | 86 |
|
|
2019
Q2 | $631K | Sell |
4,985
-23
| -0.5% | -$2.91K | 0.27% | 82 |
|
|
2019
Q1 | $617K | Sell |
5,008
-213
| -4% | -$26.2K | 0.29% | 74 |
|
|
2018
Q4 | $568K | Buy |
5,221
+116
| +2% | +$12.6K | 0.28% | 56 |
|
|
2018
Q3 | $598K | Sell |
5,105
-479
| -9% | -$56.1K | 0.27% | 59 |
|
|
2018
Q2 | $706K | Sell |
5,584
-688
| -11% | -$87K | 0.31% | 58 |
|
|
2018
Q1 | $715K | Buy |
6,272
+432
| +7% | +$49.2K | 0.3% | 54 |
|
|
2017
Q4 | $731K | Buy |
5,840
+270
| +5% | +$33.8K | 0.24% | 51 |
|
|
2017
Q3 | $654K | Buy |
5,570
+30
| +0.5% | +$3.52K | 0.23% | 55 |
|
|
2017
Q2 | $578K | Sell |
5,540
-626
| -10% | -$65.3K | 0.2% | 57 |
|
|
2017
Q1 | $662K | Sell |
6,166
-8,466
| -58% | -$909K | 0.24% | 46 |
|
|
2016
Q4 | $1.72M | Buy |
+14,632
| New | +$1.72M | 0.49% | 29 |
|