Aviance 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 | $2.14M | Buy |
14,973
+602
| +4% | +$86.2K | 0.28% | 84 |
|
|
2025
Q1 | $2.4M | Sell |
14,371
-918
| -6% | -$154K | 0.34% | 76 |
|
|
2024
Q4 | $2.21M | Buy |
15,289
+1,024
| +7% | +$148K | 0.31% | 76 |
|
|
2024
Q3 | $2.1M | Buy |
14,265
+3
| +0% | +$441 | 0.28% | 91 |
|
|
2024
Q2 | $2.23M | Buy |
14,262
+1,297
| +10% | +$203K | 0.32% | 77 |
|
|
2024
Q1 | $2.05M | Buy |
12,965
+7,800
| +151% | +$1.23M | 0.3% | 83 |
|
|
2023
Q4 | $770K | Buy |
5,165
+289
| +6% | +$43.1K | 0.16% | 140 |
|
|
2023
Q3 | $822K | Sell |
4,876
-432
| -8% | -$72.8K | 0.18% | 133 |
|
|
2023
Q2 | $835K | Buy |
5,308
+3
| +0.1% | +$472 | 0.18% | 143 |
|
|
2023
Q1 | $866K | Sell |
5,305
-55
| -1% | -$8.97K | 0.19% | 137 |
|
|
2022
Q4 | $962K | Buy |
5,360
+620
| +13% | +$111K | 0.22% | 125 |
|
|
2022
Q3 | $681K | Buy |
4,740
+144
| +3% | +$20.7K | 0.17% | 149 |
|
|
2022
Q2 | $665K | Buy |
4,596
+2
| +0% | +$289 | 0.15% | 159 |
|
|
2022
Q1 | $748K | Sell |
4,594
-369
| -7% | -$60.1K | 0.14% | 160 |
|
|
2021
Q4 | $582K | Sell |
4,963
-43
| -0.9% | -$5.04K | 0.1% | 181 |
|
|
2021
Q3 | $508K | Sell |
5,006
-206
| -4% | -$20.9K | 0.09% | 190 |
|
|
2021
Q2 | $546K | Buy |
5,212
+205
| +4% | +$21.5K | 0.1% | 186 |
|
|
2021
Q1 | $525K | Buy |
5,007
+388
| +8% | +$40.7K | 0.1% | 194 |
|
|
2020
Q4 | $390K | Buy |
4,619
+1,029
| +29% | +$86.9K | 0.08% | 205 |
|
|
2020
Q3 | $258K | Hold |
3,590
| – | – | 0.06% | 216 |
|
|
2020
Q2 | $320K | Hold |
3,590
| – | – | 0.08% | 194 |
|
|
2020
Q1 | $260K | Sell |
3,590
-54
| -1% | -$3.91K | 0.08% | 183 |
|
|
2019
Q4 | $439K | Sell |
3,644
-5
| -0.1% | -$602 | 0.11% | 172 |
|
|
2019
Q3 | $433K | Sell |
3,649
-100
| -3% | -$11.9K | 0.13% | 162 |
|
|
2019
Q2 | $467K | Buy |
3,749
+944
| +34% | +$118K | 0.13% | 170 |
|
|
2019
Q1 | $346K | Sell |
2,805
-240
| -8% | -$29.6K | 0.1% | 175 |
|
|
2018
Q4 | $331K | Sell |
3,045
-646
| -18% | -$70.2K | 0.12% | 176 |
|
|
2018
Q3 | $451K | Buy |
3,691
+850
| +30% | +$104K | 0.11% | 173 |
|
|
2018
Q2 | $359K | Sell |
2,841
-500
| -15% | -$63.2K | 0.1% | 187 |
|
|
2018
Q1 | $381K | Sell |
3,341
-44
| -1% | -$5.02K | 0.11% | 181 |
|
|
2017
Q4 | $424K | Sell |
3,385
-445
| -12% | -$55.7K | 0.14% | 175 |
|
|
2017
Q3 | $450K | Sell |
3,830
-1,629
| -30% | -$191K | 0.15% | 166 |
|
|
2017
Q2 | $570K | Sell |
5,459
-150
| -3% | -$15.7K | 0.18% | 135 |
|
|
2017
Q1 | $602K | Sell |
5,609
-223
| -4% | -$23.9K | 0.22% | 127 |
|
|
2016
Q4 | $686K | Buy |
5,832
+143
| +3% | +$16.8K | 0.24% | 114 |
|
|
2016
Q3 | $583K | Sell |
5,689
-41
| -0.7% | -$4.2K | 0.21% | 117 |
|
|
2016
Q2 | $601K | Sell |
5,730
-2,414
| -30% | -$253K | 0.22% | 113 |
|
|
2016
Q1 | $777K | Sell |
8,144
-650
| -7% | -$62K | 0.27% | 100 |
|
|
2015
Q4 | $791K | Buy |
8,794
+2,289
| +35% | +$206K | 0.27% | 105 |
|
|
2015
Q3 | $556K | Sell |
6,505
-777
| -11% | -$66.4K | 0.23% | 121 |
|
|
2015
Q2 | $702K | Sell |
7,282
-100
| -1% | -$9.64K | 0.26% | 118 |
|
|
2015
Q1 | $775K | Sell |
7,382
-124
| -2% | -$13K | 0.28% | 109 |
|
|
2014
Q4 | $842K | Hold |
7,506
| – | – | 0.31% | 93 |
|
|
2014
Q3 | $896K | Sell |
7,506
-222
| -3% | -$26.5K | 0.34% | 83 |
|
|
2014
Q2 | $1.01M | Buy |
7,728
+1,565
| +25% | +$204K | 0.39% | 76 |
|
|
2014
Q1 | $733K | Sell |
6,163
-1,155
| -16% | -$137K | 0.31% | 100 |
|
|
2013
Q4 | $914K | Sell |
7,318
-2,197
| -23% | -$274K | 0.39% | 68 |
|
|
2013
Q3 | $1.16M | Sell |
9,515
-185
| -2% | -$22.5K | 0.54% | 49 |
|
|
2013
Q2 | $1.15M | Buy |
+9,700
| New | +$1.15M | 0.62% | 48 |
|