Bragg Financial 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 | $5.22M | Sell |
36,483
-5
| -0% | -$716 | 0.19% | 135 |
|
|
2025
Q1 | $6.1M | Buy |
36,488
+63
| +0.2% | +$10.5K | 0.25% | 122 |
|
|
2024
Q4 | $5.28M | Sell |
36,425
-754
| -2% | -$109K | 0.21% | 128 |
|
|
2024
Q3 | $5.48M | Sell |
37,179
-487
| -1% | -$71.7K | 0.23% | 126 |
|
|
2024
Q2 | $5.89M | Sell |
37,666
-1,107
| -3% | -$173K | 0.26% | 117 |
|
|
2024
Q1 | $6.12M | Buy |
38,773
+14
| +0% | +$2.21K | 0.27% | 114 |
|
|
2023
Q4 | $5.78M | Sell |
38,759
-751
| -2% | -$112K | 0.28% | 115 |
|
|
2023
Q3 | $6.66M | Sell |
39,510
-819
| -2% | -$138K | 0.35% | 102 |
|
|
2023
Q2 | $6.35M | Buy |
40,329
+93
| +0.2% | +$14.6K | 0.35% | 107 |
|
|
2023
Q1 | $6.56M | Sell |
40,236
-47
| -0.1% | -$7.67K | 0.39% | 103 |
|
|
2022
Q4 | $7.23M | Buy |
40,283
+1,051
| +3% | +$189K | 0.44% | 90 |
|
|
2022
Q3 | $5.64M | Sell |
39,232
-348
| -0.9% | -$50K | 0.39% | 103 |
|
|
2022
Q2 | $5.73M | Buy |
39,580
+472
| +1% | +$68.3K | 0.38% | 100 |
|
|
2022
Q1 | $6.37M | Buy |
39,108
+604
| +2% | +$98.4K | 0.37% | 99 |
|
|
2021
Q4 | $3.91M | Hold |
38,504
| – | – | 0.25% | 121 |
|
|
2021
Q3 | $3.91M | Buy |
38,504
+13
| +0% | +$1.32K | 0.25% | 121 |
|
|
2021
Q2 | $4.03M | Buy |
38,491
+1,656
| +4% | +$173K | 0.26% | 118 |
|
|
2021
Q1 | $3.86M | Buy |
36,835
+334
| +0.9% | +$35K | 0.26% | 118 |
|
|
2020
Q4 | $3.08M | Sell |
36,501
-4,399
| -11% | -$372K | 0.27% | 113 |
|
|
2020
Q3 | $2.95M | Sell |
40,900
-438
| -1% | -$31.5K | 0.3% | 98 |
|
|
2020
Q2 | $3.69M | Sell |
41,338
-680
| -2% | -$60.7K | 0.41% | 86 |
|
|
2020
Q1 | $3.05M | Sell |
42,018
-2,997
| -7% | -$217K | 0.41% | 87 |
|
|
2019
Q4 | $5.43M | Sell |
45,015
-3,050
| -6% | -$368K | 0.61% | 60 |
|
|
2019
Q3 | $5.7M | Sell |
48,065
-733
| -2% | -$86.9K | 0.69% | 48 |
|
|
2019
Q2 | $6.07M | Sell |
48,798
-916
| -2% | -$114K | 0.75% | 47 |
|
|
2019
Q1 | $6.12M | Sell |
49,714
-1,092
| -2% | -$135K | 0.8% | 40 |
|
|
2018
Q4 | $5.53M | Sell |
50,806
-1,104
| -2% | -$120K | 0.83% | 39 |
|
|
2018
Q3 | $6.35M | Sell |
51,910
-2,012
| -4% | -$246K | 0.85% | 39 |
|
|
2018
Q2 | $6.82M | Sell |
53,922
-2,604
| -5% | -$329K | 0.97% | 29 |
|
|
2018
Q1 | $6.45M | Sell |
56,526
-1,116
| -2% | -$127K | 0.94% | 29 |
|
|
2017
Q4 | $7.22M | Sell |
57,642
-726
| -1% | -$90.9K | 1.04% | 24 |
|
|
2017
Q3 | $6.86M | Buy |
58,368
+1,984
| +4% | +$233K | 1.05% | 23 |
|
|
2017
Q2 | $5.88M | Buy |
56,384
+2,627
| +5% | +$274K | 0.93% | 30 |
|
|
2017
Q1 | $5.77M | Buy |
53,757
+610
| +1% | +$65.5K | 0.93% | 27 |
|
|
2016
Q4 | $6.26M | Buy |
53,147
+743
| +1% | +$87.4K | 1.03% | 16 |
|
|
2016
Q3 | $5.39M | Buy |
52,404
+1,545
| +3% | +$159K | 0.96% | 22 |
|
|
2016
Q2 | $5.33M | Buy |
50,859
+1,224
| +2% | +$128K | 0.96% | 23 |
|
|
2016
Q1 | $4.74M | Buy |
49,635
+1,082
| +2% | +$103K | 0.91% | 27 |
|
|
2015
Q4 | $4.37M | Buy |
48,553
+799
| +2% | +$71.9K | 0.94% | 29 |
|
|
2015
Q3 | $3.77M | Buy |
47,754
+2,704
| +6% | +$213K | 0.9% | 39 |
|
|
2015
Q2 | $4.35M | Buy |
45,050
+514
| +1% | +$49.6K | 0.99% | 24 |
|
|
2015
Q1 | $4.68M | Buy |
44,536
+3,096
| +7% | +$325K | 1.08% | 21 |
|
|
2014
Q4 | $4.65M | Buy |
41,440
+475
| +1% | +$53.3K | 1.13% | 20 |
|
|
2014
Q3 | $4.89M | Sell |
40,965
-1,472
| -3% | -$176K | 1.23% | 13 |
|
|
2014
Q2 | $5.54M | Sell |
42,437
-2,051
| -5% | -$268K | 1.33% | 9 |
|
|
2014
Q1 | $5.29M | Sell |
44,488
-311
| -0.7% | -$37K | 1.29% | 10 |
|
|
2013
Q4 | $5.6M | Buy |
44,799
+34
| +0.1% | +$4.25K | 1.36% | 6 |
|
|
2013
Q3 | $5.44M | Buy |
44,765
+707
| +2% | +$85.9K | 1.41% | 4 |
|
|
2013
Q2 | $5.21M | Buy |
+44,058
| New | +$5.21M | 1.43% | 6 |
|