Cahill 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 | $472K | Buy |
3,293
+485
| +17% | +$69.5K | 0.06% | 179 |
|
|
2025
Q1 | $470K | Hold |
2,808
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $407K | Buy |
2,808
+815
| +41% | +$118K | 0.06% | 181 |
|
|
2024
Q3 | $293K | Sell |
1,993
-68
| -3% | -$10K | 0.04% | 214 |
|
|
2024
Q2 | $322K | Buy |
2,061
+65
| +3% | +$10.2K | 0.04% | 205 |
|
|
2024
Q1 | $315K | Buy |
1,996
+357
| +22% | +$56.3K | 0.04% | 211 |
|
|
2023
Q4 | $244K | Buy |
1,639
+21
| +1% | +$3.13K | 0.04% | 220 |
|
|
2023
Q3 | $273K | Sell |
1,618
-39
| -2% | -$6.58K | 0.05% | 206 |
|
|
2023
Q2 | $261K | Sell |
1,657
-8,334
| -83% | -$1.31M | 0.04% | 211 |
|
|
2023
Q1 | $1.63M | Buy |
9,991
+62
| +0.6% | +$10.1K | 0.29% | 77 |
|
|
2022
Q4 | $1.78M | Buy |
9,929
+381
| +4% | +$68.4K | 0.34% | 67 |
|
|
2022
Q3 | $1.37M | Sell |
9,548
-1
| -0% | -$144 | 0.29% | 82 |
|
|
2022
Q2 | $1.38M | Sell |
9,549
-783
| -8% | -$113K | 0.29% | 80 |
|
|
2022
Q1 | $1.68M | Sell |
10,332
-1,268
| -11% | -$206K | 0.32% | 72 |
|
|
2021
Q4 | $1.36M | Sell |
11,600
-801
| -6% | -$94K | 0.26% | 87 |
|
|
2021
Q3 | $1.26M | Buy |
12,401
+981
| +9% | +$99.5K | 0.26% | 86 |
|
|
2021
Q2 | $1.2M | Buy |
11,420
+739
| +7% | +$77.4K | 0.27% | 84 |
|
|
2021
Q1 | $1.12M | Buy |
10,681
+335
| +3% | +$35.1K | 0.27% | 85 |
|
|
2020
Q4 | $874K | Buy |
10,346
+87
| +0.8% | +$7.35K | 0.22% | 90 |
|
|
2020
Q3 | $739K | Buy |
10,259
+14
| +0.1% | +$1.01K | 0.27% | 86 |
|
|
2020
Q2 | $915K | Buy |
10,245
+1,089
| +12% | +$97.3K | 0.35% | 69 |
|
|
2020
Q1 | $664K | Sell |
9,156
-865
| -9% | -$62.7K | 0.31% | 80 |
|
|
2019
Q4 | $1.21M | Buy |
10,021
+8
| +0.1% | +$964 | 0.44% | 61 |
|
|
2019
Q3 | $1.19M | Buy |
10,013
+84
| +0.8% | +$9.97K | 0.46% | 57 |
|
|
2019
Q2 | $1.24M | Buy |
9,929
+245
| +3% | +$30.5K | 0.49% | 55 |
|
|
2019
Q1 | $1.19M | Buy |
9,684
+86
| +0.9% | +$10.6K | 0.5% | 57 |
|
|
2018
Q4 | $1.05M | Sell |
9,598
-441
| -4% | -$48K | 0.52% | 51 |
|
|
2018
Q3 | $1.23M | Sell |
10,039
-198
| -2% | -$24.2K | 0.54% | 49 |
|
|
2018
Q2 | $1.3M | Sell |
10,237
-74
| -0.7% | -$9.36K | 0.6% | 49 |
|
|
2018
Q1 | $1.18M | Buy |
10,311
+2,653
| +35% | +$303K | 0.56% | 49 |
|
|
2017
Q4 | $959K | Buy |
7,658
+228
| +3% | +$28.6K | 0.48% | 55 |
|
|
2017
Q3 | $873K | Buy |
7,430
+954
| +15% | +$112K | 0.46% | 55 |
|
|
2017
Q2 | $676K | Buy |
6,476
+4
| +0.1% | +$418 | 0.37% | 68 |
|
|
2017
Q1 | $695K | Buy |
6,472
+153
| +2% | +$16.4K | 0.4% | 65 |
|
|
2016
Q4 | $744K | Sell |
6,319
-146
| -2% | -$17.2K | 0.45% | 55 |
|
|
2016
Q3 | $666K | Buy |
6,465
+1,249
| +24% | +$129K | 0.43% | 59 |
|
|
2016
Q2 | $547K | Sell |
5,216
-75
| -1% | -$7.87K | 0.38% | 70 |
|
|
2016
Q1 | $505K | Sell |
5,291
-265
| -5% | -$25.3K | 0.38% | 70 |
|
|
2015
Q4 | $500K | Sell |
5,556
-462
| -8% | -$41.6K | 0.41% | 65 |
|
|
2015
Q3 | $475K | Buy |
6,018
+957
| +19% | +$75.5K | 0.39% | 70 |
|
|
2015
Q2 | $489K | Buy |
5,061
+424
| +9% | +$41K | 0.37% | 71 |
|
|
2015
Q1 | $487K | Buy |
4,637
+90
| +2% | +$9.45K | 0.37% | 68 |
|
|
2014
Q4 | $511K | Buy |
4,547
+254
| +6% | +$28.5K | 0.39% | 65 |
|
|
2014
Q3 | $513K | Buy |
4,293
+97
| +2% | +$11.6K | 0.41% | 62 |
|
|
2014
Q2 | $548K | Buy |
4,196
+82
| +2% | +$10.7K | 0.43% | 53 |
|
|
2014
Q1 | $490K | Sell |
4,114
-294
| -7% | -$35K | 0.42% | 52 |
|
|
2013
Q4 | $551K | Buy |
+4,408
| New | +$551K | 0.48% | 56 |
|