Camarda 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
Q1 | – | Sell |
-14,801
| Closed | -$2.14M | – | 104 |
|
2024
Q4 | $2.14M | Buy |
+14,801
| New | +$2.14M | 0.81% | 38 |
|
2019
Q3 | – | Sell |
-254
| Closed | -$32K | – | 135 |
|
2019
Q2 | $32K | Sell |
254
-114
| -31% | -$14.4K | 0.06% | 100 |
|
2019
Q1 | $45K | Buy |
+368
| New | +$45K | 0.09% | 82 |
|
2018
Q4 | – | Sell |
-83
| Closed | -$10K | – | 183 |
|
2018
Q3 | $10K | Hold |
83
| – | – | 0.01% | 175 |
|
2018
Q2 | $10K | Hold |
83
| – | – | 0.01% | 164 |
|
2018
Q1 | $9K | Hold |
83
| – | – | 0.01% | 151 |
|
2017
Q4 | $10K | Sell |
83
-4
| -5% | -$482 | 0.01% | 153 |
|
2017
Q3 | $10K | Sell |
87
-77
| -47% | -$8.85K | 0.01% | 174 |
|
2017
Q2 | $17K | Sell |
164
-76
| -32% | -$7.88K | 0.02% | 156 |
|
2017
Q1 | $26K | Sell |
240
-294
| -55% | -$31.9K | 0.03% | 128 |
|
2016
Q4 | $63K | Buy |
534
+144
| +37% | +$17K | 0.04% | 116 |
|
2016
Q3 | $40K | Sell |
390
-775
| -67% | -$79.5K | 0.02% | 123 |
|
2016
Q2 | $122K | Buy |
+1,165
| New | +$122K | 0.08% | 103 |
|
2015
Q2 | – | Sell |
-17
| Closed | -$2K | – | 228 |
|
2015
Q1 | $2K | Sell |
17
-868
| -98% | -$102K | ﹤0.01% | 223 |
|
2014
Q4 | $99K | Buy |
885
+868
| +5,106% | +$97.1K | 0.06% | 98 |
|
2014
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 190 |
|
2014
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 193 |
|
2014
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 175 |
|
2013
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 157 |
|