Cambridge 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 | $699K | Sell |
4,880
-689
| -12% | -$98.7K | 0.15% | 92 |
|
|
2025
Q1 | $932K | Sell |
5,569
-19
| -0.3% | -$3.18K | 0.2% | 78 |
|
|
2024
Q4 | $809K | Sell |
5,588
-425
| -7% | -$61.6K | 0.18% | 84 |
|
|
2024
Q3 | $886K | Buy |
6,013
+15
| +0.3% | +$2.21K | 0.19% | 80 |
|
|
2024
Q2 | $938K | Buy |
5,998
+5
| +0.1% | +$782 | 0.22% | 75 |
|
|
2024
Q1 | $945K | Sell |
5,993
-485
| -7% | -$76.5K | 0.22% | 75 |
|
|
2023
Q4 | $966K | Sell |
6,478
-130
| -2% | -$19.4K | 0.24% | 68 |
|
|
2023
Q3 | $1.11M | Hold |
6,608
| – | – | 0.3% | 57 |
|
|
2023
Q2 | $1.04M | Buy |
6,608
+78
| +1% | +$12.3K | 0.27% | 63 |
|
|
2023
Q1 | $1.07M | Buy |
6,530
+165
| +3% | +$26.9K | 0.27% | 63 |
|
|
2022
Q4 | $1.14M | Hold |
6,365
| – | – | 0.31% | 56 |
|
|
2022
Q3 | $914K | Buy |
6,365
+145
| +2% | +$20.8K | 0.26% | 64 |
|
|
2022
Q2 | $901K | Hold |
6,220
| – | – | 0.25% | 66 |
|
|
2022
Q1 | $1.01M | Sell |
6,220
-72
| -1% | -$11.7K | 0.24% | 67 |
|
|
2021
Q4 | $738K | Buy |
6,292
+11
| +0.2% | +$1.29K | 0.17% | 96 |
|
|
2021
Q3 | $637K | Sell |
6,281
-524
| -8% | -$53.1K | 0.16% | 96 |
|
|
2021
Q2 | $713K | Sell |
6,805
-104
| -2% | -$10.9K | 0.17% | 89 |
|
|
2021
Q1 | $724K | Buy |
6,909
+1
| +0% | +$105 | 0.19% | 87 |
|
|
2020
Q4 | $583K | Sell |
6,908
-124
| -2% | -$10.5K | 0.16% | 91 |
|
|
2020
Q3 | $506K | Sell |
7,032
-49
| -0.7% | -$3.53K | 0.15% | 93 |
|
|
2020
Q2 | $632K | Buy |
7,081
+106
| +2% | +$9.46K | 0.2% | 78 |
|
|
2020
Q1 | $505K | Sell |
6,975
-1,057
| -13% | -$76.5K | 0.18% | 84 |
|
|
2019
Q4 | $968K | Sell |
8,032
-210
| -3% | -$25.3K | 0.3% | 64 |
|
|
2019
Q3 | $977K | Buy |
8,242
+1
| +0% | +$119 | 0.32% | 53 |
|
|
2019
Q2 | $1.03M | Buy |
8,241
+1
| +0% | +$124 | 0.34% | 50 |
|
|
2019
Q1 | $1.02M | Sell |
8,240
-900
| -10% | -$111K | 0.35% | 49 |
|
|
2018
Q4 | $994K | Buy |
9,140
+6
| +0.1% | +$653 | 0.37% | 49 |
|
|
2018
Q3 | $1.12M | Hold |
9,134
| – | – | 0.38% | 50 |
|
|
2018
Q2 | $1.16M | Buy |
9,134
+1
| +0% | +$126 | 0.41% | 48 |
|
|
2018
Q1 | $1.04M | Buy |
9,133
+600
| +7% | +$68.5K | 0.37% | 50 |
|
|
2017
Q4 | $1.07M | Sell |
8,533
-699
| -8% | -$87.5K | 0.39% | 50 |
|
|
2017
Q3 | $1.09M | Sell |
9,232
-49
| -0.5% | -$5.76K | 0.42% | 46 |
|
|
2017
Q2 | $968K | Hold |
9,281
| – | – | 0.39% | 50 |
|
|
2017
Q1 | $996K | Sell |
9,281
-245
| -3% | -$26.3K | 0.41% | 50 |
|
|
2016
Q4 | $1.12M | Buy |
9,526
+2
| +0% | +$235 | 0.5% | 45 |
|
|
2016
Q3 | $980K | Buy |
9,524
+3
| +0% | +$309 | 0.43% | 52 |
|
|
2016
Q2 | $998K | Buy |
9,521
+3
| +0% | +$314 | 0.46% | 48 |
|
|
2016
Q1 | $908K | Buy |
9,518
+3
| +0% | +$286 | 0.42% | 52 |
|
|
2015
Q4 | $856K | Sell |
9,515
-697
| -7% | -$62.7K | 0.49% | 54 |
|
|
2015
Q3 | $806K | Buy |
10,212
+1,040
| +11% | +$82.1K | 0.48% | 54 |
|
|
2015
Q2 | $885K | Buy |
9,172
+1
| +0% | +$96 | 0.5% | 54 |
|
|
2015
Q1 | $963K | Sell |
9,171
-50
| -0.5% | -$5.25K | 0.56% | 51 |
|
|
2014
Q4 | $1.03M | Buy |
+9,221
| New | +$1.03M | 0.63% | 45 |
|