Cambridge Investment Research Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2M | Buy |
490,435
+18,873
| +4% | +$2.7M | 0.21% | 81 |
|
|
2025
Q1 | $78.9M | Sell |
471,562
-4,601
| -1% | -$770K | 0.27% | 62 |
|
|
2024
Q4 | $69M | Buy |
476,163
+11,290
| +2% | +$1.64M | 0.23% | 75 |
|
|
2024
Q3 | $68.5M | Sell |
464,873
-2,791
| -0.6% | -$411K | 0.23% | 76 |
|
|
2024
Q2 | $73.2M | Buy |
467,664
+12,263
| +3% | +$1.92M | 0.27% | 63 |
|
|
2024
Q1 | $71.8M | Buy |
455,401
+14,623
| +3% | +$2.31M | 0.28% | 63 |
|
|
2023
Q4 | $65.7M | Buy |
440,778
+16,758
| +4% | +$2.5M | 0.28% | 60 |
|
|
2023
Q3 | $71.5M | Buy |
424,020
+8,283
| +2% | +$1.4M | 0.33% | 50 |
|
|
2023
Q2 | $65.4M | Sell |
415,737
-6,236
| -1% | -$981K | 0.3% | 55 |
|
|
2023
Q1 | $68.8M | Sell |
421,973
-18,126
| -4% | -$2.96M | 0.34% | 49 |
|
|
2022
Q4 | $79M | Sell |
440,099
-3,373
| -0.8% | -$605K | 0.41% | 44 |
|
|
2022
Q3 | $63.7M | Buy |
443,472
+6,100
| +1% | +$876K | 0.36% | 50 |
|
|
2022
Q2 | $63.3M | Buy |
437,372
+10,213
| +2% | +$1.48M | 0.34% | 56 |
|
|
2022
Q1 | $69.6M | Buy |
427,159
+15,613
| +4% | +$2.54M | 0.32% | 57 |
|
|
2021
Q4 | $48.3M | Sell |
411,546
-8,836
| -2% | -$1.04M | 0.22% | 80 |
|
|
2021
Q3 | $42.6M | Sell |
420,382
-10,562
| -2% | -$1.07M | 0.21% | 83 |
|
|
2021
Q2 | $45.1M | Buy |
430,944
+3,102
| +0.7% | +$325K | 0.22% | 82 |
|
|
2021
Q1 | $44.8M | Buy |
427,842
+6,832
| +2% | +$716K | 0.24% | 70 |
|
|
2020
Q4 | $35.6M | Buy |
421,010
+14,308
| +4% | +$1.21M | 0.21% | 88 |
|
|
2020
Q3 | $29.3M | Buy |
406,702
+50,178
| +14% | +$3.61M | 0.2% | 106 |
|
|
2020
Q2 | $31.8M | Buy |
356,524
+21,573
| +6% | +$1.92M | 0.24% | 86 |
|
|
2020
Q1 | $24.3M | Buy |
334,951
+9,570
| +3% | +$693K | 0.23% | 88 |
|
|
2019
Q4 | $39.2M | Buy |
325,381
+13,893
| +4% | +$1.67M | 0.3% | 65 |
|
|
2019
Q3 | $36.9M | Buy |
311,488
+20,395
| +7% | +$2.42M | 0.32% | 56 |
|
|
2019
Q2 | $36.2M | Buy |
291,093
+9,137
| +3% | +$1.14M | 0.33% | 57 |
|
|
2019
Q1 | $34.7M | Buy |
281,956
+22,405
| +9% | +$2.76M | 0.33% | 54 |
|
|
2018
Q4 | $28.2M | Buy |
259,551
+763
| +0.3% | +$83K | 0.31% | 62 |
|
|
2018
Q3 | $31.6M | Sell |
258,788
-4,514
| -2% | -$552K | 0.3% | 62 |
|
|
2018
Q2 | $33.3M | Buy |
263,302
+11,945
| +5% | +$1.51M | 0.35% | 49 |
|
|
2018
Q1 | $28.7M | Buy |
251,357
+10,397
| +4% | +$1.19M | 0.32% | 50 |
|
|
2017
Q4 | $30.2M | Buy |
240,960
+6,537
| +3% | +$818K | 0.35% | 46 |
|
|
2017
Q3 | $27.5M | Buy |
234,423
+11,375
| +5% | +$1.34M | 0.37% | 48 |
|
|
2017
Q2 | $23.3M | Buy |
223,048
+7,212
| +3% | +$752K | 0.34% | 51 |
|
|
2017
Q1 | $23.2M | Buy |
215,836
+8,690
| +4% | +$933K | 0.4% | 46 |
|
|
2016
Q4 | $24.4M | Sell |
207,146
-5,703
| -3% | -$671K | 0.46% | 41 |
|
|
2016
Q3 | $21.9M | Buy |
212,849
+9,948
| +5% | +$1.02M | 0.41% | 50 |
|
|
2016
Q2 | $21.3M | Buy |
202,901
+21,760
| +12% | +$2.28M | 0.45% | 44 |
|
|
2016
Q1 | $17.3M | Buy |
181,141
+9,377
| +5% | +$895K | 0.39% | 57 |
|
|
2015
Q4 | $15.5M | Sell |
171,764
-13,487
| -7% | -$1.21M | 0.37% | 57 |
|
|
2015
Q3 | $14.6M | Buy |
185,251
+18,379
| +11% | +$1.45M | 0.42% | 50 |
|
|
2015
Q2 | $16.1M | Buy |
166,872
+7,553
| +5% | +$729K | 0.44% | 43 |
|
|
2015
Q1 | $16.7M | Buy |
159,319
+10,986
| +7% | +$1.15M | 0.48% | 43 |
|
|
2014
Q4 | $16.6M | Buy |
148,333
+3,416
| +2% | +$383K | 0.52% | 40 |
|
|
2014
Q3 | $17.3M | Buy |
144,917
+3,466
| +2% | +$414K | 0.51% | 38 |
|
|
2014
Q2 | $18.5M | Sell |
141,451
-4,204
| -3% | -$549K | 0.64% | 32 |
|
|
2014
Q1 | $17.3M | Buy |
145,655
+9,021
| +7% | +$1.07M | 0.65% | 30 |
|
|
2013
Q4 | $17.1M | Sell |
136,634
-1,723
| -1% | -$215K | 0.7% | 23 |
|
|
2013
Q3 | $16.8M | Sell |
138,357
-3,763
| -3% | -$457K | 0.74% | 25 |
|
|
2013
Q2 | $16.8M | Buy |
+142,120
| New | +$16.8M | 0.85% | 22 |
|