Capital Analysts LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Sell |
44,427
-803
| -2% | -$115K | 0.21% | 94 |
|
|
2025
Q1 | $7.57M | Buy |
45,230
+2,456
| +6% | +$411K | 0.28% | 77 |
|
|
2024
Q4 | $6.2M | Buy |
42,774
+2
| +0% | +$290 | 0.25% | 81 |
|
|
2024
Q3 | $6.3M | Buy |
42,772
+1,704
| +4% | +$251K | 0.26% | 81 |
|
|
2024
Q2 | $6.42M | Buy |
41,068
+620
| +2% | +$97K | 0.28% | 79 |
|
|
2024
Q1 | $6.38M | Buy |
40,448
+1,071
| +3% | +$169K | 0.3% | 74 |
|
|
2023
Q4 | $5.87M | Sell |
39,377
-617
| -2% | -$92K | 0.3% | 78 |
|
|
2023
Q3 | $6.74M | Buy |
39,994
+175
| +0.4% | +$29.5K | 0.38% | 60 |
|
|
2023
Q2 | $6.27M | Sell |
39,819
-2,361
| -6% | -$372K | 0.35% | 70 |
|
|
2023
Q1 | $6.88M | Buy |
42,180
+1,773
| +4% | +$289K | 0.39% | 57 |
|
|
2022
Q4 | $7.25M | Sell |
40,407
-505
| -1% | -$90.6K | 0.44% | 46 |
|
|
2022
Q3 | $5.88M | Buy |
40,912
+1,054
| +3% | +$151K | 0.41% | 55 |
|
|
2022
Q2 | $5.77M | Sell |
39,858
-835
| -2% | -$121K | 0.4% | 55 |
|
|
2022
Q1 | $6.63M | Sell |
40,693
-6,354
| -14% | -$1.03M | 0.42% | 49 |
|
|
2021
Q4 | $5.52M | Sell |
47,047
-619
| -1% | -$72.6K | 0.34% | 63 |
|
|
2021
Q3 | $4.84M | Sell |
47,666
-204
| -0.4% | -$20.7K | 0.32% | 65 |
|
|
2021
Q2 | $5.01M | Sell |
47,870
-695
| -1% | -$72.8K | 0.34% | 62 |
|
|
2021
Q1 | $5.09M | Buy |
48,565
+1,556
| +3% | +$163K | 0.35% | 62 |
|
|
2020
Q4 | $3.97M | Sell |
47,009
-697
| -1% | -$58.9K | 0.35% | 61 |
|
|
2020
Q3 | $3.44M | Sell |
47,706
-507
| -1% | -$36.5K | 0.33% | 63 |
|
|
2020
Q2 | $4.3M | Buy |
48,213
+2,315
| +5% | +$207K | 0.45% | 44 |
|
|
2020
Q1 | $3.33M | Buy |
45,898
+28,251
| +160% | +$2.05M | 0.41% | 58 |
|
|
2019
Q4 | $2.13M | Buy |
17,647
+581
| +3% | +$70K | 0.21% | 90 |
|
|
2019
Q3 | $2.02M | Buy |
17,066
+368
| +2% | +$43.6K | 0.21% | 88 |
|
|
2019
Q2 | $2.08M | Sell |
16,698
-40
| -0.2% | -$4.98K | 0.23% | 86 |
|
|
2019
Q1 | $2.06M | Buy |
16,738
+1,563
| +10% | +$192K | 0.24% | 84 |
|
|
2018
Q4 | $1.65M | Buy |
15,175
+511
| +3% | +$55.6K | 0.22% | 86 |
|
|
2018
Q3 | $1.79M | Sell |
14,664
-158
| -1% | -$19.3K | 0.2% | 89 |
|
|
2018
Q2 | $1.87M | Buy |
14,822
+2,279
| +18% | +$288K | 0.22% | 86 |
|
|
2018
Q1 | $1.43M | Buy |
12,543
+290
| +2% | +$33.1K | 0.18% | 92 |
|
|
2017
Q4 | $1.53M | Sell |
12,253
-286
| -2% | -$35.8K | 0.19% | 87 |
|
|
2017
Q3 | $1.47M | Buy |
12,539
+415
| +3% | +$48.8K | 0.2% | 85 |
|
|
2017
Q2 | $1.26M | Buy |
12,124
+418
| +4% | +$43.6K | 0.18% | 88 |
|
|
2017
Q1 | $1.26M | Buy |
11,706
+943
| +9% | +$101K | 0.2% | 81 |
|
|
2016
Q4 | $1.27M | Buy |
10,763
+8,606
| +399% | +$1.01M | 0.22% | 83 |
|
|
2016
Q3 | $222K | Buy |
2,157
+403
| +23% | +$41.5K | 0.04% | 166 |
|
|
2016
Q2 | $184K | Sell |
1,754
-740
| -30% | -$77.6K | 0.04% | 177 |
|
|
2016
Q1 | $238K | Buy |
2,494
+103
| +4% | +$9.83K | 0.05% | 168 |
|
|
2015
Q4 | $215K | Sell |
2,391
-2,868
| -55% | -$258K | 0.04% | 171 |
|
|
2015
Q3 | $415K | Buy |
5,259
+3,409
| +184% | +$269K | 0.08% | 156 |
|
|
2015
Q2 | $178K | Buy |
1,850
+58
| +3% | +$5.6K | 0.04% | 181 |
|
|
2015
Q1 | $188K | Sell |
1,792
-7,554
| -81% | -$793K | 0.04% | 169 |
|
|
2014
Q4 | $1.05M | Buy |
9,346
+971
| +12% | +$109K | 0.23% | 94 |
|
|
2014
Q3 | $999K | Buy |
8,375
+121
| +1% | +$14.4K | 0.23% | 88 |
|
|
2014
Q2 | $1.08M | Buy |
8,254
+171
| +2% | +$22.3K | 0.26% | 84 |
|
|
2014
Q1 | $961K | Buy |
8,083
+75
| +0.9% | +$8.92K | 0.25% | 86 |
|
|
2013
Q4 | $1M | Sell |
8,008
-182
| -2% | -$22.7K | 0.27% | 85 |
|
|
2013
Q3 | $995K | Buy |
8,190
+457
| +6% | +$55.5K | 0.3% | 84 |
|
|
2013
Q2 | $915K | Buy |
+7,733
| New | +$915K | 0.29% | 87 |
|