Capital Group Private Client Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $618K | Sell |
4,313
-33,301
| -89% | -$4.77M | 0.01% | 249 |
|
2025
Q1 | $6.29M | Sell |
37,614
-176,978
| -82% | -$29.6M | 0.06% | 160 |
|
2024
Q4 | $31.1M | Sell |
214,592
-59,325
| -22% | -$8.59M | 0.29% | 85 |
|
2024
Q3 | $40.3M | Sell |
273,917
-36,774
| -12% | -$5.42M | 0.38% | 70 |
|
2024
Q2 | $48.6M | Sell |
310,691
-27,265
| -8% | -$4.26M | 0.49% | 57 |
|
2024
Q1 | $53.3M | Sell |
337,956
-233,004
| -41% | -$36.8M | 0.54% | 55 |
|
2023
Q4 | $85.2M | Sell |
570,960
-62,128
| -10% | -$9.27M | 0.88% | 30 |
|
2023
Q3 | $107M | Sell |
633,088
-98,721
| -13% | -$16.6M | 1.3% | 20 |
|
2023
Q2 | $115M | Sell |
731,809
-2,494
| -0.3% | -$392K | 1.36% | 17 |
|
2023
Q1 | $120M | Sell |
734,303
-256,651
| -26% | -$41.9M | 1.48% | 16 |
|
2022
Q4 | $178M | Sell |
990,954
-1,088
| -0.1% | -$195K | 2.25% | 7 |
|
2022
Q3 | $143M | Buy |
992,042
+476
| +0% | +$68.4K | 2% | 8 |
|
2022
Q2 | $144M | Sell |
991,566
-26,858
| -3% | -$3.89M | 1.85% | 10 |
|
2022
Q1 | $166M | Sell |
1,018,424
-2,030
| -0.2% | -$331K | 1.81% | 10 |
|
2021
Q4 | $120M | Sell |
1,020,454
-23,124
| -2% | -$2.71M | 1.28% | 22 |
|
2021
Q3 | $106M | Buy |
+1,043,578
| New | +$106M | 1.23% | 25 |
|