Capital Insight Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,025
| Closed | -$319K | – | 160 |
|
|
2024
Q1 | $319K | Sell |
2,025
-37
| -2% | -$5.84K | 0.06% | 143 |
|
|
2023
Q4 | $308K | Sell |
2,062
-73
| -3% | -$10.9K | 0.06% | 143 |
|
|
2023
Q3 | $360K | Sell |
2,135
-426
| -17% | -$71.8K | 0.08% | 126 |
|
|
2023
Q2 | $403K | Sell |
2,561
-705
| -22% | -$111K | 0.09% | 122 |
|
|
2023
Q1 | $533K | Buy |
3,266
+316
| +11% | +$51.6K | 0.13% | 119 |
|
|
2022
Q4 | $529K | Buy |
2,950
+431
| +17% | +$77.4K | 0.14% | 110 |
|
|
2022
Q3 | $362K | Buy |
2,519
+495
| +24% | +$71.1K | 0.1% | 122 |
|
|
2022
Q2 | $293K | Sell |
2,024
-255
| -11% | -$36.9K | 0.07% | 141 |
|
|
2022
Q1 | $371K | Buy |
+2,279
| New | +$371K | 0.08% | 141 |
|
|
2020
Q4 | – | Sell |
-4,783
| Closed | -$344K | – | 144 |
|
|
2020
Q3 | $344K | Sell |
4,783
-78
| -2% | -$5.61K | 0.1% | 131 |
|
|
2020
Q2 | $434K | Buy |
4,861
+1,333
| +38% | +$119K | 0.14% | 124 |
|
|
2020
Q1 | $256K | Hold |
3,528
| – | – | 0.14% | 83 |
|
|
2019
Q4 | $425K | Sell |
3,528
-15
| -0.4% | -$1.81K | 0.2% | 80 |
|
|
2019
Q3 | $420K | Buy |
+3,543
| New | +$420K | 0.37% | 69 |
|
|
2019
Q1 | – | Sell |
-2,015
| Closed | -$219K | – | 77 |
|
|
2018
Q4 | $219K | Buy |
+2,015
| New | +$219K | 0.23% | 74 |
|
|
2018
Q3 | – | Sell |
-1,690
| Closed | -$214K | – | 78 |
|
|
2018
Q2 | $214K | Sell |
1,690
-3,954
| -70% | -$501K | 0.18% | 69 |
|
|
2018
Q1 | $644K | Sell |
5,644
-43
| -0.8% | -$4.91K | 0.52% | 59 |
|
|
2017
Q4 | $712K | Sell |
5,687
-28
| -0.5% | -$3.51K | 0.56% | 61 |
|
|
2017
Q3 | $672K | Buy |
5,715
+991
| +21% | +$117K | 0.57% | 60 |
|
|
2017
Q2 | $493K | Sell |
4,724
-1,859
| -28% | -$194K | 0.44% | 59 |
|
|
2017
Q1 | $707K | Hold |
6,583
| – | – | 0.64% | 55 |
|
|
2016
Q4 | $775K | Hold |
6,583
| – | – | 0.77% | 53 |
|
|
2016
Q3 | $678K | Buy |
+6,583
| New | +$678K | 0.65% | 51 |
|