CIA
Capital Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
324,809
+4,841
| +2% | +$693K | 0.83% | 36 |
|
|
2025
Q1 | $53.5M | Buy |
319,968
+20,275
| +7% | +$3.39M | 1.05% | 27 |
|
|
2024
Q4 | $43.4M | Buy |
299,693
+1,446
| +0.5% | +$209K | 0.88% | 34 |
|
|
2024
Q3 | $43.9M | Buy |
298,247
+8,793
| +3% | +$1.29M | 0.9% | 32 |
|
|
2024
Q2 | $45.3M | Buy |
289,454
+5,558
| +2% | +$869K | 1.02% | 22 |
|
|
2024
Q1 | $44.8M | Buy |
283,896
+6,880
| +2% | +$1.09M | 1.04% | 21 |
|
|
2023
Q4 | $41.3M | Buy |
277,016
+4,350
| +2% | +$649K | 1.04% | 21 |
|
|
2023
Q3 | $46M | Buy |
272,666
+12,043
| +5% | +$2.03M | 1.27% | 14 |
|
|
2023
Q2 | $41M | Buy |
260,623
+4,646
| +2% | +$731K | 1.25% | 17 |
|
|
2023
Q1 | $41.8M | Sell |
255,977
-3,250
| -1% | -$530K | 1.23% | 16 |
|
|
2022
Q4 | $46.5M | Buy |
259,227
+11,826
| +5% | +$2.12M | 1.41% | 13 |
|
|
2022
Q3 | $35.5M | Buy |
247,401
+6,104
| +3% | +$877K | 1.22% | 15 |
|
|
2022
Q2 | $34.9M | Buy |
241,297
+8,837
| +4% | +$1.28M | 1.16% | 19 |
|
|
2022
Q1 | $37.9M | Buy |
232,460
+68,432
| +42% | +$11.1M | 1.16% | 20 |
|
|
2021
Q4 | $19.2M | Buy |
164,028
+31,670
| +24% | +$3.72M | 0.59% | 45 |
|
|
2021
Q3 | $13.4M | Buy |
132,358
+10,170
| +8% | +$1.03M | 0.45% | 51 |
|
|
2021
Q2 | $12.8M | Buy |
122,188
+12,065
| +11% | +$1.26M | 0.44% | 54 |
|
|
2021
Q1 | $11.5M | Buy |
110,123
+13,570
| +14% | +$1.42M | 0.43% | 55 |
|
|
2020
Q4 | $8.15M | Buy |
96,553
+9,260
| +11% | +$782K | 0.34% | 68 |
|
|
2020
Q3 | $6.29M | Buy |
87,293
+12,820
| +17% | +$923K | 0.3% | 70 |
|
|
2020
Q2 | $6.65M | Buy |
74,473
+9,206
| +14% | +$821K | 0.34% | 66 |
|
|
2020
Q1 | $4.73M | Buy |
65,267
+3,029
| +5% | +$219K | 0.3% | 69 |
|
|
2019
Q4 | $7.5M | Buy |
62,238
+6,204
| +11% | +$748K | 0.36% | 71 |
|
|
2019
Q3 | $6.65M | Buy |
56,034
+477
| +0.9% | +$56.6K | 0.35% | 76 |
|
|
2019
Q2 | $6.91M | Buy |
55,557
+70
| +0.1% | +$8.71K | 0.38% | 72 |
|
|
2019
Q1 | $6.84M | Sell |
55,487
-240
| -0.4% | -$29.6K | 0.4% | 61 |
|
|
2018
Q4 | $6.06M | Buy |
55,727
+1,010
| +2% | +$110K | 0.4% | 62 |
|
|
2018
Q3 | $6.69M | Sell |
54,717
-851
| -2% | -$104K | 0.39% | 58 |
|
|
2018
Q2 | $7.03M | Buy |
55,568
+1,502
| +3% | +$190K | 0.44% | 55 |
|
|
2018
Q1 | $6.17M | Buy |
54,066
+2,064
| +4% | +$235K | 0.4% | 57 |
|
|
2017
Q4 | $6.51M | Buy |
52,002
+223
| +0.4% | +$27.9K | 0.42% | 54 |
|
|
2017
Q3 | $6.08M | Sell |
51,779
-240
| -0.5% | -$28.2K | 0.42% | 56 |
|
|
2017
Q2 | $5.43M | Sell |
52,019
-1,854
| -3% | -$193K | 0.39% | 62 |
|
|
2017
Q1 | $5.78M | Buy |
53,873
+7,898
| +17% | +$848K | 0.44% | 56 |
|
|
2016
Q4 | $5.41M | Sell |
45,975
-101
| -0.2% | -$11.9K | 0.46% | 56 |
|
|
2016
Q3 | $4.74M | Buy |
46,076
+1,762
| +4% | +$181K | 0.42% | 58 |
|
|
2016
Q2 | $4.65M | Buy |
44,314
+1,957
| +5% | +$205K | 0.44% | 52 |
|
|
2016
Q1 | $4.04M | Buy |
42,357
+915
| +2% | +$87.3K | 0.4% | 57 |
|
|
2015
Q4 | $3.73M | Sell |
41,442
-639
| -2% | -$57.5K | 0.38% | 59 |
|
|
2015
Q3 | $3.32M | Buy |
42,081
+1,101
| +3% | +$86.8K | 0.37% | 59 |
|
|
2015
Q2 | $3.95M | Buy |
40,980
+292
| +0.7% | +$28.2K | 0.43% | 54 |
|
|
2015
Q1 | $4.27M | Buy |
40,688
+1,478
| +4% | +$155K | 0.45% | 51 |
|
|
2014
Q4 | $4.4M | Buy |
39,210
+446
| +1% | +$50K | 0.49% | 50 |
|
|
2014
Q3 | $4.63M | Buy |
38,764
+1,379
| +4% | +$165K | 0.53% | 51 |
|
|
2014
Q2 | $4.88M | Buy |
37,385
+539
| +1% | +$70.4K | 0.56% | 49 |
|
|
2014
Q1 | $4.38M | Buy |
36,846
+470
| +1% | +$55.9K | 0.55% | 51 |
|
|
2013
Q4 | $4.54M | Buy |
+36,376
| New | +$4.54M | 0.6% | 48 |
|