Capstone Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Buy |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $668K | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $279K | Sell |
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|
2017
Q2 | $258K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $213K | Sell |
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|
2016
Q1 | $289K | Hold |
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|
2015
Q4 | $272K | Buy |
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|
2015
Q3 | $223K | Buy |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $388K | Buy |
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|
2014
Q4 | $315K | Buy |
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|
2014
Q3 | $329K | Hold |
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|
2014
Q2 | $360K | Sell |
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|
2014
Q1 | $339K | Sell |
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|
2013
Q4 | $532K | Buy |
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