Capstone Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
3,840
+667
| +21% | +$95.5K | 0.03% | 92 |
|
|
2025
Q1 | $531K | Sell |
3,173
-228
| -7% | -$38.1K | 0.03% | 87 |
|
|
2024
Q4 | $493K | Buy |
3,401
+256
| +8% | +$37.1K | 0.03% | 90 |
|
|
2024
Q3 | $463K | Buy |
3,145
+23
| +0.7% | +$3.39K | 0.03% | 89 |
|
|
2024
Q2 | $488K | Sell |
3,122
-143
| -4% | -$22.4K | 0.03% | 90 |
|
|
2024
Q1 | $515K | Sell |
3,265
-17
| -0.5% | -$2.68K | 0.03% | 83 |
|
|
2023
Q4 | $490K | Sell |
3,282
-647
| -16% | -$96.5K | 0.04% | 86 |
|
|
2023
Q3 | $663K | Buy |
3,929
+218
| +6% | +$36.8K | 0.05% | 64 |
|
|
2023
Q2 | $584K | Sell |
3,711
-42
| -1% | -$6.61K | 0.04% | 69 |
|
|
2023
Q1 | $612K | Buy |
3,753
+29
| +0.8% | +$4.73K | 0.05% | 64 |
|
|
2022
Q4 | $668K | Buy |
3,724
+151
| +4% | +$27.1K | 0.06% | 57 |
|
|
2022
Q3 | $513K | Buy |
3,573
+183
| +5% | +$26.3K | 0.05% | 66 |
|
|
2022
Q2 | $491K | Buy |
3,390
+411
| +14% | +$59.5K | 0.04% | 77 |
|
|
2022
Q1 | $485K | Buy |
2,979
+74
| +3% | +$12K | 0.04% | 82 |
|
|
2021
Q4 | $341K | Sell |
2,905
-23
| -0.8% | -$2.7K | 0.02% | 95 |
|
|
2021
Q3 | $297K | Buy |
2,928
+1
| +0% | +$101 | 0.02% | 97 |
|
|
2021
Q2 | $307K | Buy |
+2,927
| New | +$307K | 0.02% | 98 |
|
|
2020
Q1 | – | Sell |
-1,689
| Closed | -$204K | – | 103 |
|
|
2019
Q4 | $204K | Buy |
+1,689
| New | +$204K | 0.03% | 87 |
|
|
2017
Q4 | – | Sell |
-2,376
| Closed | -$279K | – | 86 |
|
|
2017
Q3 | $279K | Sell |
2,376
-93
| -4% | -$10.9K | 0.12% | 54 |
|
|
2017
Q2 | $258K | Buy |
+2,469
| New | +$258K | 0.12% | 55 |
|
|
2016
Q3 | – | Sell |
-2,028
| Closed | -$213K | – | 77 |
|
|
2016
Q2 | $213K | Sell |
2,028
-1,000
| -33% | -$105K | 0.12% | 54 |
|
|
2016
Q1 | $289K | Hold |
3,028
| – | – | 0.11% | 51 |
|
|
2015
Q4 | $272K | Buy |
3,028
+199
| +7% | +$17.9K | 0.1% | 50 |
|
|
2015
Q3 | $223K | Buy |
2,829
+350
| +14% | +$27.6K | 0.1% | 55 |
|
|
2015
Q2 | $239K | Sell |
2,479
-1,219
| -33% | -$118K | 0.09% | 71 |
|
|
2015
Q1 | $388K | Buy |
3,698
+894
| +32% | +$93.8K | 0.15% | 48 |
|
|
2014
Q4 | $315K | Buy |
2,804
+50
| +2% | +$5.62K | 0.1% | 54 |
|
|
2014
Q3 | $329K | Hold |
2,754
| – | – | 0.2% | 39 |
|
|
2014
Q2 | $360K | Sell |
2,754
-100
| -4% | -$13.1K | 0.25% | 36 |
|
|
2014
Q1 | $339K | Sell |
2,854
-1,405
| -33% | -$167K | 0.21% | 35 |
|
|
2013
Q4 | $532K | Buy |
+4,259
| New | +$532K | 0.34% | 27 |
|