CIA
Cascade Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
8,177
-145
| -2% | -$20.8K | 0.75% | 64 |
|
|
2025
Q1 | $1.39M | Buy |
8,322
+140
| +2% | +$23.4K | 0.94% | 48 |
|
|
2024
Q4 | $1.19M | Buy |
8,182
+25
| +0.3% | +$3.62K | 0.76% | 66 |
|
|
2024
Q3 | $1.2M | Buy |
8,157
+755
| +10% | +$111K | 0.76% | 72 |
|
|
2024
Q2 | $1.16M | Buy |
7,402
+230
| +3% | +$36K | 0.78% | 64 |
|
|
2024
Q1 | $1.13M | Buy |
7,172
+430
| +6% | +$67.8K | 0.74% | 72 |
|
|
2023
Q4 | $1.01M | Buy |
6,742
+130
| +2% | +$19.4K | 0.72% | 71 |
|
|
2023
Q3 | $1.11M | Buy |
6,612
+169
| +3% | +$28.5K | 0.88% | 55 |
|
|
2023
Q2 | $1.01M | Buy |
6,443
+100
| +2% | +$15.7K | 0.76% | 70 |
|
|
2023
Q1 | $1.03M | Buy |
6,343
+535
| +9% | +$87.3K | 0.82% | 65 |
|
|
2022
Q4 | $1.04M | Buy |
5,808
+135
| +2% | +$24.2K | 0.87% | 62 |
|
|
2022
Q3 | $1.03M | Buy |
5,673
+47
| +0.8% | +$8.5K | 0.88% | 59 |
|
|
2022
Q2 | $815K | Sell |
5,626
-5,904
| -51% | -$855K | 0.64% | 79 |
|
|
2022
Q1 | $1.88M | Sell |
11,530
-96
| -0.8% | -$15.6K | 1.14% | 18 |
|
|
2021
Q4 | $1.36M | Sell |
11,626
-225
| -2% | -$26.4K | 0.8% | 67 |
|
|
2021
Q3 | $1.2M | Buy |
11,851
+95
| +0.8% | +$9.64K | 0.78% | 69 |
|
|
2021
Q2 | $1.23M | Buy |
11,756
+685
| +6% | +$71.7K | 0.78% | 73 |
|
|
2021
Q1 | $1.16M | Buy |
11,071
+9,725
| +723% | +$1.02M | 0.75% | 73 |
|
|
2020
Q4 | $114K | Hold |
1,346
| – | – | 0.08% | 125 |
|
|
2020
Q3 | $96.9K | Hold |
1,346
| – | – | 0.08% | 122 |
|
|
2020
Q2 | $120K | Hold |
1,346
| – | – | 0.11% | 110 |
|
|
2020
Q1 | $97.5K | Hold |
1,346
| – | – | 0.11% | 110 |
|
|
2019
Q4 | $162K | Sell |
1,346
-2,200
| -62% | -$265K | 0.12% | 110 |
|
|
2019
Q3 | $421K | Buy |
3,546
+2,200
| +163% | +$261K | 0.32% | 90 |
|
|
2019
Q2 | $167K | Hold |
1,346
| – | – | 0.14% | 104 |
|
|
2019
Q1 | $166K | Hold |
1,346
| – | – | 0.15% | 103 |
|
|
2018
Q4 | $146K | Hold |
1,346
| – | – | 0.15% | 103 |
|
|
2018
Q3 | $165K | Sell |
1,346
-23
| -2% | -$2.81K | 0.14% | 100 |
|
|
2018
Q2 | $173K | Sell |
1,369
-1,600
| -54% | -$202K | 0.15% | 100 |
|
|
2018
Q1 | $339K | Buy |
2,969
+2,125
| +252% | +$242K | 0.27% | 86 |
|
|
2017
Q4 | $106K | Hold |
844
| – | – | 0.08% | 109 |
|
|
2017
Q3 | $99.2K | Hold |
844
| – | – | 0.08% | 107 |
|
|
2017
Q2 | $88.1K | Buy |
844
+219
| +35% | +$22.8K | 0.07% | 109 |
|
|
2017
Q1 | $67.1K | Sell |
625
-2,225
| -78% | -$239K | 0.06% | 109 |
|
|
2016
Q4 | $335K | Buy |
+2,850
| New | +$335K | 0.29% | 73 |
|
|
2016
Q2 | $68.1K | Buy |
+650
| New | +$68.1K | 0.07% | 101 |
|