CBIZ Investment Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
793
-121
| -13% | -$17.3K | 0.01% | 72 |
|
|
2025
Q1 | $153K | Sell |
914
-270
| -23% | -$45.1K | 0.01% | 57 |
|
|
2024
Q4 | $171K | Buy |
1,184
+68
| +6% | +$9.85K | 0.01% | 54 |
|
|
2024
Q3 | $164K | Hold |
1,116
| – | – | 0.01% | 55 |
|
|
2024
Q2 | $175K | Sell |
1,116
-6
| -0.5% | -$939 | 0.01% | 50 |
|
|
2024
Q1 | $177K | Buy |
+1,122
| New | +$177K | 0.01% | 50 |
|
|
2021
Q4 | – | Hold |
0
| – | -$28K | – | 41 |
|
|
2021
Q3 | – | Hold |
0
| – | -$50K | – | 66 |
|
|
2021
Q2 | – | Hold |
0
| – | -$50K | – | 61 |
|
|
2021
Q1 | – | Hold |
0
| – | -$40K | – | 53 |
|
|
2020
Q4 | – | Hold |
0
| – | -$34K | – | 61 |
|
|
2020
Q3 | – | Hold |
0
| – | -$43K | – | 64 |
|
|
2020
Q2 | – | Hold |
0
| – | -$20K | – | 68 |
|
|
2020
Q1 | – | Hold |
0
| – | -$33K | – | 103 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 90 |
|