CA
Centerpoint Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
798
+25
| +3% | +$3.57K | 0.04% | 107 |
|
|
2025
Q1 | $129K | Sell |
773
-528
| -41% | -$88.1K | 0.05% | 106 |
|
|
2024
Q4 | $188K | Sell |
1,301
-240
| -16% | -$34.7K | 0.07% | 93 |
|
|
2024
Q3 | $227K | Sell |
1,541
-18
| -1% | -$2.65K | 0.08% | 82 |
|
|
2024
Q2 | $244K | Buy |
1,559
+325
| +26% | +$50.9K | 0.09% | 82 |
|
|
2024
Q1 | $195K | Hold |
1,234
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $184K | Sell |
1,234
-25
| -2% | -$3.73K | 0.07% | 87 |
|
|
2023
Q3 | $212K | Buy |
1,259
+55
| +5% | +$9.26K | 0.09% | 87 |
|
|
2023
Q2 | $189K | Sell |
1,204
-80
| -6% | -$12.6K | 0.08% | 96 |
|
|
2023
Q1 | $209K | Buy |
1,284
+327
| +34% | +$53.2K | 0.09% | 91 |
|
|
2022
Q4 | $172K | Buy |
957
+73
| +8% | +$13.1K | 0.08% | 93 |
|
|
2022
Q3 | $127K | Buy |
884
+500
| +130% | +$71.8K | 0.07% | 98 |
|
|
2022
Q2 | $56K | Hold |
384
| – | – | 0.03% | 132 |
|
|
2022
Q1 | $63K | Buy |
+384
| New | +$63K | 0.03% | 135 |
|
|
2020
Q1 | – | Sell |
-170
| Closed | -$20K | – | 248 |
|
|
2019
Q4 | $20K | Sell |
170
-1,114
| -87% | -$131K | 0.01% | 138 |
|
|
2019
Q3 | $152K | Hold |
1,284
| – | – | 0.12% | 52 |
|
|
2019
Q2 | $160K | Hold |
1,284
| – | – | 0.13% | 47 |
|
|
2019
Q1 | $158K | Hold |
1,284
| – | – | 0.13% | 48 |
|
|
2018
Q4 | $140K | Sell |
1,284
-439
| -25% | -$47.9K | 0.13% | 50 |
|
|
2018
Q3 | $211K | Buy |
1,723
+180
| +12% | +$22K | 0.17% | 42 |
|
|
2018
Q2 | $195K | Buy |
1,543
+291
| +23% | +$36.8K | 0.16% | 43 |
|
|
2018
Q1 | $143K | Sell |
1,252
-86
| -6% | -$9.82K | 0.12% | 52 |
|
|
2017
Q4 | $168K | Buy |
+1,338
| New | +$168K | 0.15% | 41 |
|