Certified Advisory Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
15,034
-462
| -3% | -$66.2K | 0.22% | 106 |
|
|
2025
Q1 | $2.59M | Sell |
15,496
-358
| -2% | -$59.9K | 0.29% | 91 |
|
|
2024
Q4 | $2.3M | Sell |
15,854
-1,158
| -7% | -$168K | 0.25% | 100 |
|
|
2024
Q3 | $2.51M | Sell |
17,012
-199
| -1% | -$29.3K | 0.28% | 95 |
|
|
2024
Q2 | $2.69M | Buy |
17,211
+985
| +6% | +$154K | 0.34% | 86 |
|
|
2024
Q1 | $2.56M | Buy |
16,226
+106
| +0.7% | +$16.7K | 0.36% | 82 |
|
|
2023
Q4 | $2.4M | Buy |
16,120
+68
| +0.4% | +$10.1K | 0.36% | 82 |
|
|
2023
Q3 | $2.71M | Buy |
16,052
+452
| +3% | +$76.2K | 0.5% | 65 |
|
|
2023
Q2 | $2.45M | Sell |
15,600
-866
| -5% | -$136K | 0.45% | 69 |
|
|
2023
Q1 | $2.69M | Buy |
16,466
+585
| +4% | +$95.5K | 0.48% | 64 |
|
|
2022
Q4 | $2.85M | Sell |
15,881
-146
| -0.9% | -$26.2K | 0.56% | 51 |
|
|
2022
Q3 | $2.3M | Sell |
16,027
-128
| -0.8% | -$18.4K | 0.53% | 54 |
|
|
2022
Q2 | $2.34M | Buy |
16,155
+407
| +3% | +$58.9K | 0.52% | 54 |
|
|
2022
Q1 | $2.56M | Buy |
15,748
+3,234
| +26% | +$527K | 0.54% | 52 |
|
|
2021
Q4 | $1.47M | Buy |
12,514
+382
| +3% | +$44.8K | 0.32% | 80 |
|
|
2021
Q3 | $1.23M | Sell |
12,132
-739
| -6% | -$75K | 0.3% | 85 |
|
|
2021
Q2 | $1.35M | Sell |
12,871
-79
| -0.6% | -$8.27K | 0.34% | 72 |
|
|
2021
Q1 | $1.36M | Buy |
+12,950
| New | +$1.36M | 0.35% | 69 |
|
|
2020
Q2 | $1.25M | Sell |
13,974
-1,492
| -10% | -$133K | 0.41% | 58 |
|
|
2020
Q1 | $1.12M | Buy |
15,466
+853
| +6% | +$61.8K | 0.44% | 54 |
|
|
2019
Q4 | $1.76M | Buy |
14,613
+209
| +1% | +$25.2K | 0.56% | 37 |
|
|
2019
Q3 | $1.71M | Sell |
14,404
-294
| -2% | -$34.9K | 0.59% | 38 |
|
|
2019
Q2 | $1.83M | Buy |
14,698
+199
| +1% | +$24.8K | 0.68% | 32 |
|
|
2019
Q1 | $1.79M | Sell |
14,499
-111
| -0.8% | -$13.7K | 0.75% | 32 |
|
|
2018
Q4 | $1.59M | Buy |
14,610
+65
| +0.4% | +$7.07K | 0.82% | 27 |
|
|
2018
Q3 | $1.78M | Buy |
14,545
+29
| +0.2% | +$3.55K | 0.82% | 27 |
|
|
2018
Q2 | $1.84M | Buy |
14,516
+879
| +6% | +$111K | 1.02% | 21 |
|
|
2018
Q1 | $1.56M | Buy |
13,637
+8,646
| +173% | +$986K | 0.92% | 26 |
|
|
2017
Q4 | $624K | Buy |
+4,991
| New | +$624K | 0.45% | 56 |
|