Cetera Advisor Networks’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $52.6M | Buy |
333,744
+9,309
| +3% | +$1.4M | 0.26% | 77 |
|
|
2023
Q4 | $48.4M | Buy |
324,435
+8,282
| +3% | +$1.25M | 0.27% | 76 |
|
|
2023
Q3 | $53.3M | Buy |
316,153
+18,180
| +6% | +$2.94M | 0.34% | 64 |
|
|
2023
Q2 | $46.9M | Buy |
297,973
+11,943
| +4% | +$1.91M | 0.33% | 62 |
|
|
2023
Q1 | $46.7M | Buy |
286,030
+11,186
| +4% | +$1.88M | 0.34% | 53 |
|
|
2022
Q4 | $49.3M | Buy |
274,844
+60,900
| +28% | +$10.6M | 0.4% | 43 |
|
|
2022
Q3 | $30.7M | Buy |
213,944
+29,290
| +16% | +$4.47M | 0.38% | 46 |
|
|
2022
Q2 | $26.7M | Buy |
184,654
+15,080
| +9% | +$2.49M | 0.34% | 55 |
|
|
2022
Q1 | $27.6M | Sell |
169,574
-15,953
| -9% | -$2.29M | 0.34% | 52 |
|
|
2021
Q4 | $21.8M | Sell |
185,527
-27,864
| -13% | -$3.17M | 0.27% | 72 |
|
|
2021
Q3 | $21.6M | Buy |
213,391
+14,989
| +8% | +$1.5M | 0.29% | 66 |
|
|
2021
Q2 | $20.8M | Buy |
198,402
+58,208
| +42% | +$6.14M | 0.29% | 67 |
|
|
2021
Q1 | $14.7M | Sell |
140,194
-9,578
| -6% | -$935K | 0.31% | 70 |
|
|
2020
Q4 | $12.6M | Sell |
149,772
-8,395
| -5% | -$680K | 0.29% | 74 |
|
|
2020
Q3 | $11.4M | Buy |
158,167
+3,091
| +2% | +$260K | 0.3% | 71 |
|
|
2020
Q2 | $13.8M | Buy |
155,076
+4,154
| +3% | +$372K | 0.37% | 53 |
|
|
2020
Q1 | $10.9M | Sell |
150,922
-16,836
| -10% | -$1.66M | 0.36% | 59 |
|
|
2019
Q4 | $20.2M | Sell |
167,758
-17,138
| -9% | -$2.02M | 0.54% | 39 |
|
|
2019
Q3 | $22M | Sell |
184,896
-87,636
| -32% | -$10.6M | 0.66% | 30 |
|
|
2019
Q2 | $33.9M | Buy |
272,532
+8,699
| +3% | +$1.05M | 1.04% | 17 |
|
|
2019
Q1 | $32.5M | Sell |
263,833
-22,387
| -8% | -$2.65M | 1.05% | 17 |
|
|
2018
Q4 | $31.1M | Sell |
286,220
-6,932
| -2% | -$803K | 1.21% | 14 |
|
|
2018
Q3 | $35.8M | Sell |
293,152
-1,898
| -0.6% | -$230K | 1.25% | 14 |
|
|
2018
Q2 | $37.3M | Sell |
295,050
-23,150
| -7% | -$2.87M | 1.87% | 8 |
|
|
2018
Q1 | $36.3M | Sell |
318,200
-13,576
| -4% | -$1.62M | 1.6% | 12 |
|
|
2017
Q4 | $41.6M | Sell |
331,776
-20,013
| -6% | -$2.37M | 1.75% | 9 |
|
|
2017
Q3 | $41.4M | Sell |
351,789
-23,721
| -6% | -$2.59M | 1.88% | 9 |
|
|
2017
Q2 | $39.1M | Sell |
375,510
-3,774
| -1% | -$400K | 1.85% | 10 |
|
|
2017
Q1 | $40.7M | Buy |
379,284
+8,348
| +2% | +$936K | 1.94% | 6 |
|
|
2016
Q4 | $43.7M | Sell |
370,936
-102,954
| -22% | -$11.2M | 2.27% | 3 |
|
|
2016
Q3 | $48.8M | Buy |
473,890
+70,396
| +17% | +$7.19M | 1.86% | 4 |
|
|
2016
Q2 | $42.2M | Sell |
403,494
-16,773
| -4% | -$1.69M | 2.46% | 3 |
|
|
2016
Q1 | $40.1M | Buy |
420,267
+14,762
| +4% | +$1.29M | 2.5% | 3 |
|
|
2015
Q4 | $36.4M | Buy |
405,505
+19,083
| +5% | +$1.72M | 2.33% | 5 |
|
|
2015
Q3 | $30.5M | Buy |
386,422
+80,627
| +26% | +$6.79M | 2.09% | 6 |
|
|
2015
Q2 | $32M | Hold |
305,795
| – | – | 2.05% | 6 |
|
|
2015
Q1 | $32M | Buy |
305,795
+18,669
| +7% | +$1.99M | 2.06% | 6 |
|
|
2014
Q4 | $32.2M | Sell |
287,126
-15,828
| -5% | -$1.8M | 2.28% | 2 |
|
|
2014
Q3 | $36.2M | Buy |
302,954
+3,839
| +1% | +$490K | 2.46% | 2 |
|
|
2014
Q2 | $39.1M | Sell |
299,115
-5,455
| -2% | -$679K | 2.57% | 1 |
|
|
2014
Q1 | $36.2M | Buy |
304,570
+11,018
| +4% | +$1.28M | 2.6% | 2 |
|
|
2013
Q4 | $36.6M | Buy |
293,552
+1,528
| +0.5% | +$185K | 2.8% | 3 |
|
|
2013
Q3 | $35.5M | Buy |
292,024
+23,624
| +9% | +$2.9M | 3.07% | 2 |
|
|
2013
Q2 | $31.8M | Buy |
+268,400
| New | +$32.4M | 3.16% | 2 |
|
Other funds holding CVX
Cetera Advisor Networks's CVX Position: Q1 2024 in Review
Cetera Advisor Networks increased its Chevron (CVX) stake by 2.9% in Q1 2024, buying an estimated $1.4M and bringing the position to 333,744 shares worth $52.6M. The position accounts for 0.26% of the portfolio, ranked #77.
Cetera Advisor Networks first reported a position in CVX in Q2 2013 and has held it in 44 quarters since. The position peaked at $53.3M in Q3 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.
- Cetera Advisor Networks held 333,744 shares of Chevron worth $52.6M as of Q1 2024.
- Cetera Advisor Networks bought 9,309 Chevron shares in Q1 2024, an estimated $1.4M.
- Chevron made up 0.26% of Cetera Advisor Networks's portfolio in Q1 2024, its #77 holding.
- Cetera Advisor Networks first reported a position in Chevron in Q2 2013 and has held it in 44 quarters since.
- Cetera Advisor Networks's Chevron position peaked at $53.3M in Q3 2023.
- 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.