Cetera Advisors’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 | $48.4M | Buy |
307,078
+120,130
| +64% | +$18.1M | 0.38% | 46 |
|
|
2023
Q4 | $27.9M | Buy |
186,948
+12,123
| +7% | +$1.83M | 0.39% | 54 |
|
|
2023
Q3 | $29.5M | Buy |
174,825
+4,697
| +3% | +$759K | 0.46% | 42 |
|
|
2023
Q2 | $26.8M | Sell |
170,128
-8,366
| -5% | -$1.34M | 0.42% | 44 |
|
|
2023
Q1 | $29.1M | Buy |
178,494
+178
| +0.1% | +$29.8K | 0.49% | 42 |
|
|
2022
Q4 | $32M | Sell |
178,316
-4,174
| -2% | -$728K | 0.58% | 34 |
|
|
2022
Q3 | $26.2M | Buy |
182,490
+5,493
| +3% | +$838K | 0.69% | 24 |
|
|
2022
Q2 | $25.6M | Buy |
176,997
+4,712
| +3% | +$779K | 0.58% | 32 |
|
|
2022
Q1 | $28.1M | Buy |
172,285
+15,102
| +10% | +$2.17M | 0.56% | 30 |
|
|
2021
Q4 | $18.4M | Buy |
157,183
+25,613
| +19% | +$2.91M | 0.37% | 49 |
|
|
2021
Q3 | $13.3M | Buy |
131,570
+13,259
| +11% | +$1.32M | 0.26% | 77 |
|
|
2021
Q2 | $12.4M | Buy |
118,311
+2,957
| +3% | +$312K | 0.29% | 72 |
|
|
2021
Q1 | $12.1M | Buy |
115,354
+22,955
| +25% | +$2.24M | 0.33% | 64 |
|
|
2020
Q4 | $7.8M | Buy |
92,399
+3,852
| +4% | +$312K | 0.25% | 86 |
|
|
2020
Q3 | $6.38M | Buy |
88,547
+9,372
| +12% | +$788K | 0.24% | 90 |
|
|
2020
Q2 | $7.07M | Buy |
79,175
+7,748
| +11% | +$694K | 0.3% | 67 |
|
|
2020
Q1 | $5.18M | Sell |
71,427
-4,681
| -6% | -$463K | 0.28% | 76 |
|
|
2019
Q4 | $9.17M | Sell |
76,108
-1,273
| -2% | -$150K | 0.39% | 48 |
|
|
2019
Q3 | $9.18M | Buy |
77,381
+3,186
| +4% | +$387K | 0.41% | 47 |
|
|
2019
Q2 | $9.22M | Buy |
74,195
+7,664
| +12% | +$927K | 0.41% | 48 |
|
|
2019
Q1 | $8.19M | Buy |
66,531
+2,731
| +4% | +$323K | 0.41% | 46 |
|
|
2018
Q4 | $6.94M | Buy |
63,800
+4,376
| +7% | +$507K | 0.41% | 51 |
|
|
2018
Q3 | $7.25M | Buy |
59,424
+2,496
| +4% | +$303K | 0.36% | 60 |
|
|
2018
Q2 | $7.2M | Sell |
56,928
-655
| -1% | -$81.3K | 0.41% | 43 |
|
|
2018
Q1 | $6.57M | Buy |
57,583
+6
| +0% | +$717 | 0.4% | 56 |
|
|
2017
Q4 | $7.22M | Sell |
57,577
-4,960
| -8% | -$588K | 0.44% | 45 |
|
|
2017
Q3 | $7.37M | Sell |
62,537
-2,278
| -4% | -$249K | 0.44% | 42 |
|
|
2017
Q2 | $6.75M | Buy |
64,815
+2,914
| +5% | +$309K | 0.42% | 49 |
|
|
2017
Q1 | $6.63M | Sell |
61,901
-3,552
| -5% | -$398K | 0.44% | 47 |
|
|
2016
Q4 | $7.72M | Buy |
65,453
+6,251
| +11% | +$681K | 0.58% | 33 |
|
|
2016
Q3 | $6.08M | Sell |
59,202
-3,372
| -5% | -$344K | 0.47% | 43 |
|
|
2016
Q2 | $6.55M | Buy |
62,574
+8,993
| +17% | +$905K | 0.51% | 37 |
|
|
2016
Q1 | $5.11M | Sell |
53,581
-17,207
| -24% | -$1.51M | 0.43% | 46 |
|
|
2015
Q4 | $6.36M | Buy |
70,788
+23,701
| +50% | +$2.14M | 0.54% | 32 |
|
|
2015
Q3 | $3.72M | Buy |
47,087
+1,244
| +3% | +$105K | 0.35% | 58 |
|
|
2015
Q2 | $4.42M | Buy |
45,843
+1,688
| +4% | +$177K | 0.38% | 58 |
|
|
2015
Q1 | $4.62M | Sell |
44,155
-14,100
| -24% | -$1.5M | 0.43% | 48 |
|
|
2014
Q4 | $6.52M | Sell |
58,255
-2,301
| -4% | -$261K | 0.63% | 24 |
|
|
2014
Q3 | $7.24M | Buy |
60,556
+5,064
| +9% | +$646K | 0.55% | 21 |
|
|
2014
Q2 | $7.24M | Sell |
55,492
-381
| -0.7% | -$47.4K | 0.81% | 18 |
|
|
2014
Q1 | $6.65M | Buy |
55,873
+2,818
| +5% | +$328K | 0.91% | 18 |
|
|
2013
Q4 | $6.62M | Buy |
53,055
+491
| +0.9% | +$59.3K | 0.98% | 17 |
|
|
2013
Q3 | $6.39M | Sell |
52,564
-1,378
| -3% | -$169K | 1.14% | 15 |
|
|
2013
Q2 | $6.39M | Buy |
+53,942
| New | +$6.52M | 1.33% | 13 |
|
Other funds holding CVX
Cetera Advisors's CVX Position: Q1 2024 in Review
Cetera Advisors increased its Chevron (CVX) stake by 64% in Q1 2024, buying an estimated $18.1M and bringing the position to 307,078 shares worth $48.4M. The position accounts for 0.38% of the portfolio, ranked #46.
Cetera Advisors first reported a position in CVX in Q2 2013 and has held it in 44 quarters since. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.
- Cetera Advisors held 307,078 shares of Chevron worth $48.4M as of Q1 2024.
- Cetera Advisors bought 120,130 Chevron shares in Q1 2024, an estimated $18.1M.
- Chevron made up 0.38% of Cetera Advisors's portfolio in Q1 2024, its #46 holding.
- Cetera Advisors first reported a position in Chevron in Q2 2013 and has held it in 44 quarters since.
- 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.