Cetera Investment Advisers’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
772,496
+27,868
| +4% | +$3.99M | 0.19% | 102 |
|
|
2025
Q1 | $125M | Buy |
744,628
+33,709
| +5% | +$5.64M | 0.24% | 85 |
|
|
2024
Q4 | $103M | Sell |
710,919
-12,133
| -2% | -$1.76M | 0.22% | 87 |
|
|
2024
Q3 | $106M | Buy |
723,052
+7,673
| +1% | +$1.13M | 0.23% | 84 |
|
|
2024
Q2 | $112M | Sell |
715,379
-33,621
| -4% | -$5.26M | 0.26% | 77 |
|
|
2024
Q1 | $118M | Buy |
749,000
+534,175
| +249% | +$84.3M | 0.28% | 69 |
|
|
2023
Q4 | $32M | Sell |
214,825
-402
| -0.2% | -$60K | 0.26% | 72 |
|
|
2023
Q3 | $36.3M | Buy |
215,227
+20,152
| +10% | +$3.4M | 0.31% | 55 |
|
|
2023
Q2 | $30.7M | Buy |
195,075
+6,911
| +4% | +$1.09M | 0.26% | 67 |
|
|
2023
Q1 | $30.7M | Buy |
188,164
+2,069
| +1% | +$338K | 0.27% | 67 |
|
|
2022
Q4 | $33.4M | Buy |
186,095
+70,690
| +61% | +$12.7M | 0.31% | 56 |
|
|
2022
Q3 | $16.6M | Sell |
115,405
-24,480
| -18% | -$3.52M | 0.33% | 61 |
|
|
2022
Q2 | $20.3M | Buy |
139,885
+2,448
| +2% | +$354K | 0.32% | 59 |
|
|
2022
Q1 | $22.4M | Buy |
137,437
+6,552
| +5% | +$1.07M | 0.32% | 57 |
|
|
2021
Q4 | $15.4M | Buy |
130,885
+5,951
| +5% | +$698K | 0.22% | 95 |
|
|
2021
Q3 | $12.7M | Buy |
124,934
+4,980
| +4% | +$505K | 0.2% | 109 |
|
|
2021
Q2 | $12.6M | Buy |
119,954
+3,911
| +3% | +$410K | 0.2% | 113 |
|
|
2021
Q1 | $12.2M | Sell |
116,043
-18,849
| -14% | -$1.98M | 0.24% | 91 |
|
|
2020
Q4 | $11.4M | Buy |
134,892
+103,132
| +325% | +$8.71M | 0.23% | 100 |
|
|
2020
Q3 | $2.29M | Buy |
31,760
+431
| +1% | +$31K | 0.19% | 129 |
|
|
2020
Q2 | $2.8M | Buy |
31,329
+4,099
| +15% | +$366K | 0.26% | 102 |
|
|
2020
Q1 | $1.97M | Buy |
27,230
+2,191
| +9% | +$159K | 0.24% | 116 |
|
|
2019
Q4 | $3.01M | Buy |
25,039
+102
| +0.4% | +$12.3K | 0.3% | 89 |
|
|
2019
Q3 | $2.96M | Buy |
24,937
+1,159
| +5% | +$137K | 0.36% | 77 |
|
|
2019
Q2 | $2.95M | Sell |
23,778
-1,220
| -5% | -$151K | 0.38% | 70 |
|
|
2019
Q1 | $3.07M | Sell |
24,998
-2,593
| -9% | -$318K | 0.43% | 57 |
|
|
2018
Q4 | $3M | Buy |
27,591
+2,325
| +9% | +$253K | 0.49% | 51 |
|
|
2018
Q3 | $3.08M | Buy |
25,266
+703
| +3% | +$85.6K | 0.44% | 55 |
|
|
2018
Q2 | $3.1M | Sell |
24,563
-2,093
| -8% | -$264K | 0.55% | 44 |
|
|
2018
Q1 | $3.03M | Buy |
26,656
+2,485
| +10% | +$283K | 0.57% | 45 |
|
|
2017
Q4 | $3.04M | Sell |
24,171
-454
| -2% | -$57K | 0.56% | 43 |
|
|
2017
Q3 | $2.9M | Sell |
24,625
-2,255
| -8% | -$265K | 0.64% | 36 |
|
|
2017
Q2 | $2.8M | Buy |
26,880
+2,700
| +11% | +$282K | 0.69% | 31 |
|
|
2017
Q1 | $2.6M | Buy |
24,180
+480
| +2% | +$51.6K | 0.72% | 27 |
|
|
2016
Q4 | $2.79M | Buy |
23,700
+4,034
| +21% | +$475K | 0.93% | 20 |
|
|
2016
Q3 | $2.03M | Sell |
19,666
-3,243
| -14% | -$334K | 0.87% | 26 |
|
|
2016
Q2 | $2.4M | Buy |
22,909
+862
| +4% | +$90.3K | 0.94% | 24 |
|
|
2016
Q1 | $2.11M | Buy |
22,047
+1,135
| +5% | +$108K | 0.91% | 24 |
|
|
2015
Q4 | $1.88M | Buy |
+20,912
| New | +$1.88M | 0.86% | 26 |
|