Checchi Capital Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.02M | Sell |
21,056
-1,171
| -5% | -$168K | 0.17% | 96 |
|
2025
Q1 | $3.72M | Buy |
22,227
+953
| +4% | +$159K | 0.2% | 83 |
|
2024
Q4 | $3.08M | Sell |
21,274
-301
| -1% | -$43.6K | 0.18% | 92 |
|
2024
Q3 | $3.18M | Sell |
21,575
-184
| -0.8% | -$27.1K | 0.18% | 84 |
|
2024
Q2 | $3.4M | Buy |
21,759
+339
| +2% | +$53K | 0.17% | 77 |
|
2024
Q1 | $3.38M | Buy |
21,420
+518
| +2% | +$81.7K | 0.26% | 83 |
|
2023
Q4 | $3.12M | Sell |
20,902
-2,768
| -12% | -$413K | 0.25% | 86 |
|
2023
Q3 | $3.99M | Sell |
23,670
-99
| -0.4% | -$16.7K | 0.37% | 65 |
|
2023
Q2 | $3.74M | Buy |
23,769
+851
| +4% | +$134K | 0.33% | 69 |
|
2023
Q1 | $3.74M | Sell |
22,918
-87
| -0.4% | -$14.2K | 0.36% | 64 |
|
2022
Q4 | $4.13M | Sell |
23,005
-1,095
| -5% | -$197K | 0.43% | 58 |
|
2022
Q3 | $3.46M | Buy |
24,100
+770
| +3% | +$111K | 0.32% | 68 |
|
2022
Q2 | $3.82M | Buy |
23,330
+2,974
| +15% | +$487K | 0.33% | 60 |
|
2022
Q1 | $3.32M | Buy |
20,356
+306
| +2% | +$49.8K | 0.28% | 64 |
|
2021
Q4 | $2.35M | Sell |
20,050
-438
| -2% | -$51.4K | 0.21% | 77 |
|
2021
Q3 | $2.08M | Sell |
20,488
-306
| -1% | -$31.1K | 0.21% | 77 |
|
2021
Q2 | $2.18M | Buy |
20,794
+259
| +1% | +$27.1K | 0.21% | 81 |
|
2021
Q1 | $2.15M | Buy |
20,535
+153
| +0.8% | +$16K | 0.21% | 80 |
|
2020
Q4 | $1.72M | Sell |
20,382
-1,707
| -8% | -$144K | 0.18% | 90 |
|
2020
Q3 | $1.59M | Buy |
22,089
+1,778
| +9% | +$128K | 0.18% | 79 |
|
2020
Q2 | $1.81M | Buy |
20,311
+458
| +2% | +$40.9K | 0.22% | 68 |
|
2020
Q1 | $1.44M | Sell |
19,853
-452
| -2% | -$32.7K | 0.14% | 71 |
|
2019
Q4 | $2.45M | Buy |
20,305
+293
| +1% | +$35.3K | 0.33% | 49 |
|
2019
Q3 | $2.37M | Sell |
20,012
-327
| -2% | -$38.8K | 0.31% | 43 |
|
2019
Q2 | $2.53M | Buy |
20,339
+631
| +3% | +$78.5K | 0.32% | 39 |
|
2019
Q1 | $2.43M | Sell |
19,708
-598
| -3% | -$73.7K | 0.28% | 41 |
|
2018
Q4 | $2.21M | Sell |
20,306
-1,979
| -9% | -$215K | 0.29% | 41 |
|
2018
Q3 | $2.73M | Buy |
22,285
+1,664
| +8% | +$203K | 0.31% | 40 |
|
2018
Q2 | $2.61M | Buy |
20,621
+386
| +2% | +$48.8K | 0.33% | 34 |
|
2018
Q1 | $2.31M | Buy |
20,235
+255
| +1% | +$29.1K | 0.3% | 37 |
|
2017
Q4 | $2.5M | Buy |
19,980
+302
| +2% | +$37.8K | 0.34% | 33 |
|
2017
Q3 | $2.31M | Sell |
19,678
-369
| -2% | -$43.4K | 0.23% | 36 |
|
2017
Q2 | $2.09M | Buy |
20,047
+515
| +3% | +$53.7K | 0.23% | 39 |
|
2017
Q1 | $2.1M | Sell |
19,532
-2,410
| -11% | -$259K | 0.24% | 37 |
|
2016
Q4 | $2.58M | Buy |
21,942
+2,109
| +11% | +$248K | 0.35% | 24 |
|
2016
Q3 | $2.04M | Buy |
19,833
+2,658
| +15% | +$274K | 0.23% | 37 |
|
2016
Q2 | $1.8M | Sell |
17,175
-508
| -3% | -$53.2K | 0.21% | 39 |
|
2016
Q1 | $1.69M | Buy |
17,683
+1,597
| +10% | +$152K | 0.38% | 45 |
|
2015
Q4 | $1.45M | Sell |
16,086
-2,016
| -11% | -$181K | 0.37% | 48 |
|
2015
Q3 | $1.43M | Buy |
18,102
+1,199
| +7% | +$94.6K | 0.39% | 50 |
|
2015
Q2 | $1.63M | Buy |
16,903
+381
| +2% | +$36.8K | 0.43% | 47 |
|
2015
Q1 | $1.73M | Buy |
16,522
+744
| +5% | +$78.1K | 0.51% | 37 |
|
2014
Q4 | $1.77M | Buy |
15,778
+2,347
| +17% | +$263K | 0.66% | 36 |
|
2014
Q3 | $1.6M | Buy |
13,431
+3,016
| +29% | +$360K | 0.66% | 35 |
|
2014
Q2 | $1.36M | Buy |
10,415
+2,130
| +26% | +$278K | 0.62% | 35 |
|
2014
Q1 | $985K | Buy |
8,285
+1,231
| +17% | +$146K | 0.6% | 42 |
|
2013
Q4 | $881K | Buy |
+7,054
| New | +$881K | 0.69% | 30 |
|