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