CCIA
Cherry Creek Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
4,104
-326
| -7% | -$46.7K | 0.28% | 60 |
|
|
2025
Q1 | $741K | Buy |
4,430
+95
| +2% | +$15.9K | 0.39% | 48 |
|
|
2024
Q4 | $628K | Sell |
4,335
-109
| -2% | -$15.8K | 0.31% | 49 |
|
|
2024
Q3 | $654K | Buy |
4,444
+44
| +1% | +$6.48K | 0.34% | 43 |
|
|
2024
Q2 | $688K | Sell |
4,400
-306
| -7% | -$47.9K | 0.36% | 46 |
|
|
2024
Q1 | $742K | Buy |
4,706
+43
| +0.9% | +$6.78K | 0.4% | 43 |
|
|
2023
Q4 | $696K | Buy |
4,663
+151
| +3% | +$22.5K | 0.42% | 44 |
|
|
2023
Q3 | $761K | Buy |
4,512
+243
| +6% | +$41K | 0.52% | 38 |
|
|
2023
Q2 | $672K | Buy |
4,269
+118
| +3% | +$18.6K | 0.45% | 41 |
|
|
2023
Q1 | $677K | Sell |
4,151
-33
| -0.8% | -$5.39K | 0.5% | 39 |
|
|
2022
Q4 | $751K | Buy |
4,184
+108
| +3% | +$19.4K | 0.58% | 38 |
|
|
2022
Q3 | $586K | Buy |
4,076
+926
| +29% | +$133K | 0.49% | 44 |
|
|
2022
Q2 | $456K | Buy |
3,150
+24
| +0.8% | +$3.47K | 0.37% | 52 |
|
|
2022
Q1 | $509K | Sell |
3,126
-467
| -13% | -$76K | 0.34% | 58 |
|
|
2021
Q4 | $422K | Buy |
3,593
+122
| +4% | +$14.3K | 0.26% | 62 |
|
|
2021
Q3 | $352K | Buy |
3,471
+942
| +37% | +$95.5K | 0.23% | 74 |
|
|
2021
Q2 | $265K | Buy |
+2,529
| New | +$265K | 0.17% | 89 |
|