Childress Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Sell |
7,317
-1,034
| -12% | -$148K | 0.26% | 63 |
|
2025
Q1 | $1.4M | Buy |
8,351
+118
| +1% | +$19.7K | 0.4% | 45 |
|
2024
Q4 | $1.19M | Sell |
8,233
-6,610
| -45% | -$957K | 0.33% | 51 |
|
2024
Q3 | $2.19M | Buy |
14,843
+1,023
| +7% | +$151K | 0.59% | 31 |
|
2024
Q2 | $2.16M | Buy |
13,820
+5,835
| +73% | +$913K | 0.61% | 29 |
|
2024
Q1 | $1.26M | Buy |
7,985
+1,456
| +22% | +$230K | 0.37% | 49 |
|
2023
Q4 | $974K | Sell |
6,529
-126
| -2% | -$18.8K | 0.29% | 57 |
|
2023
Q3 | $1.12M | Buy |
+6,655
| New | +$1.12M | 0.37% | 49 |
|
2023
Q2 | – | Sell |
-2,353
| Closed | -$384K | – | 84 |
|
2023
Q1 | $384K | Sell |
2,353
-4,720
| -67% | -$770K | 0.17% | 57 |
|
2022
Q4 | $1.27M | Sell |
7,073
-241
| -3% | -$43.3K | 0.42% | 43 |
|
2022
Q3 | $1.05M | Buy |
7,314
+57
| +0.8% | +$8.19K | 0.41% | 47 |
|
2022
Q2 | $1.05M | Sell |
7,257
-1,758
| -20% | -$255K | 0.42% | 48 |
|
2022
Q1 | $1.47M | Buy |
9,015
+2,252
| +33% | +$367K | 0.51% | 36 |
|
2021
Q4 | $794K | Sell |
6,763
-1,675
| -20% | -$197K | 0.33% | 58 |
|
2021
Q3 | $856K | Buy |
8,438
+3,081
| +58% | +$313K | 0.35% | 59 |
|
2021
Q2 | $561K | Sell |
5,357
-3,878
| -42% | -$406K | 0.26% | 64 |
|
2021
Q1 | $967K | Buy |
9,235
+6,248
| +209% | +$654K | 0.44% | 44 |
|
2020
Q4 | $247K | Buy |
+2,987
| New | +$247K | 0.14% | 83 |
|