CA
Claro Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
5,292
-4,359
| -45% | -$624K | 0.13% | 154 |
|
|
2025
Q1 | $1.61M | Sell |
9,651
-64
| -0.7% | -$10.7K | 0.22% | 87 |
|
|
2024
Q4 | $1.41M | Sell |
9,715
-1,425
| -13% | -$206K | 0.19% | 98 |
|
|
2024
Q3 | $1.64M | Sell |
11,140
-207
| -2% | -$30.5K | 0.21% | 94 |
|
|
2024
Q2 | $1.77M | Buy |
11,347
+1,015
| +10% | +$159K | 0.28% | 69 |
|
|
2024
Q1 | $1.63M | Buy |
10,332
+1,855
| +22% | +$293K | 0.28% | 72 |
|
|
2023
Q4 | $1.26M | Sell |
8,477
-1,476
| -15% | -$220K | 0.27% | 77 |
|
|
2023
Q3 | $1.68M | Buy |
9,953
+818
| +9% | +$138K | 0.42% | 48 |
|
|
2023
Q2 | $1.44M | Buy |
9,135
+582
| +7% | +$91.6K | 0.36% | 58 |
|
|
2023
Q1 | $1.4M | Buy |
8,553
+180
| +2% | +$29.4K | 0.41% | 52 |
|
|
2022
Q4 | $1.5M | Buy |
8,373
+1,281
| +18% | +$230K | 0.49% | 48 |
|
|
2022
Q3 | $1.03M | Hold |
7,092
| – | – | 0.41% | 58 |
|
|
2022
Q2 | $1.03M | Buy |
7,092
+140
| +2% | +$20.3K | 0.41% | 58 |
|
|
2022
Q1 | $816K | Hold |
6,952
| – | – | 0.29% | 88 |
|
|
2021
Q4 | $816K | Buy |
6,952
+298
| +4% | +$35K | 0.29% | 88 |
|
|
2021
Q3 | $675K | Buy |
6,654
+407
| +7% | +$41.3K | 0.28% | 94 |
|
|
2021
Q2 | $654K | Buy |
6,247
+161
| +3% | +$16.9K | 0.29% | 92 |
|
|
2021
Q1 | $638K | Buy |
6,086
+246
| +4% | +$25.8K | 0.32% | 84 |
|
|
2020
Q4 | $493K | Sell |
5,840
-3,569
| -38% | -$301K | 0.26% | 111 |
|
|
2020
Q3 | $677K | Sell |
9,409
-210
| -2% | -$15.1K | 0.43% | 67 |
|
|
2020
Q2 | $858K | Buy |
9,619
+83
| +0.9% | +$7.4K | 0.59% | 37 |
|
|
2020
Q1 | $691K | Buy |
9,536
+465
| +5% | +$33.7K | 0.64% | 40 |
|
|
2019
Q4 | $1.09M | Buy |
9,071
+32
| +0.4% | +$3.86K | 0.84% | 30 |
|
|
2019
Q3 | $1.07M | Buy |
9,039
+98
| +1% | +$11.6K | 0.95% | 29 |
|
|
2019
Q2 | $1.11M | Buy |
8,941
+94
| +1% | +$11.7K | 1.03% | 25 |
|
|
2019
Q1 | $1.09M | Sell |
8,847
-5
| -0.1% | -$616 | 1.08% | 25 |
|
|
2018
Q4 | $1.08M | Buy |
+8,852
| New | +$1.08M | 0.87% | 21 |
|