Cooper/Haims 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 | $881K | Buy |
6,154
+47
| +0.8% | +$6.73K | 0.43% | 27 |
|
|
2025
Q1 | $1.02M | Sell |
6,107
-5
| -0.1% | -$837 | 0.55% | 25 |
|
|
2024
Q4 | $885K | Buy |
6,112
+1
| +0% | +$145 | 0.5% | 24 |
|
|
2024
Q3 | $900K | Sell |
6,111
-203
| -3% | -$29.9K | 0.49% | 24 |
|
|
2024
Q2 | $988K | Sell |
6,314
-103
| -2% | -$16.1K | 0.55% | 24 |
|
|
2024
Q1 | $1.01M | Buy |
6,417
+111
| +2% | +$17.5K | 0.59% | 24 |
|
|
2023
Q4 | $941K | Sell |
6,306
-63
| -1% | -$9.4K | 0.53% | 24 |
|
|
2023
Q3 | $1.07M | Buy |
6,369
+267
| +4% | +$45K | 0.84% | 18 |
|
|
2023
Q2 | $960K | Sell |
6,102
-117
| -2% | -$18.4K | 0.74% | 20 |
|
|
2023
Q1 | $1.01M | Sell |
6,219
-348
| -5% | -$56.8K | 0.81% | 19 |
|
|
2022
Q4 | $1.18M | Buy |
6,567
+202
| +3% | +$36.3K | 0.84% | 19 |
|
|
2022
Q3 | $915K | Sell |
6,365
-124
| -2% | -$17.8K | 0.76% | 20 |
|
|
2022
Q2 | $939K | Buy |
6,489
+51
| +0.8% | +$7.38K | 0.62% | 23 |
|
|
2022
Q1 | $1.05M | Sell |
6,438
-100
| -2% | -$16.3K | 0.68% | 22 |
|
|
2021
Q4 | $767K | Sell |
6,538
-99
| -1% | -$11.6K | 0.47% | 30 |
|
|
2021
Q3 | $673K | Sell |
6,637
-136
| -2% | -$13.8K | 0.41% | 32 |
|
|
2021
Q2 | $709K | Sell |
6,773
-42
| -0.6% | -$4.4K | 0.47% | 29 |
|
|
2021
Q1 | $714K | Sell |
6,815
-59
| -0.9% | -$6.18K | 0.51% | 26 |
|
|
2020
Q4 | $580K | Sell |
6,874
-224
| -3% | -$18.9K | 0.44% | 24 |
|
|
2020
Q3 | $511K | Sell |
7,098
-11
| -0.2% | -$792 | 0.42% | 23 |
|
|
2020
Q2 | $634K | Sell |
7,109
-158
| -2% | -$14.1K | 0.51% | 19 |
|
|
2020
Q1 | $527K | Sell |
7,267
-93
| -1% | -$6.74K | 0.46% | 18 |
|
|
2019
Q4 | $887K | Buy |
7,360
+232
| +3% | +$28K | 0.49% | 16 |
|
|
2019
Q3 | $845K | Hold |
7,128
| – | – | 0.52% | 15 |
|
|
2019
Q2 | $887K | Buy |
7,128
+31
| +0.4% | +$3.86K | 0.55% | 13 |
|
|
2019
Q1 | $874K | Sell |
7,097
-173
| -2% | -$21.3K | 0.56% | 15 |
|
|
2018
Q4 | $791K | Sell |
7,270
-4
| -0.1% | -$435 | 0.55% | 15 |
|
|
2018
Q3 | $889K | Buy |
7,274
+4
| +0.1% | +$489 | 0.61% | 15 |
|
|
2018
Q2 | $919K | Sell |
7,270
-614
| -8% | -$77.6K | 0.68% | 12 |
|
|
2018
Q1 | $899K | Buy |
7,884
+88
| +1% | +$10K | 0.79% | 11 |
|
|
2017
Q4 | $976K | Buy |
+7,796
| New | +$976K | 0.9% | 11 |
|