CPIA
Cornell Pochily Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
13,830
+236
| +2% | +$33.8K | 0.65% | 46 |
|
|
2025
Q1 | $2.27M | Buy |
13,594
+591
| +5% | +$98.9K | 0.8% | 37 |
|
|
2024
Q4 | $1.88M | Buy |
13,003
+92
| +0.7% | +$13.3K | 0.66% | 40 |
|
|
2024
Q3 | $1.9M | Sell |
12,911
-470
| -4% | -$69.2K | 0.66% | 39 |
|
|
2024
Q2 | $2.09M | Buy |
13,381
+1,313
| +11% | +$205K | 0.8% | 35 |
|
|
2024
Q1 | $1.9M | Buy |
12,068
+6
| +0% | +$946 | 0.76% | 35 |
|
|
2023
Q4 | $1.8M | Buy |
12,062
+195
| +2% | +$29.1K | 0.75% | 38 |
|
|
2023
Q3 | $2M | Buy |
11,867
+174
| +1% | +$29.3K | 0.87% | 27 |
|
|
2023
Q2 | $1.84M | Buy |
11,693
+30
| +0.3% | +$4.72K | 0.76% | 33 |
|
|
2023
Q1 | $1.9M | Buy |
11,663
+285
| +3% | +$46.5K | 0.82% | 31 |
|
|
2022
Q4 | $2.04M | Buy |
11,378
+6
| +0.1% | +$1.08K | 0.91% | 28 |
|
|
2022
Q3 | $1.63M | Buy |
11,372
+55
| +0.5% | +$7.9K | 0.72% | 34 |
|
|
2022
Q2 | $1.64M | Buy |
11,317
+189
| +2% | +$27.4K | 0.73% | 36 |
|
|
2022
Q1 | $1.81M | Sell |
11,128
-74
| -0.7% | -$12.1K | 0.71% | 39 |
|
|
2021
Q4 | $1.32M | Buy |
11,202
+1,492
| +15% | +$175K | 0.51% | 53 |
|
|
2021
Q3 | $985K | Buy |
9,710
+32
| +0.3% | +$3.25K | 0.43% | 66 |
|
|
2021
Q2 | $1.01M | Buy |
9,678
+1,227
| +15% | +$129K | 0.45% | 64 |
|
|
2021
Q1 | $886K | Sell |
8,451
-408
| -5% | -$42.8K | 0.43% | 67 |
|
|
2020
Q4 | $748K | Sell |
8,859
-619
| -7% | -$52.3K | 0.36% | 72 |
|
|
2020
Q3 | $682K | Buy |
9,478
+7
| +0.1% | +$504 | 0.39% | 71 |
|
|
2020
Q2 | $845K | Buy |
9,471
+678
| +8% | +$60.5K | 0.52% | 52 |
|
|
2020
Q1 | $637K | Sell |
8,793
-147
| -2% | -$10.6K | 0.47% | 59 |
|
|
2019
Q4 | $1.08M | Buy |
8,940
+295
| +3% | +$35.5K | 0.64% | 44 |
|
|
2019
Q3 | $1.03M | Sell |
8,645
-4,737
| -35% | -$562K | 0.66% | 43 |
|
|
2019
Q2 | $1.67K | Buy |
13,382
+5,067
| +61% | +$630 | 0.42% | 32 |
|
|
2019
Q1 | $1.02M | Sell |
8,315
-4,543
| -35% | -$559K | 0.7% | 42 |
|
|
2018
Q4 | $1.4M | Buy |
12,858
+4,673
| +57% | +$508K | 0.91% | 30 |
|
|
2018
Q3 | $1M | Sell |
8,185
-83
| -1% | -$10.1K | 0.68% | 40 |
|
|
2018
Q2 | $1.06M | Sell |
8,268
-2,775
| -25% | -$355K | 0.73% | 38 |
|
|
2018
Q1 | $1.26M | Sell |
11,043
-799
| -7% | -$91.1K | 0.89% | 29 |
|
|
2017
Q4 | $1.48M | Buy |
+11,842
| New | +$1.48M | 0.96% | 26 |
|