Cornerstone Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
5,929
+769
| +15% | +$110K | 0.09% | 102 |
|
|
2025
Q1 | $700K | Buy |
5,160
+100
| +2% | +$13.6K | 0.08% | 119 |
|
|
2024
Q4 | $786K | Buy |
5,060
+1,104
| +28% | +$171K | 0.09% | 105 |
|
|
2024
Q3 | $583K | Sell |
3,956
-74
| -2% | -$10.9K | 0.08% | 118 |
|
|
2024
Q2 | $630K | Sell |
4,030
-2,234
| -36% | -$349K | 0.09% | 110 |
|
|
2024
Q1 | $988K | Buy |
6,264
+1,261
| +25% | +$199K | 0.14% | 85 |
|
|
2023
Q4 | $746K | Buy |
5,003
+767
| +18% | +$114K | 0.12% | 105 |
|
|
2023
Q3 | $714K | Buy |
4,236
+196
| +5% | +$33.1K | 0.13% | 102 |
|
|
2023
Q2 | $636K | Sell |
4,040
-675
| -14% | -$106K | 0.11% | 118 |
|
|
2023
Q1 | $769K | Sell |
4,715
-30
| -0.6% | -$4.9K | 0.14% | 105 |
|
|
2022
Q4 | $852K | Buy |
4,745
+1,262
| +36% | +$227K | 0.17% | 88 |
|
|
2022
Q3 | $501K | Buy |
3,483
+3
| +0.1% | +$432 | 0.11% | 118 |
|
|
2022
Q2 | $504K | Sell |
3,480
-1,909
| -35% | -$276K | 0.12% | 117 |
|
|
2022
Q1 | $878K | Buy |
5,389
+300
| +6% | +$48.9K | 0.13% | 120 |
|
|
2021
Q4 | $597K | Buy |
5,089
+1,900
| +60% | +$223K | 0.09% | 161 |
|
|
2021
Q3 | $324K | Buy |
3,189
+6
| +0.2% | +$610 | 0.05% | 185 |
|
|
2021
Q2 | $333K | Sell |
3,183
-8,022
| -72% | -$839K | 0.06% | 179 |
|
|
2021
Q1 | $1.17M | Sell |
11,205
-3,302
| -23% | -$346K | 0.22% | 84 |
|
|
2020
Q4 | $1.23M | Buy |
14,507
+1,965
| +16% | +$166K | 0.25% | 74 |
|
|
2020
Q3 | $903K | Buy |
12,542
+9,299
| +287% | +$670K | 0.21% | 91 |
|
|
2020
Q2 | $289K | Sell |
3,243
-84
| -3% | -$7.49K | 0.08% | 142 |
|
|
2020
Q1 | $241K | Buy |
3,327
+17
| +0.5% | +$1.23K | 0.07% | 136 |
|
|
2019
Q4 | $399K | Sell |
3,310
-176
| -5% | -$21.2K | 0.08% | 126 |
|
|
2019
Q3 | $414K | Buy |
3,486
+255
| +8% | +$30.3K | 0.09% | 119 |
|
|
2019
Q2 | $402K | Buy |
3,231
+149
| +5% | +$18.5K | 0.09% | 116 |
|
|
2019
Q1 | $380K | Buy |
3,082
+206
| +7% | +$25.4K | 0.08% | 121 |
|
|
2018
Q4 | $313K | Sell |
2,876
-44
| -2% | -$4.79K | 0.08% | 121 |
|
|
2018
Q3 | $357K | Sell |
2,920
-1
| -0% | -$122 | 0.11% | 114 |
|
|
2018
Q2 | $369K | Sell |
2,921
-227
| -7% | -$28.7K | 0.12% | 107 |
|
|
2018
Q1 | $359K | Sell |
3,148
-37
| -1% | -$4.22K | 0.13% | 108 |
|
|
2017
Q4 | $399K | Sell |
3,185
-52
| -2% | -$6.51K | 0.14% | 105 |
|
|
2017
Q3 | $380K | Buy |
3,237
+527
| +19% | +$61.9K | 0.13% | 108 |
|
|
2017
Q2 | $283K | Sell |
2,710
-826
| -23% | -$86.3K | 0.09% | 117 |
|
|
2017
Q1 | $380K | Sell |
3,536
-281
| -7% | -$30.2K | 0.19% | 75 |
|
|
2016
Q4 | $449K | Sell |
3,817
-9
| -0.2% | -$1.06K | 0.34% | 47 |
|
|
2016
Q3 | $394K | Sell |
3,826
-8
| -0.2% | -$824 | 0.32% | 49 |
|
|
2016
Q2 | $402K | Sell |
3,834
-283
| -7% | -$29.7K | 0.34% | 51 |
|
|
2016
Q1 | $393K | Hold |
4,117
| – | – | 0.34% | 52 |
|
|
2015
Q4 | $370K | Buy |
+4,117
| New | +$370K | 0.32% | 50 |
|