CRA Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
17,186
+3,216
| +23% | +$461K | 0.38% | 54 |
|
|
2025
Q1 | $2.34M | Buy |
13,970
+550
| +4% | +$92K | 0.4% | 52 |
|
|
2024
Q4 | $1.94M | Buy |
13,420
+512
| +4% | +$74.2K | 0.33% | 56 |
|
|
2024
Q3 | $1.9M | Buy |
12,908
+58
| +0.5% | +$8.54K | 0.35% | 52 |
|
|
2024
Q2 | $2.01M | Buy |
12,850
+207
| +2% | +$32.4K | 0.41% | 45 |
|
|
2024
Q1 | $1.99M | Buy |
12,643
+23
| +0.2% | +$3.63K | 0.43% | 45 |
|
|
2023
Q4 | $1.88M | Buy |
12,620
+1,183
| +10% | +$176K | 0.46% | 43 |
|
|
2023
Q3 | $1.93M | Sell |
11,437
-1,039
| -8% | -$175K | 0.53% | 37 |
|
|
2023
Q2 | $1.96M | Buy |
12,476
+60
| +0.5% | +$9.44K | 0.53% | 39 |
|
|
2023
Q1 | $2.03M | Buy |
12,416
+831
| +7% | +$136K | 0.6% | 35 |
|
|
2022
Q4 | $2.08M | Buy |
11,585
+609
| +6% | +$109K | 0.68% | 33 |
|
|
2022
Q3 | $1.58M | Buy |
10,976
+109
| +1% | +$15.7K | 0.57% | 34 |
|
|
2022
Q2 | $1.57M | Buy |
10,867
+212
| +2% | +$30.7K | 0.54% | 33 |
|
|
2022
Q1 | $1.74M | Buy |
10,655
+157
| +1% | +$25.6K | 0.52% | 35 |
|
|
2021
Q4 | $1.23M | Buy |
10,498
+1,889
| +22% | +$222K | 0.37% | 47 |
|
|
2021
Q3 | $873K | Buy |
8,609
+487
| +6% | +$49.4K | 0.3% | 70 |
|
|
2021
Q2 | $851K | Buy |
8,122
+4
| +0% | +$419 | 0.3% | 68 |
|
|
2021
Q1 | $851K | Buy |
8,118
+106
| +1% | +$11.1K | 0.33% | 56 |
|
|
2020
Q4 | $677K | Sell |
8,012
-6,858
| -46% | -$579K | 0.28% | 75 |
|
|
2020
Q3 | $1.07M | Sell |
14,870
-2,233
| -13% | -$161K | 0.51% | 35 |
|
|
2020
Q2 | $1.53M | Buy |
17,103
+29
| +0.2% | +$2.59K | 0.81% | 26 |
|
|
2020
Q1 | $1.24M | Buy |
17,074
+3,733
| +28% | +$270K | 0.79% | 30 |
|
|
2019
Q4 | $1.61M | Buy |
13,341
+907
| +7% | +$109K | 0.88% | 27 |
|
|
2019
Q3 | $1.48M | Buy |
12,434
+284
| +2% | +$33.7K | 0.89% | 29 |
|
|
2019
Q2 | $1.51M | Buy |
12,150
+576
| +5% | +$71.7K | 0.91% | 30 |
|
|
2019
Q1 | $1.43M | Sell |
11,574
-346
| -3% | -$42.6K | 0.93% | 31 |
|
|
2018
Q4 | $1.3M | Buy |
+11,920
| New | +$1.3M | 0.94% | 30 |
|