Creative Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.9M | Sell |
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|
2025
Q1 | $109M | Buy |
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|
2024
Q4 | $89.1M | Buy |
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|
2024
Q3 | $80.4M | Sell |
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|
2024
Q2 | $89.1M | Buy |
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|
2024
Q1 | $88.2M | Buy |
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|
2023
Q4 | $78.9M | Sell |
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|
2023
Q3 | $90.2M | Buy |
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|
2023
Q2 | $79.1M | Sell |
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|
2023
Q1 | $84M | Buy |
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|
2022
Q4 | $92.1M | Buy |
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|
2022
Q3 | $70.6M | Sell |
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|
2022
Q2 | $74.2M | Buy |
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|
2022
Q1 | $65.8M | Buy |
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|
2021
Q4 | $45.2M | Sell |
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|
2021
Q3 | $40.1M | Sell |
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|
2021
Q2 | $42.5M | Buy |
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|
2021
Q1 | $37.6M | Sell |
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|
2020
Q4 | $30.9M | Buy |
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|
2020
Q3 | $24.8M | Buy |
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|
2020
Q2 | $30M | Buy |
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|
2020
Q1 | $23.4M | Sell |
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|
2019
Q4 | $39M | Sell |
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|
2019
Q3 | $39M | Buy |
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|
2019
Q2 | $37.8M | Sell |
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|
2019
Q1 | $37.5M | Sell |
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|
2018
Q4 | $33.3M | Buy |
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|
2018
Q3 | $35.7M | Buy |
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|
2018
Q2 | $33.8M | Sell |
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|
2018
Q1 | $31M | Sell |
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|
2017
Q4 | $34.7M | Buy |
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|
2017
Q3 | $31.1M | Buy |
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|
2017
Q2 | $26.1M | Buy |
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|
2017
Q1 | $26.3M | Buy |
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|
2016
Q4 | $27M | Buy |
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|
2016
Q3 | $23.3M | Buy |
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|
2016
Q2 | $22M | Buy |
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|
2016
Q1 | $19.1M | Buy |
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|
2015
Q4 | $16.4M | Sell |
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|
2015
Q3 | $14.7M | Buy |
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|
2015
Q2 | $17.2M | Buy |
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|
2015
Q1 | $17.1M | Sell |
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|
2014
Q4 | $19.6M | Buy |
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|
2014
Q3 | $19.6M | Buy |
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|
2014
Q2 | $17.1M | Buy |
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|
2014
Q1 | $14M | Sell |
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|
2013
Q4 | $15M | Buy |
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|
2013
Q3 | $12.5M | Buy |
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|
2013
Q2 | $10.4M | Buy |
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