CX Institutional’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
52,528
+2,852
| +6% | +$408K | 0.26% | 78 |
|
|
2025
Q1 | $8.31M | Sell |
49,676
-7,681
| -13% | -$1.28M | 0.31% | 73 |
|
|
2024
Q4 | $8.31M | Buy |
57,357
+11,176
| +24% | +$1.62M | 0.33% | 69 |
|
|
2024
Q3 | $6.8M | Buy |
46,181
+22,735
| +97% | +$3.35M | 0.3% | 87 |
|
|
2024
Q2 | $3.67M | Sell |
23,446
-333
| -1% | -$52.1K | 0.17% | 137 |
|
|
2024
Q1 | $3.75M | Buy |
23,779
+8,948
| +60% | +$1.41M | 0.18% | 137 |
|
|
2023
Q4 | $2.21M | Sell |
14,831
-80
| -0.5% | -$11.9K | 0.12% | 187 |
|
|
2023
Q3 | $2.51M | Buy |
14,911
+848
| +6% | +$143K | 0.14% | 179 |
|
|
2023
Q2 | $2.21M | Sell |
14,063
-1,147
| -8% | -$180K | 0.11% | 206 |
|
|
2023
Q1 | $2.58M | Sell |
15,210
-67
| -0.4% | -$11.3K | 0.14% | 194 |
|
|
2022
Q4 | $2.74M | Buy |
15,277
+687
| +5% | +$123K | 0.17% | 168 |
|
|
2022
Q3 | $2.1M | Sell |
14,590
-56
| -0.4% | -$8.05K | 0.15% | 172 |
|
|
2022
Q2 | $2.12M | Buy |
14,646
+95
| +0.7% | +$13.8K | 0.16% | 161 |
|
|
2022
Q1 | $2.37M | Sell |
14,551
-9,834
| -40% | -$1.6M | 0.19% | 136 |
|
|
2021
Q4 | $2.86M | Buy |
24,385
+729
| +3% | +$85.6K | 0.23% | 132 |
|
|
2021
Q3 | $2.4M | Buy |
23,656
+358
| +2% | +$36.3K | 0.2% | 122 |
|
|
2021
Q2 | $2.44M | Buy |
23,298
+804
| +4% | +$84.2K | 0.2% | 121 |
|
|
2021
Q1 | $2.36M | Buy |
22,494
+12,214
| +119% | +$1.28M | 0.21% | 118 |
|
|
2020
Q4 | $868K | Sell |
10,280
-2,396
| -19% | -$202K | 0.08% | 199 |
|
|
2020
Q3 | $913K | Buy |
12,676
+2,712
| +27% | +$195K | 0.1% | 174 |
|
|
2020
Q2 | $889K | Buy |
9,964
+612
| +7% | +$54.6K | 0.12% | 154 |
|
|
2020
Q1 | $678K | Sell |
9,352
-11,894
| -56% | -$862K | 0.11% | 149 |
|
|
2019
Q4 | $2.56M | Buy |
21,246
+12,165
| +134% | +$1.47M | 0.45% | 56 |
|
|
2019
Q3 | $1.08M | Buy |
+9,081
| New | +$1.08M | 0.17% | 122 |
|
|
2019
Q2 | – | Sell |
-10,004
| Closed | -$1.23M | – | 956 |
|
|
2019
Q1 | $1.23M | Sell |
10,004
-10,861
| -52% | -$1.34M | 0.22% | 116 |
|
|
2018
Q4 | $2.27M | Buy |
20,865
+20,799
| +31,514% | +$2.26M | 0.48% | 47 |
|
|
2018
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 236 |
|