Denali Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
5,701
-1,200
| -17% | -$172K | 0.09% | 190 |
|
|
2025
Q1 | $1.15M | Buy |
6,901
+100
| +1% | +$16.7K | 0.13% | 161 |
|
|
2024
Q4 | $985K | Sell |
6,801
-500
| -7% | -$72.4K | 0.1% | 176 |
|
|
2024
Q3 | $1.08M | Buy |
7,301
+1,301
| +22% | +$192K | 0.12% | 167 |
|
|
2024
Q2 | $939K | Sell |
6,000
-100
| -2% | -$15.6K | 0.26% | 90 |
|
|
2024
Q1 | $962K | Buy |
6,100
+4,400
| +259% | +$694K | 0.28% | 82 |
|
|
2023
Q4 | $254K | Buy |
+1,700
| New | +$254K | 0.08% | 205 |
|
|
2016
Q3 | – | Sell |
-11,600
| Closed | -$1.22M | – | 291 |
|
|
2016
Q2 | $1.22M | Sell |
11,600
-94,900
| -89% | -$9.95M | 0.21% | 91 |
|
|
2016
Q1 | $10.2M | Sell |
106,500
-200
| -0.2% | -$19.1K | 2.22% | 10 |
|
|
2015
Q4 | $9.6M | Hold |
106,700
| – | – | 2.15% | 9 |
|
|
2015
Q3 | $8.42M | Buy |
106,700
+200
| +0.2% | +$15.8K | 1.94% | 12 |
|
|
2015
Q2 | $10.3M | Buy |
106,500
+28,700
| +37% | +$2.77M | 2.23% | 8 |
|
|
2015
Q1 | $8.17M | Buy |
77,800
+33,900
| +77% | +$3.56M | 1.87% | 13 |
|
|
2014
Q4 | $4.93M | Buy |
43,900
+6,900
| +19% | +$774K | 1.39% | 21 |
|
|
2014
Q3 | $4.42M | Buy |
37,000
+700
| +2% | +$83.5K | 1.27% | 27 |
|
|
2014
Q2 | $4.74M | Sell |
36,300
-700
| -2% | -$91.4K | 1.3% | 25 |
|
|
2014
Q1 | $4.4M | Buy |
37,000
+8,000
| +28% | +$951K | 1.27% | 24 |
|
|
2013
Q4 | $3.62M | Buy |
29,000
+900
| +3% | +$112K | 1.14% | 34 |
|
|
2013
Q3 | $3.41M | Hold |
28,100
| – | – | 1.18% | 30 |
|
|
2013
Q2 | $3.33M | Buy |
+28,100
| New | +$3.33M | 1.24% | 26 |
|