D'Orazio & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
4,907
+27
| +0.6% | +$4.92K | 0.13% | 60 |
|
|
2025
Q4 | $744K | Buy |
4,880
+262
| +6% | +$39.9K | 0.1% | 78 |
|
|
2025
Q3 | $717K | Buy |
4,618
+254
| +6% | +$39.3K | 0.09% | 77 |
|
|
2025
Q2 | $625K | Sell |
4,364
-1,776
| -29% | -$250K | 0.09% | 84 |
|
|
2025
Q1 | $1.03M | Buy |
6,140
+441
| +8% | +$69K | 0.16% | 59 |
|
|
2024
Q4 | $825K | Buy |
5,699
+381
| +7% | +$58.3K | 0.12% | 62 |
|
|
2024
Q3 | $783K | Sell |
5,318
-273
| -5% | -$40.6K | 0.11% | 67 |
|
|
2024
Q2 | $875K | Sell |
5,591
-46
| -0.8% | -$7.33K | 0.13% | 55 |
|
|
2024
Q1 | $889K | Sell |
5,637
-228
| -4% | -$34.4K | 0.14% | 57 |
|
|
2023
Q4 | $875K | Sell |
5,865
-913
| -13% | -$138K | 0.16% | 52 |
|
|
2023
Q3 | $1.14M | Buy |
6,778
+638
| +10% | +$103K | 0.26% | 40 |
|
|
2023
Q2 | $966K | Buy |
6,140
+691
| +13% | +$111K | 0.23% | 42 |
|
|
2023
Q1 | $889K | Sell |
5,449
-327
| -6% | -$54.8K | 0.23% | 34 |
|
|
2022
Q4 | $1.04M | Buy |
5,776
+92
| +2% | +$16.1K | 0.25% | 34 |
|
|
2022
Q3 | $817K | Buy |
5,684
+383
| +7% | +$58.4K | 0.24% | 32 |
|
|
2022
Q2 | $767K | Buy |
5,301
+215
| +4% | +$35.5K | 0.2% | 39 |
|
|
2022
Q1 | $828K | Buy |
5,086
+206
| +4% | +$29.5K | 0.2% | 34 |
|
|
2021
Q4 | $573K | Buy |
4,880
+103
| +2% | +$11.7K | 0.13% | 47 |
|
|
2021
Q3 | $485K | Buy |
4,777
+400
| +9% | +$39.9K | 0.12% | 48 |
|
|
2021
Q2 | $458K | Buy |
4,377
+1,735
| +66% | +$183K | 0.12% | 49 |
|
|
2021
Q1 | $277K | Hold |
2,642
| – | – | 0.08% | 66 |
|
|
2020
Q4 | $223K | Hold |
2,642
| – | – | 0.07% | 68 |
|
|
2020
Q3 | $190K | Sell |
2,642
-337
| -11% | -$28.3K | 0.08% | 72 |
|
|
2020
Q2 | $266K | Sell |
2,979
-50
| -2% | -$4.48K | 0.12% | 51 |
|
|
2020
Q1 | $219K | Hold |
3,029
| – | – | 0.11% | 53 |
|
|
2019
Q4 | $365K | Sell |
3,029
-192
| -6% | -$22.6K | 0.11% | 45 |
|
|
2019
Q3 | $382K | Buy |
3,221
+242
| +8% | +$29.4K | 0.12% | 41 |
|
|
2019
Q2 | $371K | Sell |
2,979
-20
| -0.7% | -$2.42K | 0.11% | 41 |
|
|
2019
Q1 | $369K | Buy |
2,999
+20
| +0.7% | +$2.37K | 0.11% | 40 |
|
|
2018
Q4 | $324K | Hold |
2,979
| – | – | 0.11% | 35 |
|
|
2018
Q3 | $364K | Hold |
2,979
| – | – | 0.13% | 38 |
|
|
2018
Q2 | $377K | Hold |
2,979
| – | – | 0.14% | 34 |
|
|
2018
Q1 | $340K | Sell |
2,979
-116
| -4% | -$13.9K | 0.13% | 34 |
|
|
2017
Q4 | $387K | Buy |
3,095
+65
| +2% | +$7.71K | 0.14% | 33 |
|
|
2017
Q3 | $356K | Buy |
3,030
+193
| +7% | +$21.1K | 0.13% | 31 |
|
|
2017
Q2 | $296K | Buy |
2,837
+1
| +0% | +$106 | 0.12% | 35 |
|
|
2017
Q1 | $304K | Sell |
2,836
-338
| -11% | -$37.9K | 0.12% | 32 |
|
|
2016
Q4 | $374K | Buy |
3,174
+2
| +0.1% | +$218 | 0.15% | 26 |
|
|
2016
Q3 | $326K | Sell |
3,172
-225
| -7% | -$23K | 0.13% | 30 |
|
|
2016
Q2 | $356K | Buy |
3,397
+101
| +3% | +$10.2K | 0.14% | 29 |
|
|
2016
Q1 | $314K | Sell |
3,296
-1
| -0% | -$87 | 0.13% | 32 |
|
|
2015
Q4 | $297K | Buy |
3,297
+89
| +3% | +$8.03K | 0.15% | 26 |
|
|
2015
Q3 | $285K | Buy |
3,208
+69
| +2% | +$5.81K | 0.14% | 28 |
|
|
2015
Q2 | $303K | Buy |
3,139
+458
| +17% | +$48.1K | 0.2% | 27 |
|
|
2015
Q1 | $281K | Buy |
2,681
+522
| +24% | +$55.7K | 0.22% | 28 |
|
|
2014
Q4 | $242K | Hold |
2,159
| – | – | 0.16% | 30 |
|
|
2014
Q3 | $258K | Hold |
2,159
| – | – | 0.19% | 26 |
|
|
2014
Q2 | $282K | Hold |
2,159
| – | – | 0.21% | 23 |
|
|
2014
Q1 | $257K | Hold |
2,159
| – | – | 0.2% | 22 |
|
|
2013
Q4 | $211K | Buy |
+2,159
| New | +$261K | 0.18% | 26 |
|
Other funds holding CVX
VCM
VPM
