Eldridge Investment 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 | $671K | Sell |
4,683
-28
| -0.6% | -$4.01K | 0.14% | 94 |
|
|
2025
Q1 | $788K | Sell |
4,711
-38
| -0.8% | -$6.36K | 0.18% | 87 |
|
|
2024
Q4 | $688K | Sell |
4,749
-49
| -1% | -$7.1K | 0.16% | 93 |
|
|
2024
Q3 | $707K | Buy |
4,798
+98
| +2% | +$14.4K | 0.17% | 91 |
|
|
2024
Q2 | $735K | Buy |
4,700
+11
| +0.2% | +$1.72K | 0.19% | 88 |
|
|
2024
Q1 | $740K | Hold |
4,689
| – | – | 0.19% | 90 |
|
|
2023
Q4 | $699K | Sell |
4,689
-61
| -1% | -$9.09K | 0.18% | 92 |
|
|
2023
Q3 | $801K | Hold |
4,750
| – | – | 0.27% | 73 |
|
|
2023
Q2 | $747K | Buy |
4,750
+264
| +6% | +$41.5K | 0.24% | 71 |
|
|
2023
Q1 | $732K | Hold |
4,486
| – | – | 0.25% | 68 |
|
|
2022
Q4 | $805K | Buy |
4,486
+40
| +0.9% | +$7.18K | 0.28% | 62 |
|
|
2022
Q3 | $639K | Buy |
4,446
+521
| +13% | +$74.9K | 0.25% | 66 |
|
|
2022
Q2 | $568K | Hold |
3,925
| – | – | 0.21% | 67 |
|
|
2022
Q1 | $639K | Hold |
3,925
| – | – | 0.22% | 62 |
|
|
2021
Q4 | $461K | Hold |
3,925
| – | – | 0.15% | 85 |
|
|
2021
Q3 | $398K | Hold |
3,925
| – | – | 0.14% | 83 |
|
|
2021
Q2 | $411K | Hold |
3,925
| – | – | 0.15% | 77 |
|
|
2021
Q1 | $411K | Buy |
3,925
+44
| +1% | +$4.61K | 0.16% | 75 |
|
|
2020
Q4 | $328K | Buy |
3,881
+44
| +1% | +$3.72K | 0.14% | 80 |
|
|
2020
Q3 | $276K | Sell |
3,837
-13
| -0.3% | -$935 | 0.13% | 81 |
|
|
2020
Q2 | $344K | Buy |
3,850
+13
| +0.3% | +$1.16K | 0.17% | 70 |
|
|
2020
Q1 | $278K | Buy |
3,837
+1,129
| +42% | +$81.8K | 0.16% | 70 |
|
|
2019
Q4 | $326K | Sell |
2,708
-763
| -22% | -$91.9K | 0.16% | 73 |
|
|
2019
Q3 | $412K | Buy |
3,471
+535
| +18% | +$63.5K | 0.21% | 62 |
|
|
2019
Q2 | $365K | Sell |
2,936
-120
| -4% | -$14.9K | 0.19% | 59 |
|
|
2019
Q1 | $377K | Buy |
3,056
+500
| +20% | +$61.7K | 0.2% | 58 |
|
|
2018
Q4 | $278K | Sell |
2,556
-147
| -5% | -$16K | 0.17% | 61 |
|
|
2018
Q3 | $330K | Hold |
2,703
| – | – | 0.21% | 49 |
|
|
2018
Q2 | $341K | Sell |
2,703
-94
| -3% | -$11.9K | 0.24% | 46 |
|
|
2018
Q1 | $318K | Buy |
2,797
+717
| +34% | +$81.5K | 0.24% | 46 |
|
|
2017
Q4 | $265K | Buy |
+2,080
| New | +$265K | 0.2% | 46 |
|