Emerald 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 | $1.1M | Buy |
7,673
+1,008
| +15% | +$144K | 0.14% | 40 |
|
|
2025
Q1 | $1.11M | Buy |
6,665
+775
| +13% | +$130K | 0.15% | 35 |
|
|
2024
Q4 | $853K | Sell |
5,890
-794
| -12% | -$115K | 0.12% | 41 |
|
|
2024
Q3 | $1.01M | Sell |
6,684
-559
| -8% | -$84.3K | 0.15% | 35 |
|
|
2024
Q2 | $1.13M | Buy |
7,243
+1,160
| +19% | +$181K | 0.17% | 24 |
|
|
2024
Q1 | $959K | Buy |
6,083
+294
| +5% | +$46.4K | 0.17% | 31 |
|
|
2023
Q4 | $864K | Buy |
5,789
+232
| +4% | +$34.6K | 0.16% | 32 |
|
|
2023
Q3 | $937K | Buy |
5,557
+2,882
| +108% | +$486K | 0.22% | 22 |
|
|
2023
Q2 | $421K | Buy |
2,675
+662
| +33% | +$104K | 0.1% | 56 |
|
|
2023
Q1 | $328K | Sell |
2,013
-9
| -0.4% | -$1.47K | 0.08% | 59 |
|
|
2022
Q4 | $363K | Sell |
2,022
-28
| -1% | -$5.03K | 0.1% | 54 |
|
|
2022
Q3 | $294K | Buy |
2,050
+17
| +0.8% | +$2.44K | 0.09% | 66 |
|
|
2022
Q2 | $294K | Sell |
2,033
-1,220
| -38% | -$176K | 0.08% | 71 |
|
|
2022
Q1 | $530K | Buy |
3,253
+977
| +43% | +$159K | 0.12% | 52 |
|
|
2021
Q4 | $267K | Sell |
2,276
-1,987
| -47% | -$233K | 0.06% | 76 |
|
|
2021
Q3 | $432K | Buy |
4,263
+136
| +3% | +$13.8K | 0.12% | 61 |
|
|
2021
Q2 | $432K | Buy |
4,127
+19
| +0.5% | +$1.99K | 0.13% | 61 |
|
|
2021
Q1 | $431K | Sell |
4,108
-535
| -12% | -$56.1K | 0.16% | 51 |
|
|
2020
Q4 | $392K | Sell |
4,643
-996
| -18% | -$84.1K | 0.14% | 51 |
|
|
2020
Q3 | $406K | Buy |
5,639
+172
| +3% | +$12.4K | 0.16% | 48 |
|
|
2020
Q2 | $488K | Sell |
5,467
-160
| -3% | -$14.3K | 0.22% | 36 |
|
|
2020
Q1 | $537K | Buy |
5,627
+3,329
| +145% | +$318K | 0.24% | 35 |
|
|
2019
Q4 | $254K | Buy |
+2,298
| New | +$254K | 0.24% | 80 |
|