Equitable Holdings’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
76,054
+5,012
| +7% | +$718K | 0.09% | 191 |
|
|
2025
Q1 | $11.9M | Buy |
71,042
+5,445
| +8% | +$911K | 0.11% | 160 |
|
|
2024
Q4 | $9.5M | Sell |
65,597
-9,719
| -13% | -$1.41M | 0.09% | 184 |
|
|
2024
Q3 | $11.1M | Sell |
75,316
-1,828
| -2% | -$269K | 0.11% | 161 |
|
|
2024
Q2 | $12.1M | Buy |
77,144
+9,974
| +15% | +$1.56M | 0.13% | 136 |
|
|
2024
Q1 | $10.6M | Buy |
67,170
+7,277
| +12% | +$1.15M | 0.12% | 145 |
|
|
2023
Q4 | $8.93M | Buy |
59,893
+5,648
| +10% | +$842K | 0.11% | 150 |
|
|
2023
Q3 | $9.15M | Buy |
54,245
+5,524
| +11% | +$931K | 0.13% | 134 |
|
|
2023
Q2 | $7.67M | Buy |
48,721
+15,855
| +48% | +$2.49M | 0.11% | 140 |
|
|
2023
Q1 | $5.36M | Buy |
32,866
+4,453
| +16% | +$727K | 0.09% | 166 |
|
|
2022
Q4 | $5.1M | Sell |
28,413
-5,456
| -16% | -$979K | 0.09% | 161 |
|
|
2022
Q3 | $4.87M | Buy |
33,869
+2,079
| +7% | +$299K | 0.1% | 157 |
|
|
2022
Q2 | $4.6M | Sell |
31,790
-591
| -2% | -$85.6K | 0.09% | 154 |
|
|
2022
Q1 | $5.27M | Sell |
32,381
-8,721
| -21% | -$1.42M | 0.09% | 149 |
|
|
2021
Q4 | $4.82M | Buy |
41,102
+12,402
| +43% | +$1.46M | 0.08% | 165 |
|
|
2021
Q3 | $2.91M | Buy |
28,700
+690
| +2% | +$70K | 0.05% | 214 |
|
|
2021
Q2 | $2.93M | Buy |
28,010
+5,006
| +22% | +$524K | 0.05% | 201 |
|
|
2021
Q1 | $2.41M | Buy |
23,004
+6,559
| +40% | +$687K | 0.05% | 216 |
|
|
2020
Q4 | $1.39M | Buy |
16,445
+2,657
| +19% | +$224K | 0.03% | 271 |
|
|
2020
Q3 | $993K | Sell |
13,788
-304
| -2% | -$21.9K | 0.03% | 304 |
|
|
2020
Q2 | $1.26M | Buy |
14,092
+2,798
| +25% | +$250K | 0.04% | 271 |
|
|
2020
Q1 | $818K | Sell |
11,294
-4,835
| -30% | -$350K | 0.03% | 289 |
|
|
2019
Q4 | $1.94M | Buy |
+16,129
| New | +$1.94M | 0.06% | 196 |
|