Evanson Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
15,859
+172
| +1% | +$24.6K | 0.14% | 77 |
|
|
2025
Q1 | $2.62M | Sell |
15,687
-440
| -3% | -$73.6K | 0.19% | 60 |
|
|
2024
Q4 | $2.34M | Sell |
16,127
-700
| -4% | -$101K | 0.16% | 67 |
|
|
2024
Q3 | $2.48M | Buy |
16,827
+26
| +0.2% | +$3.83K | 0.17% | 64 |
|
|
2024
Q2 | $2.63M | Sell |
16,801
-695
| -4% | -$109K | 0.19% | 57 |
|
|
2024
Q1 | $2.76M | Buy |
17,496
+16
| +0.1% | +$2.52K | 0.21% | 57 |
|
|
2023
Q4 | $2.61M | Buy |
17,480
+244
| +1% | +$36.4K | 0.21% | 51 |
|
|
2023
Q3 | $2.91M | Buy |
17,236
+1,299
| +8% | +$219K | 0.27% | 42 |
|
|
2023
Q2 | $2.51M | Buy |
15,937
+36
| +0.2% | +$5.67K | 0.23% | 50 |
|
|
2023
Q1 | $2.59M | Sell |
15,901
-14
| -0.1% | -$2.28K | 0.26% | 46 |
|
|
2022
Q4 | $2.86M | Sell |
15,915
-1,028
| -6% | -$185K | 0.31% | 38 |
|
|
2022
Q3 | $2.43M | Buy |
16,943
+601
| +4% | +$86.3K | 0.29% | 36 |
|
|
2022
Q2 | $2.37M | Buy |
16,342
+1
| +0% | +$145 | 0.26% | 45 |
|
|
2022
Q1 | $2.66M | Buy |
16,341
+70
| +0.4% | +$11.4K | 0.26% | 45 |
|
|
2021
Q4 | $1.91M | Buy |
16,271
+2,013
| +14% | +$236K | 0.17% | 63 |
|
|
2021
Q3 | $1.48M | Buy |
14,258
+14
| +0.1% | +$1.45K | 0.15% | 77 |
|
|
2021
Q2 | $1.49M | Sell |
14,244
-2,299
| -14% | -$241K | 0.16% | 75 |
|
|
2021
Q1 | $1.73M | Sell |
16,543
-435
| -3% | -$45.6K | 0.26% | 61 |
|
|
2020
Q4 | $1.43M | Sell |
16,978
-3,985
| -19% | -$337K | 0.23% | 64 |
|
|
2020
Q3 | $1.51M | Buy |
20,963
+85
| +0.4% | +$6.12K | 0.27% | 53 |
|
|
2020
Q2 | $1.86M | Sell |
20,878
-5,287
| -20% | -$472K | 0.37% | 42 |
|
|
2020
Q1 | $1.9M | Buy |
26,165
+1,164
| +5% | +$84.3K | 0.45% | 40 |
|
|
2019
Q4 | $3.01M | Sell |
25,001
-396
| -2% | -$47.7K | 0.59% | 28 |
|
|
2019
Q3 | $3.01M | Buy |
25,397
+479
| +2% | +$56.8K | 0.62% | 28 |
|
|
2019
Q2 | $3.1M | Sell |
24,918
-1,267
| -5% | -$158K | 0.63% | 28 |
|
|
2019
Q1 | $3.23M | Buy |
26,185
+45
| +0.2% | +$5.54K | 0.67% | 28 |
|
|
2018
Q4 | $2.84M | Buy |
26,140
+22
| +0.1% | +$2.39K | 0.65% | 28 |
|
|
2018
Q3 | $3.19M | Buy |
26,118
+14,596
| +127% | +$1.78M | 0.65% | 29 |
|
|
2018
Q2 | $1.46M | Sell |
11,522
-135
| -1% | -$17.1K | 0.29% | 58 |
|
|
2018
Q1 | $1.33M | Buy |
11,657
+969
| +9% | +$110K | 0.27% | 62 |
|
|
2017
Q4 | $1.34M | Buy |
10,688
+758
| +8% | +$94.9K | 0.27% | 63 |
|
|
2017
Q3 | $1.17M | Buy |
9,930
+417
| +4% | +$49K | 0.25% | 65 |
|
|
2017
Q2 | $992K | Sell |
9,513
-8
| -0.1% | -$834 | 0.23% | 70 |
|
|
2017
Q1 | $1.02M | Buy |
9,521
+44
| +0.5% | +$4.72K | 0.25% | 68 |
|
|
2016
Q4 | $1.12M | Sell |
9,477
-806
| -8% | -$94.8K | 0.31% | 63 |
|
|
2016
Q3 | $1.06M | Sell |
10,283
-39
| -0.4% | -$4.01K | 0.3% | 61 |
|
|
2016
Q2 | $1.08M | Sell |
10,322
-418
| -4% | -$43.8K | 0.33% | 58 |
|
|
2016
Q1 | $1.03M | Buy |
10,740
+847
| +9% | +$80.8K | 0.35% | 56 |
|
|
2015
Q4 | $890K | Sell |
9,893
-85
| -0.9% | -$7.65K | 0.32% | 64 |
|
|
2015
Q3 | $787K | Sell |
9,978
-1,409
| -12% | -$111K | 0.3% | 73 |
|
|
2015
Q2 | $1.1M | Buy |
11,387
+1,009
| +10% | +$97.1K | 0.38% | 63 |
|
|
2015
Q1 | $1.09M | Buy |
10,378
+414
| +4% | +$43.5K | 0.39% | 59 |
|
|
2014
Q4 | $1.12M | Sell |
9,964
-590
| -6% | -$66.2K | 0.41% | 56 |
|
|
2014
Q3 | $1.26M | Sell |
10,554
-919
| -8% | -$110K | 0.51% | 45 |
|
|
2014
Q2 | $1.5M | Sell |
11,473
-3
| -0% | -$392 | 0.58% | 40 |
|
|
2014
Q1 | $1.37M | Sell |
11,476
-160
| -1% | -$19K | 0.6% | 38 |
|
|
2013
Q4 | $1.45M | Buy |
+11,636
| New | +$1.45M | 0.65% | 40 |
|