FDx 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 | $498K | Sell |
3,479
-121
| -3% | -$17.3K | 0.15% | 93 |
|
|
2025
Q1 | $602K | Sell |
3,600
-513
| -12% | -$85.8K | 0.2% | 78 |
|
|
2024
Q4 | $596K | Buy |
4,113
+174
| +4% | +$25.2K | 0.17% | 86 |
|
|
2024
Q3 | $580K | Buy |
3,939
+129
| +3% | +$19K | 0.16% | 91 |
|
|
2024
Q2 | $596K | Sell |
3,810
-18,731
| -83% | -$2.93M | 0.16% | 86 |
|
|
2024
Q1 | $3.56M | Sell |
22,541
-6,934
| -24% | -$1.09M | 0.54% | 55 |
|
|
2023
Q4 | $4.4M | Sell |
29,475
-6,910
| -19% | -$1.03M | 0.34% | 69 |
|
|
2023
Q3 | $6.14M | Sell |
36,385
-13,172
| -27% | -$2.22M | 0.51% | 44 |
|
|
2023
Q2 | $7.8M | Sell |
49,557
-35,967
| -42% | -$5.66M | 0.43% | 58 |
|
|
2023
Q1 | $15.4M | Hold |
85,524
| – | – | 0.67% | 34 |
|
|
2022
Q4 | $15.4M | Buy |
85,524
+3,993
| +5% | +$717K | 0.67% | 34 |
|
|
2022
Q3 | $11.7M | Buy |
81,531
+1,975
| +2% | +$284K | 0.53% | 44 |
|
|
2022
Q2 | $11.5M | Sell |
79,556
-5,286
| -6% | -$765K | 0.43% | 51 |
|
|
2022
Q1 | $13.8M | Sell |
84,842
-36,659
| -30% | -$5.97M | 0.47% | 45 |
|
|
2021
Q4 | $14.3M | Buy |
121,501
+5,180
| +4% | +$608K | 0.39% | 55 |
|
|
2021
Q3 | $11.8M | Buy |
116,321
+8,460
| +8% | +$858K | 0.38% | 55 |
|
|
2021
Q2 | $11.3M | Buy |
107,861
+5,837
| +6% | +$611K | 0.38% | 55 |
|
|
2021
Q1 | $10.7M | Buy |
102,024
+9,060
| +10% | +$949K | 0.4% | 52 |
|
|
2020
Q4 | $7.85M | Buy |
92,964
+2,979
| +3% | +$252K | 0.32% | 76 |
|
|
2020
Q3 | $6.48M | Buy |
89,985
+8,140
| +10% | +$586K | 0.3% | 77 |
|
|
2020
Q2 | $7.3M | Buy |
81,845
+9,760
| +14% | +$871K | 0.38% | 59 |
|
|
2020
Q1 | $5.22M | Buy |
72,085
+12,457
| +21% | +$903K | 0.34% | 73 |
|
|
2019
Q4 | $7.19M | Buy |
59,628
+8,677
| +17% | +$1.05M | 0.4% | 61 |
|
|
2019
Q3 | $6.04M | Sell |
50,951
-16,232
| -24% | -$1.93M | 0.42% | 62 |
|
|
2019
Q2 | $8.36M | Buy |
67,183
+242
| +0.4% | +$30.1K | 0.33% | 69 |
|
|
2019
Q1 | $8.25M | Buy |
66,941
+22,003
| +49% | +$2.71M | 0.33% | 64 |
|
|
2018
Q4 | $4.89M | Sell |
44,938
-25,476
| -36% | -$2.77M | 0.4% | 45 |
|
|
2018
Q3 | $8.61M | Sell |
70,414
-2,300
| -3% | -$281K | 0.32% | 59 |
|
|
2018
Q2 | $9.19M | Sell |
72,714
-38,145
| -34% | -$4.82M | 0.33% | 59 |
|
|
2018
Q1 | $12.6M | Sell |
110,859
-20,164
| -15% | -$2.3M | 0.38% | 50 |
|
|
2017
Q4 | $16.4M | Sell |
131,023
-43,167
| -25% | -$5.4M | 0.45% | 38 |
|
|
2017
Q3 | $20.5M | Buy |
174,190
+15,050
| +9% | +$1.77M | 0.56% | 30 |
|
|
2017
Q2 | $16.6M | Sell |
159,140
-932
| -0.6% | -$97.2K | 0.49% | 34 |
|
|
2017
Q1 | $17.2M | Buy |
160,072
+4,637
| +3% | +$498K | 0.53% | 33 |
|
|
2016
Q4 | $18.3M | Buy |
155,435
+51,258
| +49% | +$6.03M | 0.53% | 31 |
|
|
2016
Q3 | $10.7M | Buy |
104,177
+24,891
| +31% | +$2.56M | 0.45% | 39 |
|
|
2016
Q2 | $8.31M | Sell |
79,286
-1,074
| -1% | -$113K | 0.38% | 52 |
|
|
2016
Q1 | $7.67M | Buy |
80,360
+8,913
| +12% | +$850K | 0.35% | 63 |
|
|
2015
Q4 | $6.43M | Buy |
71,447
+29,753
| +71% | +$2.68M | 0.29% | 70 |
|
|
2015
Q3 | $3.29M | Sell |
41,694
-11,818
| -22% | -$932K | 0.28% | 65 |
|
|
2015
Q2 | $5.36M | Sell |
53,512
-88
| -0.2% | -$8.81K | 0.27% | 71 |
|
|
2015
Q1 | $5.63M | Buy |
53,600
+12,205
| +29% | +$1.28M | 0.12% | 150 |
|
|
2014
Q4 | $4.64M | Sell |
41,395
-206
| -0.5% | -$23.1K | 0.28% | 63 |
|
|
2014
Q3 | $4.96M | Sell |
41,601
-2,262
| -5% | -$270K | 0.32% | 52 |
|
|
2014
Q2 | $5.73M | Buy |
43,863
+11,070
| +34% | +$1.45M | 0.38% | 41 |
|
|
2014
Q1 | $3.9M | Buy |
32,793
+3,888
| +13% | +$462K | 0.33% | 54 |
|
|
2013
Q4 | $3.58M | Buy |
28,905
+610
| +2% | +$75.5K | 0.36% | 48 |
|
|
2013
Q3 | $3.44M | Buy |
28,295
+1,746
| +7% | +$212K | 0.41% | 45 |
|
|
2013
Q2 | $3.14M | Buy |
+26,549
| New | +$3.14M | 0.41% | 47 |
|