Financial Advisors Network’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
14,849
+178
| +1% | +$25.5K | 0.32% | 56 |
|
|
2025
Q1 | $2.45M | Buy |
14,671
+524
| +4% | +$87.7K | 0.41% | 46 |
|
|
2024
Q4 | $2.05M | Buy |
+14,147
| New | +$2.05M | 0.34% | 55 |
|
|
2023
Q4 | $1.93M | Sell |
12,934
-145
| -1% | -$21.6K | 0.39% | 47 |
|
|
2023
Q3 | $2.21M | Buy |
+13,079
| New | +$2.21M | 0.5% | 43 |
|
|
2022
Q4 | $2.11M | Sell |
11,743
-80
| -0.7% | -$14.4K | 0.56% | 40 |
|
|
2022
Q3 | $1.7M | Buy |
11,823
+50
| +0.4% | +$7.19K | 0.5% | 39 |
|
|
2022
Q2 | $1.7M | Buy |
11,773
+950
| +9% | +$138K | 0.48% | 40 |
|
|
2022
Q1 | $1.76M | Buy |
10,823
+130
| +1% | +$21.2K | 0.43% | 43 |
|
|
2021
Q4 | $1.26M | Hold |
10,693
| – | – | 0.28% | 51 |
|
|
2021
Q3 | $1.22M | Buy |
10,693
+685
| +7% | +$78.2K | 0.28% | 51 |
|
|
2021
Q2 | $1.05M | Hold |
10,008
| – | – | 0.31% | 51 |
|
|
2021
Q1 | $1.05M | Hold |
10,008
| – | – | 0.34% | 50 |
|
|
2020
Q4 | $845K | Sell |
10,008
-999
| -9% | -$84.3K | 0.29% | 52 |
|
|
2020
Q3 | $793K | Sell |
11,007
-30
| -0.3% | -$2.16K | 0.31% | 50 |
|
|
2020
Q2 | $985K | Hold |
11,037
| – | – | 0.4% | 45 |
|
|
2020
Q1 | $800K | Sell |
11,037
-216
| -2% | -$15.7K | 0.38% | 41 |
|
|
2019
Q4 | $1.36M | Buy |
11,253
+76
| +0.7% | +$9.16K | 0.62% | 32 |
|
|
2019
Q3 | $1.33M | Hold |
11,177
| – | – | 0.68% | 29 |
|
|
2019
Q2 | $1.33M | Buy |
11,177
+1,000
| +10% | +$119K | 0.72% | 29 |
|
|
2019
Q1 | $1.16M | Sell |
10,177
-540
| -5% | -$61.5K | 0.67% | 29 |
|
|
2018
Q4 | $1.17M | Buy |
+10,717
| New | +$1.17M | 0.73% | 24 |
|
|
2018
Q2 | $654K | Buy |
+5,173
| New | +$654K | 0.4% | 51 |
|
|
2017
Q1 | – | Sell |
-635
| Closed | -$72K | – | 170 |
|
|
2016
Q4 | $72K | Buy |
+635
| New | +$72K | 0.06% | 111 |
|