Financial 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 | $321K | Buy |
2,241
+1
| +0% | +$143 | 0.06% | 62 |
|
|
2025
Q1 | $375K | Buy |
2,240
+1
| +0% | +$167 | 0.07% | 52 |
|
|
2024
Q4 | $324K | Hold |
2,239
| – | – | 0.06% | 63 |
|
|
2024
Q3 | $330K | Sell |
2,239
-36
| -2% | -$5.3K | 0.06% | 60 |
|
|
2024
Q2 | $356K | Buy |
2,275
+38
| +2% | +$5.94K | 0.07% | 51 |
|
|
2024
Q1 | $353K | Hold |
2,237
| – | – | 0.07% | 55 |
|
|
2023
Q4 | $334K | Hold |
2,237
| – | – | 0.07% | 53 |
|
|
2023
Q3 | $377K | Sell |
2,237
-521
| -19% | -$87.8K | 0.09% | 50 |
|
|
2023
Q2 | $434K | Sell |
2,758
-28
| -1% | -$4.41K | 0.1% | 48 |
|
|
2023
Q1 | $455K | Hold |
2,786
| – | – | 0.12% | 46 |
|
|
2022
Q4 | $500K | Sell |
2,786
-401
| -13% | -$72K | 0.14% | 39 |
|
|
2022
Q3 | $502K | Sell |
3,187
-154
| -5% | -$24.3K | 0.17% | 33 |
|
|
2022
Q2 | $484K | Hold |
3,341
| – | – | 0.17% | 38 |
|
|
2022
Q1 | $544K | Buy |
3,341
+4
| +0.1% | +$651 | 0.17% | 41 |
|
|
2021
Q4 | $392K | Sell |
3,337
-90
| -3% | -$10.6K | 0.12% | 54 |
|
|
2021
Q3 | $348K | Buy |
3,427
+106
| +3% | +$10.8K | 0.12% | 59 |
|
|
2021
Q2 | $348K | Sell |
3,321
-33
| -1% | -$3.46K | 0.12% | 60 |
|
|
2021
Q1 | $351K | Buy |
3,354
+71
| +2% | +$7.43K | 0.14% | 55 |
|
|
2020
Q4 | $277K | Buy |
3,283
+407
| +14% | +$34.3K | 0.12% | 61 |
|
|
2020
Q3 | $207K | Buy |
2,876
+7
| +0.2% | +$504 | 0.11% | 68 |
|
|
2020
Q2 | $256K | Sell |
2,869
-1,046
| -27% | -$93.3K | 0.14% | 53 |
|
|
2020
Q1 | $284K | Hold |
3,915
| – | – | 0.19% | 46 |
|
|
2019
Q4 | $472K | Sell |
3,915
-990
| -20% | -$119K | 0.27% | 32 |
|
|
2019
Q3 | $582K | Sell |
4,905
-65
| -1% | -$7.71K | 0.36% | 24 |
|
|
2019
Q2 | $618K | Buy |
4,970
+56
| +1% | +$6.96K | 0.4% | 20 |
|
|
2019
Q1 | $605K | Buy |
4,914
+4
| +0.1% | +$492 | 0.41% | 20 |
|
|
2018
Q4 | $534K | Buy |
+4,910
| New | +$534K | 0.43% | 19 |
|