Financial Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $576K | Hold |
3,649
| – | – | 0.1% | 60 |
|
|
2023
Q4 | $544K | Sell |
3,649
-20
| -0.5% | -$2.98K | 0.1% | 59 |
|
|
2023
Q3 | $619K | Sell |
3,669
-4
| -0.1% | -$675 | 0.13% | 55 |
|
|
2023
Q2 | $578K | Sell |
3,673
-432
| -11% | -$68K | 0.11% | 53 |
|
|
2023
Q1 | $670K | Buy |
4,105
+835
| +26% | +$136K | 0.14% | 53 |
|
|
2022
Q4 | $587K | Sell |
3,270
-1,862
| -36% | -$334K | 0.12% | 52 |
|
|
2022
Q3 | $737K | Buy |
5,132
+277
| +6% | +$39.8K | 0.17% | 49 |
|
|
2022
Q2 | $703K | Sell |
4,855
-287
| -6% | -$41.6K | 0.15% | 50 |
|
|
2022
Q1 | $837K | Buy |
5,142
+1,233
| +32% | +$201K | 0.16% | 47 |
|
|
2021
Q4 | $459K | Buy |
3,909
+504
| +15% | +$59.2K | 0.09% | 60 |
|
|
2021
Q3 | $345K | Buy |
3,405
+37
| +1% | +$3.75K | 0.08% | 66 |
|
|
2021
Q2 | $353K | Buy |
3,368
+518
| +18% | +$54.3K | 0.08% | 66 |
|
|
2021
Q1 | $299K | Sell |
2,850
-506
| -15% | -$53.1K | 0.08% | 64 |
|
|
2020
Q4 | $283K | Buy |
+3,356
| New | +$283K | 0.07% | 70 |
|
|
2020
Q3 | – | Sell |
-2,747
| Closed | -$245K | – | 76 |
|
|
2020
Q2 | $245K | Buy |
+2,747
| New | +$245K | 0.08% | 63 |
|
|
2020
Q1 | – | Sell |
-2,772
| Closed | -$334K | – | 66 |
|
|
2019
Q4 | $334K | Buy |
2,772
+109
| +4% | +$13.1K | 0.09% | 61 |
|
|
2019
Q3 | $316K | Hold |
2,663
| – | – | 0.09% | 56 |
|
|
2019
Q2 | $331K | Sell |
2,663
-161
| -6% | -$20K | 0.09% | 55 |
|
|
2019
Q1 | $348K | Buy |
2,824
+7
| +0.2% | +$863 | 0.1% | 53 |
|
|
2018
Q4 | $306K | Buy |
2,817
+7
| +0.2% | +$760 | 0.09% | 55 |
|
|
2018
Q3 | $344K | Sell |
2,810
-456
| -14% | -$55.8K | 0.09% | 49 |
|
|
2018
Q2 | $413K | Buy |
3,266
+61
| +2% | +$7.71K | 0.11% | 47 |
|
|
2018
Q1 | $366K | Sell |
3,205
-890
| -22% | -$102K | 0.11% | 47 |
|
|
2017
Q4 | $513K | Sell |
4,095
-11,821
| -74% | -$1.48M | 0.15% | 37 |
|
|
2017
Q3 | $427K | Buy |
15,916
+10,450
| +191% | +$280K | 0.14% | 39 |
|
|
2017
Q2 | $570K | Buy |
5,466
+26
| +0.5% | +$2.71K | 0.19% | 37 |
|
|
2017
Q1 | $584K | Sell |
5,440
-2,002
| -27% | -$215K | 0.2% | 37 |
|
|
2016
Q4 | $876K | Sell |
7,442
-87
| -1% | -$10.2K | 0.34% | 30 |
|
|
2016
Q3 | $775K | Buy |
7,529
+89
| +1% | +$9.16K | 0.33% | 29 |
|
|
2016
Q2 | $780K | Buy |
7,440
+263
| +4% | +$27.6K | 0.38% | 30 |
|
|
2016
Q1 | $685K | Sell |
7,177
-722
| -9% | -$68.9K | 0.33% | 30 |
|
|
2015
Q4 | $711K | Buy |
7,899
+1,556
| +25% | +$140K | 0.34% | 27 |
|
|
2015
Q3 | $500K | Buy |
6,343
+421
| +7% | +$33.2K | 0.25% | 29 |
|
|
2015
Q2 | $571K | Buy |
5,922
+824
| +16% | +$79.5K | 0.29% | 27 |
|
|
2015
Q1 | $535K | Sell |
5,098
-541
| -10% | -$56.8K | 0.26% | 25 |
|
|
2014
Q4 | $633K | Buy |
5,639
+514
| +10% | +$57.7K | 0.33% | 22 |
|
|
2014
Q3 | $612K | Buy |
5,125
+12
| +0.2% | +$1.43K | 0.34% | 20 |
|
|
2014
Q2 | $668K | Buy |
5,113
+11
| +0.2% | +$1.44K | 0.38% | 18 |
|
|
2014
Q1 | $607K | Hold |
5,102
| – | – | 0.34% | 22 |
|
|
2013
Q4 | $637K | Buy |
5,102
+1,298
| +34% | +$162K | 0.36% | 21 |
|
|
2013
Q3 | $462K | Sell |
3,804
-15
| -0.4% | -$1.82K | 0.29% | 22 |
|
|
2013
Q2 | $452K | Buy |
+3,819
| New | +$452K | 0.29% | 24 |
|