Financial Engines Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
10,570
+1,168
| +12% | +$167K | ﹤0.01% | 244 |
|
|
2025
Q1 | $1.57M | Sell |
9,402
-45
| -0.5% | -$7.53K | ﹤0.01% | 213 |
|
|
2024
Q4 | $1.37M | Buy |
9,447
+2,731
| +41% | +$396K | ﹤0.01% | 233 |
|
|
2024
Q3 | $989K | Sell |
6,716
-5,084
| -43% | -$749K | ﹤0.01% | 236 |
|
|
2024
Q2 | $1.85M | Buy |
11,800
+1,493
| +14% | +$234K | ﹤0.01% | 177 |
|
|
2024
Q1 | $1.63M | Buy |
10,307
+499
| +5% | +$78.7K | ﹤0.01% | 172 |
|
|
2023
Q4 | $1.46M | Buy |
9,808
+158
| +2% | +$23.6K | ﹤0.01% | 165 |
|
|
2023
Q3 | $1.77M | Sell |
9,650
-2,265
| -19% | -$414K | ﹤0.01% | 132 |
|
|
2023
Q2 | $1.87M | Sell |
11,915
-390
| -3% | -$61.4K | ﹤0.01% | 139 |
|
|
2023
Q1 | $2.01M | Buy |
12,305
+2,362
| +24% | +$385K | 0.01% | 134 |
|
|
2022
Q4 | $1.78M | Buy |
9,943
+165
| +2% | +$29.6K | 0.01% | 133 |
|
|
2022
Q3 | $1.4M | Buy |
9,778
+1,802
| +23% | +$259K | ﹤0.01% | 131 |
|
|
2022
Q2 | $1.15M | Buy |
7,976
+1,806
| +29% | +$261K | ﹤0.01% | 145 |
|
|
2022
Q1 | $1M | Sell |
6,170
-1,400
| -18% | -$228K | ﹤0.01% | 164 |
|
|
2021
Q4 | $888K | Sell |
7,570
-2,836
| -27% | -$333K | ﹤0.01% | 127 |
|
|
2021
Q3 | $1.06M | Buy |
10,406
+904
| +10% | +$91.7K | ﹤0.01% | 110 |
|
|
2021
Q2 | $995K | Buy |
9,502
+1,405
| +17% | +$147K | ﹤0.01% | 101 |
|
|
2021
Q1 | $848K | Sell |
8,097
-1,940
| -19% | -$203K | ﹤0.01% | 127 |
|
|
2020
Q4 | $848K | Sell |
10,037
-4,196
| -29% | -$355K | ﹤0.01% | 122 |
|
|
2020
Q3 | $1.03M | Buy |
14,233
+7,653
| +116% | +$551K | ﹤0.01% | 107 |
|
|
2020
Q2 | $587K | Sell |
6,580
-146
| -2% | -$13K | ﹤0.01% | 127 |
|
|
2020
Q1 | $487K | Sell |
6,726
-3,242
| -33% | -$235K | ﹤0.01% | 115 |
|
|
2019
Q4 | $1.2M | Buy |
9,968
+6,121
| +159% | +$737K | 0.01% | 91 |
|
|
2019
Q3 | $456K | Sell |
3,847
-647
| -14% | -$76.7K | ﹤0.01% | 100 |
|
|
2019
Q2 | $559K | Sell |
4,494
-1,856
| -29% | -$231K | ﹤0.01% | 86 |
|
|
2019
Q1 | $782K | Sell |
6,350
-629
| -9% | -$77.5K | ﹤0.01% | 83 |
|
|
2018
Q4 | $759K | Buy |
6,979
+516
| +8% | +$56.1K | 0.01% | 81 |
|
|
2018
Q3 | $790K | Sell |
6,463
-276
| -4% | -$33.7K | 0.02% | 45 |
|
|
2018
Q2 | $852K | Sell |
6,739
-602
| -8% | -$76.1K | 0.02% | 44 |
|
|
2018
Q1 | $837K | Sell |
7,341
-707
| -9% | -$80.6K | 0.02% | 41 |
|
|
2017
Q4 | $1.01M | Sell |
8,048
-218
| -3% | -$27.3K | 0.03% | 42 |
|
|
2017
Q3 | $971K | Buy |
8,266
+75
| +0.9% | +$8.81K | 0.03% | 40 |
|
|
2017
Q2 | $855K | Sell |
8,191
-679
| -8% | -$70.9K | 0.04% | 37 |
|
|
2017
Q1 | $952K | Sell |
8,870
-7,705
| -46% | -$827K | 0.04% | 36 |
|
|
2016
Q4 | $1.95M | Buy |
16,575
+6,893
| +71% | +$811K | 0.1% | 28 |
|
|
2016
Q3 | $996K | Sell |
9,682
-265
| -3% | -$27.3K | 0.79% | 26 |
|
|
2016
Q2 | $1.04M | Sell |
9,947
-1,096
| -10% | -$115K | 0.88% | 26 |
|
|
2016
Q1 | $1.05M | Sell |
11,043
-4,312
| -28% | -$411K | 0.87% | 26 |
|
|
2015
Q4 | $1.38M | Buy |
15,355
+7,443
| +94% | +$669K | 1.1% | 21 |
|
|
2015
Q3 | $624K | Sell |
7,912
-815
| -9% | -$64.3K | 0.44% | 30 |
|
|
2015
Q2 | $842K | Sell |
8,727
-1,176
| -12% | -$113K | 0.5% | 31 |
|
|
2015
Q1 | $1.11M | Sell |
9,903
-4,345
| -30% | -$487K | 0.94% | 23 |
|
|
2014
Q4 | $1.6M | Buy |
14,248
+1,381
| +11% | +$155K | 1.36% | 19 |
|
|
2014
Q3 | $1.54M | Buy |
12,867
+321
| +3% | +$38.3K | 1.18% | 21 |
|
|
2014
Q2 | $1.64M | Sell |
12,546
-704
| -5% | -$91.9K | 1.41% | 21 |
|
|
2014
Q1 | $1.58M | Sell |
13,250
-7,181
| -35% | -$854K | 1.29% | 23 |
|
|
2013
Q4 | $2.55M | Buy |
20,431
+12,402
| +154% | +$1.55M | 2.12% | 16 |
|
|
2013
Q3 | $975K | Sell |
8,029
-3,854
| -32% | -$468K | 0.81% | 28 |
|
|
2013
Q2 | $1.41M | Buy |
+11,883
| New | +$1.41M | 1.21% | 23 |
|