Focus Financial 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 | $2.57M | Buy |
17,913
+1,097
| +7% | +$157K | 0.1% | 157 |
|
|
2025
Q1 | $2.81M | Sell |
16,816
-121
| -0.7% | -$20.2K | 0.12% | 138 |
|
|
2024
Q4 | $2.45M | Sell |
16,937
-19
| -0.1% | -$2.75K | 0.1% | 156 |
|
|
2024
Q3 | $2.5M | Buy |
16,956
+173
| +1% | +$25.5K | 0.1% | 155 |
|
|
2024
Q2 | $2.71M | Buy |
16,783
+518
| +3% | +$83.5K | 0.12% | 133 |
|
|
2024
Q1 | $2.56M | Sell |
16,265
-53,307
| -77% | -$8.4M | 0.12% | 129 |
|
|
2023
Q4 | $10.4M | Buy |
69,572
+54,596
| +365% | +$8.14M | 0.39% | 54 |
|
|
2023
Q3 | $2.53M | Buy |
14,976
+943
| +7% | +$159K | 0.14% | 125 |
|
|
2023
Q2 | $2.21M | Sell |
14,033
-946
| -6% | -$149K | 0.12% | 138 |
|
|
2023
Q1 | $2.44M | Sell |
14,979
-56
| -0.4% | -$9.14K | 0.15% | 127 |
|
|
2022
Q4 | $2.7M | Sell |
15,035
-797
| -5% | -$143K | 0.22% | 94 |
|
|
2022
Q3 | $2.27M | Buy |
15,832
+319
| +2% | +$45.8K | 0.2% | 101 |
|
|
2022
Q2 | $2.25M | Buy |
15,513
+794
| +5% | +$115K | 0.19% | 103 |
|
|
2022
Q1 | $2.4M | Sell |
14,719
-35,012
| -70% | -$5.7M | 0.17% | 110 |
|
|
2021
Q4 | $5.84M | Buy |
49,731
+7,780
| +19% | +$913K | 0.85% | 23 |
|
|
2021
Q3 | $4.26M | Buy |
41,951
+2,417
| +6% | +$245K | 0.57% | 40 |
|
|
2021
Q2 | $4.14M | Buy |
39,534
+2,039
| +5% | +$214K | 0.55% | 44 |
|
|
2021
Q1 | $3.93M | Buy |
37,495
+25,652
| +217% | +$2.69M | 0.46% | 44 |
|
|
2020
Q4 | $1M | Buy |
11,843
+986
| +9% | +$83.3K | 0.09% | 180 |
|
|
2020
Q3 | $782K | Buy |
10,857
+60
| +0.6% | +$4.32K | 0.07% | 207 |
|
|
2020
Q2 | $963K | Buy |
10,797
+1,861
| +21% | +$166K | 0.11% | 166 |
|
|
2020
Q1 | $647K | Sell |
8,936
-2,920
| -25% | -$212K | 0.09% | 183 |
|
|
2019
Q4 | $1.43M | Buy |
11,856
+1,147
| +11% | +$138K | 0.18% | 120 |
|
|
2019
Q3 | $1.27M | Sell |
10,709
-28
| -0.3% | -$3.32K | 0.18% | 116 |
|
|
2019
Q2 | $1.34M | Buy |
10,737
+878
| +9% | +$109K | 0.2% | 102 |
|
|
2019
Q1 | $1.21M | Buy |
+9,859
| New | +$1.21M | 0.19% | 104 |
|