FWIA
Fort Washington Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8M | Buy |
487,295
+5,742
| +1% | +$822K | 0.4% | 63 |
|
|
2025
Q1 | $80.6M | Sell |
481,553
-24,581
| -5% | -$4.11M | 0.49% | 47 |
|
|
2024
Q4 | $73.3M | Buy |
506,134
+70,831
| +16% | +$10.3M | 0.44% | 58 |
|
|
2024
Q3 | $64.1M | Buy |
435,303
+46,714
| +12% | +$6.88M | 0.39% | 60 |
|
|
2024
Q2 | $60.8M | Sell |
388,589
-111,066
| -22% | -$17.4M | 0.4% | 62 |
|
|
2024
Q1 | $78.8M | Sell |
499,655
-1,116
| -0.2% | -$176K | 0.51% | 52 |
|
|
2023
Q4 | $74.7M | Sell |
500,771
-1,240
| -0.2% | -$185K | 0.52% | 52 |
|
|
2023
Q3 | $84.6M | Sell |
502,011
-30,140
| -6% | -$5.08M | 0.64% | 39 |
|
|
2023
Q2 | $83.7M | Buy |
532,151
+1,731
| +0.3% | +$272K | 0.6% | 44 |
|
|
2023
Q1 | $86.5M | Sell |
530,420
-24,114
| -4% | -$3.93M | 0.65% | 37 |
|
|
2022
Q4 | $99.5M | Sell |
554,534
-1,222
| -0.2% | -$219K | 0.77% | 31 |
|
|
2022
Q3 | $79.8M | Sell |
555,756
-22,797
| -4% | -$3.28M | 0.67% | 34 |
|
|
2022
Q2 | $83.8M | Sell |
578,553
-116,114
| -17% | -$16.8M | 0.64% | 40 |
|
|
2022
Q1 | $113M | Buy |
694,667
+16,743
| +2% | +$2.73M | 0.72% | 34 |
|
|
2021
Q4 | $79.6M | Buy |
677,924
+1,996
| +0.3% | +$234K | 0.48% | 58 |
|
|
2021
Q3 | $68.6M | Buy |
675,928
+418,001
| +162% | +$42.4M | 0.44% | 62 |
|
|
2021
Q2 | $27M | Sell |
257,927
-194
| -0.1% | -$20.3K | 0.24% | 72 |
|
|
2021
Q1 | $27M | Buy |
258,121
+3,168
| +1% | +$332K | 0.26% | 69 |
|
|
2020
Q4 | $21.5M | Buy |
254,953
+1,521
| +0.6% | +$128K | 0.23% | 79 |
|
|
2020
Q3 | $18.2M | Sell |
253,432
-178,236
| -41% | -$12.8M | 0.19% | 82 |
|
|
2020
Q2 | $38.5M | Sell |
431,668
-312
| -0.1% | -$27.8K | 0.43% | 55 |
|
|
2020
Q1 | $31.3M | Buy |
431,980
+115,676
| +37% | +$8.38M | 0.42% | 57 |
|
|
2019
Q4 | $38.1M | Buy |
316,304
+17,459
| +6% | +$2.1M | 0.41% | 60 |
|
|
2019
Q3 | $35.4M | Buy |
298,845
+20,707
| +7% | +$2.46M | 0.39% | 62 |
|
|
2019
Q2 | $34.6M | Buy |
278,138
+3,711
| +1% | +$462K | 0.39% | 61 |
|
|
2019
Q1 | $33.8M | Sell |
274,427
-11,067
| -4% | -$1.36M | 0.38% | 65 |
|
|
2018
Q4 | $31.1M | Sell |
285,494
-18,905
| -6% | -$2.06M | 0.38% | 60 |
|
|
2018
Q3 | $37.2M | Sell |
304,399
-168
| -0.1% | -$20.5K | 0.37% | 62 |
|
|
2018
Q2 | $38.5M | Sell |
304,567
-498
| -0.2% | -$63K | 0.39% | 68 |
|
|
2018
Q1 | $34.8M | Sell |
305,065
-11,829
| -4% | -$1.35M | 0.36% | 72 |
|
|
2017
Q4 | $39.7M | Buy |
316,894
+191,122
| +152% | +$23.9M | 0.39% | 67 |
|
|
2017
Q3 | $14.8M | Buy |
125,772
+2,050
| +2% | +$241K | 0.23% | 72 |
|
|
2017
Q2 | $12.9M | Sell |
123,722
-2,016
| -2% | -$210K | 0.2% | 75 |
|
|
2017
Q1 | $13.5M | Buy |
125,738
+832
| +0.7% | +$89.3K | 0.22% | 72 |
|
|
2016
Q4 | $14.7M | Buy |
124,906
+17,769
| +17% | +$2.09M | 0.25% | 70 |
|
|
2016
Q3 | $11M | Buy |
107,137
+84
| +0.1% | +$8.65K | 0.2% | 85 |
|
|
2016
Q2 | $11.2M | Buy |
107,053
+56,075
| +110% | +$5.88M | 0.21% | 82 |
|
|
2016
Q1 | $4.86M | Sell |
50,978
-385
| -0.7% | -$36.7K | 0.09% | 125 |
|
|
2015
Q4 | $4.62M | Sell |
51,363
-6,585
| -11% | -$592K | 0.09% | 136 |
|
|
2015
Q3 | $4.57M | Sell |
57,948
-207,453
| -78% | -$16.4M | 0.1% | 134 |
|
|
2015
Q2 | $25.6M | Sell |
265,401
-5,715
| -2% | -$551K | 0.48% | 51 |
|
|
2015
Q1 | $28.5M | Sell |
271,116
-52,260
| -16% | -$5.49M | 0.57% | 50 |
|
|
2014
Q4 | $36.3M | Buy |
323,376
+8,777
| +3% | +$985K | 0.73% | 40 |
|
|
2014
Q3 | $37.5M | Sell |
314,599
-3,009
| -0.9% | -$359K | 0.78% | 36 |
|
|
2014
Q2 | $41.5M | Buy |
317,608
+297
| +0.1% | +$38.8K | 0.8% | 35 |
|
|
2014
Q1 | $37.7M | Buy |
317,311
+34,730
| +12% | +$4.13M | 0.81% | 35 |
|
|
2013
Q4 | $35.3M | Buy |
282,581
+82,362
| +41% | +$10.3M | 0.8% | 35 |
|
|
2013
Q3 | $24.3M | Sell |
200,219
-953
| -0.5% | -$116K | 0.58% | 43 |
|
|
2013
Q2 | $23.8M | Buy |
+201,172
| New | +$23.8M | 0.55% | 43 |
|