GC
Garde Capital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
2,355
+72
| +3% | +$10.3K | 0.02% | 159 |
|
|
2025
Q1 | $382K | Hold |
2,283
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $331K | Buy |
2,283
+1,602
| +235% | +$232K | 0.02% | 172 |
|
|
2024
Q3 | $100K | Sell |
681
-150
| -18% | -$22K | 0.01% | 265 |
|
|
2024
Q2 | $130K | Sell |
831
-160
| -16% | -$25K | 0.01% | 238 |
|
|
2024
Q1 | $156K | Sell |
991
-702
| -41% | -$111K | 0.01% | 233 |
|
|
2023
Q4 | $253K | Buy |
1,693
+630
| +59% | +$94.1K | 0.02% | 182 |
|
|
2023
Q3 | $179K | Sell |
1,063
-370
| -26% | -$62.3K | 0.02% | 203 |
|
|
2023
Q2 | $225K | Hold |
1,433
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $234K | Buy |
1,433
+154
| +12% | +$25.1K | 0.03% | 170 |
|
|
2022
Q4 | $230K | Buy |
1,279
+213
| +20% | +$38.3K | 0.03% | 164 |
|
|
2022
Q3 | $153K | Sell |
1,066
-2,183
| -67% | -$313K | 0.02% | 195 |
|
|
2022
Q2 | $470K | Sell |
3,249
-11,185
| -77% | -$1.62M | 0.06% | 118 |
|
|
2022
Q1 | $2.35M | Sell |
14,434
-1,401
| -9% | -$228K | 0.24% | 55 |
|
|
2021
Q4 | $1.86M | Buy |
15,835
+2,049
| +15% | +$240K | 0.18% | 61 |
|
|
2021
Q3 | $1.4M | Sell |
13,786
-156
| -1% | -$15.8K | 0.14% | 71 |
|
|
2021
Q2 | $1.46M | Sell |
13,942
-277
| -2% | -$29K | 0.15% | 68 |
|
|
2021
Q1 | $1.49M | Sell |
14,219
-289
| -2% | -$30.3K | 0.17% | 66 |
|
|
2020
Q4 | $1.23M | Sell |
14,508
-4,000
| -22% | -$338K | 0.15% | 65 |
|
|
2020
Q3 | $1.33M | Buy |
18,508
+2,679
| +17% | +$193K | 0.2% | 55 |
|
|
2020
Q2 | $1.41M | Buy |
+15,829
| New | +$1.41M | 0.2% | 53 |
|
|
2020
Q1 | – | Sell |
-2,921
| Closed | -$352K | – | 125 |
|
|
2019
Q4 | $352K | Buy |
2,921
+175
| +6% | +$21.1K | 0.05% | 109 |
|
|
2019
Q3 | $326K | Buy |
2,746
+59
| +2% | +$7K | 0.05% | 109 |
|
|
2019
Q2 | $334K | Sell |
2,687
-425
| -14% | -$52.8K | 0.05% | 108 |
|
|
2019
Q1 | $383K | Sell |
3,112
-8,917
| -74% | -$1.1M | 0.07% | 102 |
|
|
2018
Q4 | $1.31M | Buy |
12,029
+46
| +0.4% | +$5.01K | 0.23% | 55 |
|
|
2018
Q3 | $1.4M | Buy |
11,983
+200
| +2% | +$23.4K | 0.24% | 53 |
|
|
2018
Q2 | $1.49M | Hold |
11,783
| – | – | 0.26% | 49 |
|
|
2018
Q1 | $1.34M | Sell |
11,783
-214
| -2% | -$24.4K | 0.24% | 51 |
|
|
2017
Q4 | $1.5M | Buy |
11,997
+94
| +0.8% | +$11.8K | 0.28% | 46 |
|
|
2017
Q3 | $1.4M | Buy |
11,903
+9,021
| +313% | +$1.06M | 0.27% | 44 |
|
|
2017
Q2 | $301K | Sell |
2,882
-218
| -7% | -$22.8K | 0.07% | 102 |
|
|
2017
Q1 | $333K | Sell |
3,100
-97
| -3% | -$10.4K | 0.09% | 80 |
|
|
2016
Q4 | $376K | Sell |
3,197
-9,584
| -75% | -$1.13M | 0.11% | 73 |
|
|
2016
Q3 | $1.01M | Buy |
12,781
+9,617
| +304% | +$758K | 0.32% | 56 |
|
|
2016
Q2 | $332K | Hold |
3,164
| – | – | 0.11% | 78 |
|
|
2016
Q1 | $302K | Buy |
3,164
+268
| +9% | +$25.6K | 0.1% | 80 |
|
|
2015
Q4 | $261K | Sell |
2,896
-9,885
| -77% | -$891K | 0.09% | 85 |
|
|
2015
Q3 | $1.01M | Hold |
12,781
| – | – | 0.32% | 56 |
|
|
2015
Q2 | $1.23M | Buy |
12,781
+70
| +0.6% | +$6.75K | 0.37% | 55 |
|
|
2015
Q1 | $1.33M | Buy |
12,711
+425
| +3% | +$44.6K | 0.4% | 51 |
|
|
2014
Q4 | $1.38M | Buy |
12,286
+9,481
| +338% | +$1.06M | 0.42% | 51 |
|
|
2014
Q3 | $335K | Sell |
2,805
-17
| -0.6% | -$2.03K | 0.13% | 76 |
|
|
2014
Q2 | $368K | Buy |
+2,822
| New | +$368K | 0.14% | 69 |
|