Gateway Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $792K | Sell |
5,377
-1,259
| -19% | -$187K | 0.13% | 68 |
|
|
2024
Q2 | $1.04M | Buy |
6,636
+1,135
| +21% | +$181K | 0.18% | 60 |
|
|
2024
Q1 | $868K | Buy |
5,501
+517
| +10% | +$78K | 0.15% | 61 |
|
|
2023
Q4 | $743K | Sell |
4,984
-26,074
| -84% | -$3.94M | 0.14% | 58 |
|
|
2023
Q3 | $5.24M | Buy |
31,058
+2,039
| +7% | +$329K | 1.07% | 18 |
|
|
2023
Q2 | $4.57M | Buy |
29,019
+463
| +2% | +$74.2K | 0.97% | 19 |
|
|
2023
Q1 | $4.66M | Buy |
28,556
+24,571
| +617% | +$4.12M | 1.04% | 18 |
|
|
2022
Q4 | $715K | Sell |
3,985
-8
| -0.2% | -$1.4K | 0.18% | 44 |
|
|
2022
Q3 | $574K | Buy |
3,993
+311
| +8% | +$47.4K | 0.14% | 47 |
|
|
2022
Q2 | $533K | Buy |
3,682
+173
| +5% | +$28.6K | 0.23% | 37 |
|
|
2022
Q1 | $571K | Buy |
3,509
+132
| +4% | +$18.9K | 0.16% | 52 |
|
|
2021
Q4 | $396K | Sell |
3,377
-1,150
| -25% | -$131K | 0.08% | 73 |
|
|
2021
Q3 | $459K | Buy |
4,527
+1,178
| +35% | +$117K | 0.1% | 69 |
|
|
2021
Q2 | $351K | Buy |
3,349
+1
| +0% | +$106 | 0.07% | 79 |
|
|
2021
Q1 | $351K | Hold |
3,348
| – | – | 0.09% | 53 |
|
|
2020
Q4 | $283K | Hold |
3,348
| – | – | 0.06% | 53 |
|
|
2020
Q3 | $241K | Hold |
3,348
| – | – | 0.06% | 54 |
|
|
2020
Q2 | $299K | Sell |
3,348
-1
| -0% | -$90 | 0.09% | 47 |
|
|
2020
Q1 | $243K | Buy |
3,349
+20
| +0.6% | +$1.98K | 0.08% | 46 |
|
|
2019
Q4 | $401K | Hold |
3,329
| – | – | 0.1% | 41 |
|
|
2019
Q3 | $395K | Buy |
3,329
+1
| +0% | +$121 | 0.13% | 38 |
|
|
2019
Q2 | $414K | Sell |
3,328
-24
| -0.7% | -$2.9K | 0.11% | 42 |
|
|
2019
Q1 | $413K | Sell |
3,352
-1
| -0% | -$118 | 0.11% | 45 |
|
|
2018
Q4 | $365K | Buy |
3,353
+1
| +0% | +$116 | 0.15% | 43 |
|
|
2018
Q3 | $410K | Sell |
3,352
-9,650
| -74% | -$1.17M | 0.11% | 52 |
|
|
2018
Q2 | $1.64M | Sell |
13,002
-2,719
| -17% | -$338K | 0.46% | 33 |
|
|
2018
Q1 | $1.79M | Sell |
15,721
-4,201
| -21% | -$502K | 0.53% | 34 |
|
|
2017
Q4 | $2.49M | Buy |
19,922
+796
| +4% | +$94.4K | 0.69% | 33 |
|
|
2017
Q3 | $2.25M | Sell |
19,126
-300
| -2% | -$32.7K | 0.67% | 32 |
|
|
2017
Q2 | $2.03M | Sell |
19,426
-1,284
| -6% | -$136K | 0.63% | 36 |
|
|
2017
Q1 | $2.16M | Buy |
20,710
+1,562
| +8% | +$175K | 0.69% | 31 |
|
|
2016
Q4 | $2.25M | Buy |
19,148
+15,821
| +476% | +$1.72M | 0.78% | 21 |
|
|
2016
Q3 | $337K | Hold |
3,327
| – | – | 0.12% | 39 |
|
|
2016
Q2 | $351K | Buy |
+3,327
| New | +$335K | 0.14% | 32 |
|
Other funds holding CVX
Gateway Advisory's CVX Position: Q3 2024 in Review
Gateway Advisory reduced its Chevron (CVX) stake by 19% in Q3 2024, selling an estimated $187K and leaving 5,377 shares worth $792K. The position accounts for 0.13% of the portfolio, ranked #68.
Gateway Advisory first reported a position in CVX in Q2 2016 and has held it in 34 quarters since. The position peaked at $5.24M in Q3 2023. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.
- Gateway Advisory held 5,377 shares of Chevron worth $792K as of Q3 2024.
- Gateway Advisory sold 1,259 Chevron shares in Q3 2024, an estimated $187K.
- Chevron made up 0.13% of Gateway Advisory's portfolio in Q3 2024, its #68 holding.
- Gateway Advisory first reported a position in Chevron in Q2 2016 and has held it in 34 quarters since.
- Gateway Advisory's Chevron position peaked at $5.24M in Q3 2023.
- 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.
Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.