GIA
GHP Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Sell |
35,814
-1,219
| -3% | -$175K | 0.23% | 144 |
|
|
2025
Q1 | $6.2M | Buy |
37,033
+2,654
| +8% | +$444K | 0.3% | 123 |
|
|
2024
Q4 | $4.98M | Buy |
34,379
+1,864
| +6% | +$270K | 0.23% | 149 |
|
|
2024
Q3 | $4.79M | Buy |
32,515
+752
| +2% | +$111K | 0.22% | 155 |
|
|
2024
Q2 | $4.97M | Buy |
31,763
+1,167
| +4% | +$183K | 0.25% | 140 |
|
|
2024
Q1 | $4.83M | Buy |
30,596
+2,722
| +10% | +$429K | 0.24% | 148 |
|
|
2023
Q4 | $4.16M | Buy |
27,874
+1,625
| +6% | +$242K | 0.22% | 156 |
|
|
2023
Q3 | $4.31M | Buy |
26,249
+812
| +3% | +$133K | 0.26% | 134 |
|
|
2023
Q2 | $4.18M | Buy |
25,437
+4,086
| +19% | +$671K | 0.24% | 145 |
|
|
2023
Q1 | $3.48M | Sell |
21,351
-1,070
| -5% | -$175K | 0.22% | 157 |
|
|
2022
Q4 | $4.02M | Buy |
22,421
+2,285
| +11% | +$410K | 0.27% | 132 |
|
|
2022
Q3 | $2.89M | Buy |
20,136
+516
| +3% | +$74.1K | 0.22% | 157 |
|
|
2022
Q2 | $2.84M | Sell |
19,620
-508
| -3% | -$73.6K | 0.21% | 163 |
|
|
2022
Q1 | $3.28M | Buy |
20,128
+32
| +0.2% | +$5.21K | 0.22% | 157 |
|
|
2021
Q4 | $2.36M | Buy |
20,096
+405
| +2% | +$47.5K | 0.17% | 177 |
|
|
2021
Q3 | $2M | Sell |
19,691
-1,674
| -8% | -$170K | 0.16% | 168 |
|
|
2021
Q2 | $2.24M | Sell |
21,365
-375
| -2% | -$39.3K | 0.18% | 164 |
|
|
2021
Q1 | $2.28M | Sell |
21,740
-385
| -2% | -$40.3K | 0.2% | 154 |
|
|
2020
Q4 | $1.87M | Sell |
22,125
-615
| -3% | -$51.9K | 0.18% | 153 |
|
|
2020
Q3 | $1.64M | Sell |
22,740
-927
| -4% | -$66.7K | 0.19% | 151 |
|
|
2020
Q2 | $2.11M | Sell |
23,667
-2,646
| -10% | -$236K | 0.26% | 124 |
|
|
2020
Q1 | $1.91M | Sell |
26,313
-5,605
| -18% | -$406K | 0.29% | 113 |
|
|
2019
Q4 | $3.85M | Buy |
31,918
+315
| +1% | +$38K | 0.41% | 76 |
|
|
2019
Q3 | $3.75M | Sell |
31,603
-3,209
| -9% | -$381K | 0.47% | 73 |
|
|
2019
Q2 | $4.33M | Buy |
34,812
+1,858
| +6% | +$231K | 0.53% | 60 |
|
|
2019
Q1 | $4.06M | Buy |
32,954
+752
| +2% | +$92.6K | 0.52% | 59 |
|
|
2018
Q4 | $3.5M | Buy |
32,202
+1,517
| +5% | +$165K | 0.53% | 60 |
|
|
2018
Q3 | $3.75M | Sell |
30,685
-1,988
| -6% | -$243K | 0.5% | 60 |
|
|
2018
Q2 | $4.13M | Buy |
32,673
+2,638
| +9% | +$334K | 0.58% | 48 |
|
|
2018
Q1 | $3.43M | Sell |
30,035
-105
| -0.3% | -$12K | 0.49% | 57 |
|
|
2017
Q4 | $3.77M | Sell |
30,140
-223
| -0.7% | -$27.9K | 0.54% | 55 |
|
|
2017
Q3 | $3.57M | Buy |
30,363
+32
| +0.1% | +$3.76K | 0.54% | 50 |
|
|
2017
Q2 | $3.16M | Buy |
30,331
+2
| +0% | +$209 | 0.5% | 57 |
|
|
2017
Q1 | $3.26M | Buy |
30,329
+704
| +2% | +$75.6K | 0.56% | 48 |
|
|
2016
Q4 | $3.49M | Buy |
29,625
+982
| +3% | +$116K | 0.65% | 31 |
|
|
2016
Q3 | $2.95M | Buy |
28,643
+280
| +1% | +$28.8K | 0.6% | 37 |
|
|
2016
Q2 | $2.97M | Buy |
28,363
+1,136
| +4% | +$119K | 0.64% | 34 |
|
|
2016
Q1 | $2.6M | Buy |
27,227
+645
| +2% | +$61.5K | 0.59% | 43 |
|
|
2015
Q4 | $2.39M | Sell |
26,582
-221
| -0.8% | -$19.9K | 0.58% | 41 |
|
|
2015
Q3 | $2.11M | Buy |
26,803
+426
| +2% | +$33.6K | 0.55% | 43 |
|
|
2015
Q2 | $2.39M | Buy |
26,377
+4,940
| +23% | +$448K | 0.59% | 38 |
|
|
2015
Q1 | $2.25M | Buy |
21,437
+1,140
| +6% | +$120K | 0.59% | 37 |
|
|
2014
Q4 | $2.28M | Sell |
20,297
-1,486
| -7% | -$167K | 0.63% | 35 |
|
|
2014
Q3 | $2.6M | Buy |
21,783
+1,586
| +8% | +$189K | 0.77% | 21 |
|
|
2014
Q2 | $2.64M | Buy |
20,197
+564
| +3% | +$73.6K | 0.78% | 20 |
|
|
2014
Q1 | $2.34M | Buy |
19,633
+154
| +0.8% | +$18.3K | 0.74% | 22 |
|
|
2013
Q4 | $2.43M | Buy |
19,479
+552
| +3% | +$68.9K | 0.8% | 20 |
|
|
2013
Q3 | $2.3M | Buy |
18,927
+511
| +3% | +$62.1K | 0.84% | 19 |
|
|
2013
Q2 | $2.18M | Buy |
+18,416
| New | +$2.18M | 0.87% | 18 |
|