Gladstone Institutional Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Buy |
53,799
+712
| +1% | +$102K | 0.32% | 67 |
|
|
2025
Q1 | $8.88M | Buy |
53,087
+462
| +0.9% | +$77.3K | 0.41% | 53 |
|
|
2024
Q4 | $7.62M | Buy |
52,625
+3,384
| +7% | +$490K | 0.35% | 63 |
|
|
2024
Q3 | $7.25M | Buy |
49,241
+3,122
| +7% | +$460K | 0.35% | 70 |
|
|
2024
Q2 | $7.21M | Buy |
46,119
+3,577
| +8% | +$560K | 0.38% | 65 |
|
|
2024
Q1 | $6.71M | Buy |
42,542
+10,315
| +32% | +$1.63M | 0.37% | 66 |
|
|
2023
Q4 | $4.81M | Buy |
32,227
+118
| +0.4% | +$17.6K | 0.27% | 100 |
|
|
2023
Q3 | $5.41M | Sell |
32,109
-2,793
| -8% | -$471K | 0.35% | 73 |
|
|
2023
Q2 | $5.49M | Sell |
34,902
-3,570
| -9% | -$562K | 0.33% | 79 |
|
|
2023
Q1 | $6.28M | Sell |
38,472
-4,725
| -11% | -$771K | 0.41% | 55 |
|
|
2022
Q4 | $7.75M | Sell |
43,197
-2,484
| -5% | -$446K | 0.55% | 31 |
|
|
2022
Q3 | $6.56M | Sell |
45,681
-2,905
| -6% | -$417K | 0.51% | 36 |
|
|
2022
Q2 | $7.03M | Buy |
48,586
+1,351
| +3% | +$196K | 0.56% | 31 |
|
|
2022
Q1 | $7.69M | Sell |
47,235
-4,238
| -8% | -$690K | 0.52% | 36 |
|
|
2021
Q4 | $6.04M | Buy |
51,473
+19,764
| +62% | +$2.32M | 0.47% | 51 |
|
|
2021
Q3 | $3.22M | Buy |
31,709
+12,722
| +67% | +$1.29M | 0.31% | 83 |
|
|
2021
Q2 | $1.99M | Buy |
18,987
+9,748
| +106% | +$1.02M | 0.24% | 108 |
|
|
2021
Q1 | $968K | Buy |
9,239
+6,201
| +204% | +$650K | 0.15% | 145 |
|
|
2020
Q4 | $257K | Buy |
+3,038
| New | +$257K | 0.05% | 252 |
|
|
2020
Q3 | – | Sell |
-3,050
| Closed | -$272K | – | 274 |
|
|
2020
Q2 | $272K | Sell |
3,050
-7,307
| -71% | -$652K | 0.07% | 187 |
|
|
2020
Q1 | $751K | Buy |
10,357
+6,767
| +188% | +$491K | 0.19% | 108 |
|
|
2019
Q4 | $433K | Sell |
3,590
-1,396
| -28% | -$168K | 0.11% | 153 |
|
|
2019
Q3 | $591K | Buy |
4,986
+494
| +11% | +$58.6K | 0.15% | 119 |
|
|
2019
Q2 | $559K | Buy |
4,492
+1,104
| +33% | +$137K | 0.17% | 124 |
|
|
2019
Q1 | $417K | Sell |
3,388
-30
| -0.9% | -$3.69K | 0.15% | 124 |
|
|
2018
Q4 | $372K | Buy |
+3,418
| New | +$372K | 0.22% | 107 |
|