Glen Eagle Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
3,444
-303
| -8% | -$43.4K | 0.08% | 156 |
|
|
2025
Q1 | $627K | Sell |
3,747
-232
| -6% | -$38.8K | 0.1% | 128 |
|
|
2024
Q4 | $576K | Sell |
3,979
-97
| -2% | -$14.1K | 0.1% | 135 |
|
|
2024
Q3 | $600K | Sell |
4,076
-1,146
| -22% | -$169K | 0.1% | 133 |
|
|
2024
Q2 | $817K | Sell |
5,222
-361
| -6% | -$56.5K | 0.15% | 106 |
|
|
2024
Q1 | $881K | Sell |
5,583
-21
| -0.4% | -$3.31K | 0.17% | 103 |
|
|
2023
Q4 | $836K | Sell |
5,604
-3,670
| -40% | -$547K | 0.17% | 102 |
|
|
2023
Q3 | $1.56M | Sell |
9,274
-1,582
| -15% | -$267K | 0.36% | 61 |
|
|
2023
Q2 | $1.71M | Buy |
10,856
+2,082
| +24% | +$328K | 0.39% | 57 |
|
|
2023
Q1 | $1.43M | Buy |
8,774
+3,361
| +62% | +$548K | 0.36% | 60 |
|
|
2022
Q4 | $972K | Buy |
5,413
+2,305
| +74% | +$414K | 0.27% | 77 |
|
|
2022
Q3 | $447K | Sell |
3,108
-228
| -7% | -$32.8K | 0.13% | 134 |
|
|
2022
Q2 | $483K | Buy |
3,336
+528
| +19% | +$76.5K | 0.13% | 138 |
|
|
2022
Q1 | $457K | Sell |
2,808
-200
| -7% | -$32.6K | 0.12% | 152 |
|
|
2021
Q4 | $353K | Buy |
3,008
+357
| +13% | +$41.9K | 0.09% | 180 |
|
|
2021
Q3 | $269K | Hold |
2,651
| – | – | 0.08% | 191 |
|
|
2021
Q2 | $278K | Sell |
2,651
-5
| -0.2% | -$524 | 0.09% | 186 |
|
|
2021
Q1 | $278K | Sell |
2,656
-68
| -2% | -$7.13K | 0.1% | 167 |
|
|
2020
Q4 | $230K | Sell |
2,724
-246
| -8% | -$20.8K | 0.09% | 163 |
|
|
2020
Q3 | $214K | Sell |
2,970
-154
| -5% | -$11.1K | 0.1% | 153 |
|
|
2020
Q2 | $279K | Buy |
3,124
+359
| +13% | +$32K | 0.14% | 118 |
|
|
2020
Q1 | $200K | Sell |
2,765
-326
| -11% | -$23.6K | 0.14% | 131 |
|
|
2019
Q4 | $373K | Buy |
3,091
+228
| +8% | +$27.5K | 0.2% | 104 |
|
|
2019
Q3 | $340K | Sell |
2,863
-60
| -2% | -$7.12K | 0.22% | 94 |
|
|
2019
Q2 | $364K | Sell |
2,923
-100
| -3% | -$12.4K | 0.25% | 91 |
|
|
2019
Q1 | $372K | Buy |
3,023
+110
| +4% | +$13.5K | 0.27% | 84 |
|
|
2018
Q4 | $317K | Hold |
2,913
| – | – | 0.27% | 83 |
|
|
2018
Q3 | $356K | Buy |
2,913
+10
| +0.3% | +$1.22K | 0.25% | 86 |
|
|
2018
Q2 | $367K | Buy |
2,903
+1
| +0% | +$126 | 0.29% | 78 |
|
|
2018
Q1 | $331K | Sell |
2,902
-466
| -14% | -$53.2K | 0.27% | 85 |
|
|
2017
Q4 | $422K | Sell |
3,368
-481
| -12% | -$60.2K | 0.37% | 63 |
|
|
2017
Q3 | $452K | Sell |
3,849
-1,635
| -30% | -$192K | 0.42% | 55 |
|
|
2017
Q2 | $572K | Sell |
5,484
-170
| -3% | -$17.7K | 0.46% | 53 |
|
|
2017
Q1 | $609K | Buy |
5,654
+878
| +18% | +$94.5K | 0.52% | 48 |
|
|
2016
Q4 | $562K | Buy |
+4,776
| New | +$562K | 0.51% | 51 |
|