GCA
Gradient Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
9,531
-357
| -4% | -$51.1K | 0.4% | 51 |
|
|
2025
Q1 | $1.65M | Sell |
9,888
-838
| -8% | -$140K | 0.54% | 45 |
|
|
2024
Q4 | $1.55M | Sell |
10,726
-129
| -1% | -$18.7K | 0.5% | 47 |
|
|
2024
Q3 | $1.6M | Sell |
10,855
-687
| -6% | -$101K | 0.53% | 48 |
|
|
2024
Q2 | $1.81M | Sell |
11,542
-27
| -0.2% | -$4.22K | 0.65% | 37 |
|
|
2024
Q1 | $1.82M | Sell |
11,569
-89
| -0.8% | -$14K | 0.67% | 37 |
|
|
2023
Q4 | $1.74M | Sell |
11,658
-59
| -0.5% | -$8.8K | 0.66% | 35 |
|
|
2023
Q3 | $1.98M | Buy |
11,717
+3,105
| +36% | +$524K | 0.83% | 31 |
|
|
2023
Q2 | $1.36M | Sell |
8,612
-317
| -4% | -$49.9K | 0.54% | 40 |
|
|
2023
Q1 | $1.46M | Sell |
8,929
-37
| -0.4% | -$6.04K | 0.62% | 37 |
|
|
2022
Q4 | $1.61M | Hold |
8,966
| – | – | 0.73% | 33 |
|
|
2022
Q3 | $1.29M | Buy |
8,966
+15
| +0.2% | +$2.16K | 0.62% | 40 |
|
|
2022
Q2 | $1.3M | Buy |
8,951
+399
| +5% | +$57.8K | 0.62% | 41 |
|
|
2022
Q1 | $1.39M | Buy |
8,552
+1,218
| +17% | +$198K | 0.59% | 42 |
|
|
2021
Q4 | $861K | Buy |
7,334
+4,239
| +137% | +$498K | 0.36% | 62 |
|
|
2021
Q3 | $314K | Buy |
3,095
+899
| +41% | +$91.2K | 0.14% | 92 |
|
|
2021
Q2 | $230K | Sell |
2,196
-55
| -2% | -$5.76K | 0.11% | 108 |
|
|
2021
Q1 | $236K | Buy |
+2,251
| New | +$236K | 0.12% | 101 |
|
|
2020
Q3 | – | Sell |
-2,283
| Closed | -$204K | – | 95 |
|
|
2020
Q2 | $204K | Buy |
+2,283
| New | +$204K | 0.14% | 94 |
|
|
2020
Q1 | – | Sell |
-2,311
| Closed | -$279K | – | 89 |
|
|
2019
Q4 | $279K | Buy |
2,311
+2
| +0.1% | +$241 | 0.19% | 77 |
|
|
2019
Q3 | $274K | Sell |
2,309
-669
| -22% | -$79.4K | 0.2% | 78 |
|
|
2019
Q2 | $371K | Sell |
2,978
-171
| -5% | -$21.3K | 0.29% | 66 |
|
|
2019
Q1 | $388K | Buy |
3,149
+11
| +0.4% | +$1.36K | 0.31% | 62 |
|
|
2018
Q4 | $341K | Buy |
3,138
+56
| +2% | +$6.09K | 0.29% | 63 |
|
|
2018
Q3 | $377K | Buy |
3,082
+10
| +0.3% | +$1.22K | 0.32% | 63 |
|
|
2018
Q2 | $388K | Buy |
3,072
+55
| +2% | +$6.95K | 0.36% | 55 |
|
|
2018
Q1 | $344K | Buy |
3,017
+11
| +0.4% | +$1.25K | 0.34% | 55 |
|
|
2017
Q4 | $376K | Buy |
+3,006
| New | +$376K | 0.39% | 49 |
|