Gradient Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4M | Buy |
317,405
+28,496
| +10% | +$4.08M | 0.83% | 35 |
|
|
2025
Q1 | $48.3M | Buy |
288,909
+19,302
| +7% | +$3.23M | 0.97% | 29 |
|
|
2024
Q4 | $39M | Buy |
269,607
+15,007
| +6% | +$2.17M | 0.79% | 37 |
|
|
2024
Q3 | $37.5M | Sell |
254,600
-8,696
| -3% | -$1.28M | 0.78% | 37 |
|
|
2024
Q2 | $41.2M | Buy |
263,296
+9,921
| +4% | +$1.55M | 0.92% | 27 |
|
|
2024
Q1 | $40M | Buy |
253,375
+15,908
| +7% | +$2.51M | 0.93% | 24 |
|
|
2023
Q4 | $35.4M | Buy |
237,467
+10,208
| +4% | +$1.52M | 0.86% | 26 |
|
|
2023
Q3 | $38.3M | Buy |
227,259
+5,476
| +2% | +$923K | 1.01% | 25 |
|
|
2023
Q2 | $34.9M | Sell |
221,783
-1,400
| -0.6% | -$220K | 0.9% | 27 |
|
|
2023
Q1 | $36.4M | Buy |
223,183
+40,774
| +22% | +$6.65M | 0.99% | 22 |
|
|
2022
Q4 | $32.7M | Sell |
182,409
-378
| -0.2% | -$67.8K | 1.03% | 21 |
|
|
2022
Q3 | $26.3M | Buy |
182,787
+12,251
| +7% | +$1.76M | 0.8% | 25 |
|
|
2022
Q2 | $24.7M | Sell |
170,536
-13,555
| -7% | -$1.96M | 0.72% | 25 |
|
|
2022
Q1 | $30M | Sell |
184,091
-40,771
| -18% | -$6.64M | 0.77% | 26 |
|
|
2021
Q4 | $26.4M | Buy |
224,862
+1,045
| +0.5% | +$123K | 0.67% | 32 |
|
|
2021
Q3 | $22.7M | Buy |
223,817
+12,526
| +6% | +$1.27M | 0.64% | 31 |
|
|
2021
Q2 | $22.1M | Buy |
211,291
+14,304
| +7% | +$1.5M | 0.65% | 29 |
|
|
2021
Q1 | $20.6M | Buy |
196,987
+4,238
| +2% | +$444K | 0.67% | 27 |
|
|
2020
Q4 | $13.9M | Sell |
192,749
-1,872
| -1% | -$135K | 0.59% | 40 |
|
|
2020
Q3 | $14M | Buy |
194,621
+21,617
| +12% | +$1.56M | 0.59% | 40 |
|
|
2020
Q2 | $15.4M | Buy |
173,004
+22,891
| +15% | +$2.04M | 0.7% | 29 |
|
|
2020
Q1 | $10.9M | Buy |
150,113
+32,993
| +28% | +$2.39M | 0.59% | 40 |
|
|
2019
Q4 | $14.1M | Buy |
117,120
+7,733
| +7% | +$932K | 0.63% | 29 |
|
|
2019
Q3 | $13M | Buy |
109,387
+5,045
| +5% | +$598K | 0.64% | 26 |
|
|
2019
Q2 | $13M | Buy |
104,342
+28,675
| +38% | +$3.57M | 0.67% | 25 |
|
|
2019
Q1 | $9.32M | Sell |
75,667
-17,762
| -19% | -$2.19M | 0.6% | 28 |
|
|
2018
Q4 | $10.2M | Buy |
93,429
+242
| +0.3% | +$26.3K | 0.61% | 20 |
|
|
2018
Q3 | $11.4M | Buy |
93,187
+4,471
| +5% | +$547K | 0.58% | 24 |
|
|
2018
Q2 | $11.2M | Sell |
88,716
-10,901
| -11% | -$1.38M | 0.6% | 22 |
|
|
2018
Q1 | $11.4M | Buy |
99,617
+25,175
| +34% | +$2.87M | 0.62% | 20 |
|
|
2017
Q4 | $9.32M | Buy |
74,442
+3,773
| +5% | +$472K | 0.54% | 25 |
|
|
2017
Q3 | $8.3M | Buy |
70,669
+4,242
| +6% | +$498K | 0.53% | 25 |
|
|
2017
Q2 | $6.93M | Buy |
66,427
+4,306
| +7% | +$449K | 0.49% | 47 |
|
|
2017
Q1 | $6.67M | Buy |
62,121
+4,104
| +7% | +$441K | 0.51% | 33 |
|
|
2016
Q4 | $6.83M | Buy |
58,017
+2,540
| +5% | +$299K | 0.6% | 28 |
|
|
2016
Q3 | $5.71M | Buy |
55,477
+3,706
| +7% | +$381K | 0.56% | 30 |
|
|
2016
Q2 | $5.43M | Buy |
51,771
+2,250
| +5% | +$236K | 0.59% | 26 |
|
|
2016
Q1 | $4.72M | Buy |
49,521
+1,023
| +2% | +$97.6K | 0.58% | 27 |
|
|
2015
Q4 | $4.36M | Sell |
48,498
-2,359
| -5% | -$212K | 0.58% | 26 |
|
|
2015
Q3 | $4.01M | Buy |
50,857
+5,548
| +12% | +$438K | 0.57% | 29 |
|
|
2015
Q2 | $4.37M | Buy |
45,309
+10,892
| +32% | +$1.05M | 0.6% | 30 |
|
|
2015
Q1 | $3.61M | Buy |
34,417
+5,574
| +19% | +$585K | 0.54% | 48 |
|
|
2014
Q4 | $3.24M | Buy |
28,843
+3,945
| +16% | +$443K | 0.53% | 58 |
|
|
2014
Q3 | $2.97M | Buy |
24,898
+21,808
| +706% | +$2.6M | 0.54% | 37 |
|
|
2014
Q2 | $403K | Buy |
3,090
+51
| +2% | +$6.65K | 0.08% | 140 |
|
|
2014
Q1 | $361K | Buy |
3,039
+1,391
| +84% | +$165K | 0.08% | 142 |
|
|
2013
Q4 | $206K | Buy |
1,648
+16
| +1% | +$2K | 0.05% | 157 |
|
|
2013
Q3 | $198K | Buy |
1,632
+507
| +45% | +$61.5K | 0.06% | 114 |
|
|
2013
Q2 | $133K | Buy |
+1,125
| New | +$133K | 0.05% | 118 |
|