Great Valley Advisor Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Sell |
65,798
-29,995
| -31% | -$4.29M | 0.21% | 111 |
|
|
2025
Q1 | $16M | Sell |
95,793
-12,460
| -12% | -$2.08M | 0.34% | 74 |
|
|
2024
Q4 | $15.7M | Buy |
108,253
+42,358
| +64% | +$6.14M | 0.35% | 77 |
|
|
2024
Q3 | $9.7M | Buy |
65,895
+4,605
| +8% | +$678K | 0.24% | 104 |
|
|
2024
Q2 | $9.59M | Buy |
61,290
+166
| +0.3% | +$26K | 0.27% | 92 |
|
|
2024
Q1 | $9.64M | Buy |
61,124
+5,392
| +10% | +$851K | 0.29% | 90 |
|
|
2023
Q4 | $8.31M | Sell |
55,732
-2,127
| -4% | -$317K | 0.29% | 88 |
|
|
2023
Q3 | $9.76M | Buy |
57,859
+2,440
| +4% | +$411K | 0.4% | 65 |
|
|
2023
Q2 | $8.72M | Buy |
55,419
+6,938
| +14% | +$1.09M | 0.37% | 67 |
|
|
2023
Q1 | $7.91M | Sell |
48,481
-13,527
| -22% | -$2.21M | 0.37% | 70 |
|
|
2022
Q4 | $11.1M | Sell |
62,008
-15,273
| -20% | -$2.74M | 0.57% | 42 |
|
|
2022
Q3 | $11.1M | Buy |
77,281
+5,602
| +8% | +$805K | 0.62% | 38 |
|
|
2022
Q2 | $10.4M | Buy |
71,679
+7,000
| +11% | +$1.01M | 0.57% | 46 |
|
|
2022
Q1 | $10.4M | Buy |
64,679
+8,501
| +15% | +$1.37M | 0.61% | 38 |
|
|
2021
Q4 | $6.56M | Buy |
56,178
+7,081
| +14% | +$827K | 0.41% | 64 |
|
|
2021
Q3 | $4.98M | Buy |
49,097
+17,766
| +57% | +$1.8M | 0.34% | 73 |
|
|
2021
Q2 | $3.28M | Buy |
31,331
+87
| +0.3% | +$9.11K | 0.24% | 111 |
|
|
2021
Q1 | $3.27M | Buy |
31,244
+7,318
| +31% | +$767K | 0.32% | 76 |
|
|
2020
Q4 | $2.02M | Buy |
23,926
+5,073
| +27% | +$429K | 0.21% | 109 |
|
|
2020
Q3 | $1.36M | Buy |
18,853
+7,210
| +62% | +$519K | 0.17% | 135 |
|
|
2020
Q2 | $1.04M | Buy |
11,643
+5,941
| +104% | +$530K | 0.17% | 142 |
|
|
2020
Q1 | $414K | Sell |
5,702
-4,098
| -42% | -$298K | 0.11% | 197 |
|
|
2019
Q4 | $1.18M | Sell |
9,800
-836
| -8% | -$101K | 0.26% | 118 |
|
|
2019
Q3 | $1.26M | Buy |
10,636
+1,191
| +13% | +$141K | 0.3% | 98 |
|
|
2019
Q2 | $1.18M | Buy |
9,445
+557
| +6% | +$69.4K | 0.3% | 105 |
|
|
2019
Q1 | $1.09M | Sell |
8,888
-940
| -10% | -$116K | 0.35% | 84 |
|
|
2018
Q4 | $1.04M | Buy |
+9,828
| New | +$1.04M | 0.39% | 67 |
|