Guardian Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
18,454
+3,500
| +23% | +$501K | 0.09% | 104 |
|
|
2025
Q1 | $2.5M | Hold |
14,954
| – | – | 0.1% | 101 |
|
|
2024
Q4 | $2.17M | Buy |
14,954
+1,600
| +12% | +$232K | 0.08% | 107 |
|
|
2024
Q3 | $1.97M | Buy |
13,354
+800
| +6% | +$118K | 0.07% | 105 |
|
|
2024
Q2 | $1.96M | Hold |
12,554
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $1.98M | Sell |
12,554
-152
| -1% | -$24K | 0.07% | 106 |
|
|
2023
Q4 | $1.9M | Sell |
12,706
-2,448
| -16% | -$365K | 0.07% | 102 |
|
|
2023
Q3 | $2.56M | Buy |
15,154
+4,500
| +42% | +$759K | 0.1% | 88 |
|
|
2023
Q2 | $1.68M | Buy |
10,654
+1,118
| +12% | +$176K | 0.05% | 112 |
|
|
2023
Q1 | $1.56M | Sell |
9,536
-418
| -4% | -$68.2K | 0.05% | 110 |
|
|
2022
Q4 | $1.79M | Hold |
9,954
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $1.43M | Sell |
9,954
-1,390
| -12% | -$200K | 0.05% | 110 |
|
|
2022
Q2 | $1.64M | Sell |
11,344
-4,600
| -29% | -$666K | 0.05% | 113 |
|
|
2022
Q1 | $2.6M | Buy |
15,944
+4,700
| +42% | +$765K | 0.05% | 100 |
|
|
2021
Q4 | $1.32M | Sell |
11,244
-5,700
| -34% | -$669K | 0.03% | 127 |
|
|
2021
Q3 | $1.72M | Buy |
16,944
+2,900
| +21% | +$294K | 0.04% | 121 |
|
|
2021
Q2 | $1.47M | Hold |
14,044
| – | – | 0.03% | 131 |
|
|
2021
Q1 | $1.47M | Sell |
14,044
-2,100
| -13% | -$220K | 0.02% | 128 |
|
|
2020
Q4 | $1.36M | Buy |
16,144
+4,800
| +42% | +$405K | 0.03% | 115 |
|
|
2020
Q3 | $817K | Hold |
11,344
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $1.01M | Buy |
11,344
+421
| +4% | +$37.6K | 0.03% | 109 |
|
|
2020
Q1 | $791K | Sell |
10,923
-2,700
| -20% | -$196K | 0.02% | 109 |
|
|
2019
Q4 | $1.64M | Sell |
13,623
-700
| -5% | -$84.4K | 0.03% | 91 |
|
|
2019
Q3 | $1.7M | Sell |
14,323
-848
| -6% | -$101K | 0.03% | 89 |
|
|
2019
Q2 | $1.89M | Hold |
15,171
| – | – | 0.04% | 89 |
|
|
2019
Q1 | $1.87M | Sell |
15,171
-935
| -6% | -$115K | 0.03% | 92 |
|
|
2018
Q4 | $1.75M | Sell |
16,106
-73,583
| -82% | -$8M | 0.04% | 91 |
|
|
2018
Q3 | $11M | Buy |
89,689
+76,303
| +570% | +$9.33M | 0.18% | 73 |
|
|
2018
Q2 | $1.69M | Sell |
13,386
-3,685
| -22% | -$466K | 0.03% | 109 |
|
|
2018
Q1 | $1.95M | Buy |
17,071
+1,029
| +6% | +$117K | 0.03% | 114 |
|
|
2017
Q4 | $2.01M | Buy |
16,042
+1,246
| +8% | +$156K | 0.03% | 108 |
|
|
2017
Q3 | $1.74M | Buy |
14,796
+1,796
| +14% | +$211K | 0.03% | 128 |
|
|
2017
Q2 | $1.36M | Buy |
13,000
+1,194
| +10% | +$125K | 0.02% | 141 |
|
|
2017
Q1 | $1.27M | Buy |
11,806
+2,261
| +24% | +$243K | 0.02% | 137 |
|
|
2016
Q4 | $1.12M | Buy |
9,545
+2,352
| +33% | +$277K | 0.02% | 138 |
|
|
2016
Q3 | $740K | Buy |
7,193
+2,874
| +67% | +$296K | 0.01% | 141 |
|
|
2016
Q2 | $453K | Buy |
+4,319
| New | +$453K | 0.01% | 150 |
|
|
2016
Q1 | – | Sell |
-46,314
| Closed | -$4.17M | – | 198 |
|
|
2015
Q4 | $4.17M | Sell |
46,314
-1,708
| -4% | -$154K | 0.08% | 101 |
|
|
2015
Q3 | $3.79M | Sell |
48,022
-20,618
| -30% | -$1.63M | 0.07% | 104 |
|
|
2015
Q2 | $6.62M | Buy |
68,640
+12,103
| +21% | +$1.17M | 0.11% | 88 |
|
|
2015
Q1 | $5.94M | Buy |
56,537
+1,340
| +2% | +$141K | 0.1% | 91 |
|
|
2014
Q4 | $6.19M | Sell |
55,197
-1,013
| -2% | -$114K | 0.1% | 82 |
|
|
2014
Q3 | $6.71M | Sell |
56,210
-1,557
| -3% | -$186K | 0.1% | 85 |
|
|
2014
Q2 | $7.54M | Sell |
57,767
-2,773
| -5% | -$362K | 0.11% | 81 |
|
|
2014
Q1 | $7.2M | Sell |
60,540
-802
| -1% | -$95.4K | 0.11% | 82 |
|
|
2013
Q4 | $7.66M | Sell |
61,342
-11,312
| -16% | -$1.41M | 0.12% | 78 |
|
|
2013
Q3 | $8.83M | Buy |
72,654
+23,685
| +48% | +$2.88M | 0.14% | 70 |
|
|
2013
Q2 | $5.8M | Buy |
+48,969
| New | +$5.8M | 0.1% | 89 |
|