HoyleCohen’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.5M | Sell |
118,397
-1,314
| -1% | -$206K | 1.4% | 16 |
|
|
2024
Q1 | $18.9M | Buy |
119,711
+177
| +0.1% | +$27.9K | 1.44% | 15 |
|
|
2023
Q4 | $17.8M | Buy |
119,534
+1,610
| +1% | +$240K | 1.46% | 16 |
|
|
2023
Q3 | $19.9M | Buy |
117,924
+1,167
| +1% | +$197K | 1.84% | 10 |
|
|
2023
Q2 | $18.4M | Sell |
116,757
-211
| -0.2% | -$33.2K | 1.62% | 13 |
|
|
2023
Q1 | $19.1M | Buy |
116,968
+1,249
| +1% | +$204K | 1.78% | 9 |
|
|
2022
Q4 | $20.8M | Sell |
115,719
-1,091
| -0.9% | -$196K | 2.07% | 7 |
|
|
2022
Q3 | $16.8M | Sell |
116,810
-1,060
| -0.9% | -$152K | 1.84% | 10 |
|
|
2022
Q2 | $17.1M | Sell |
117,870
-1,719
| -1% | -$249K | 1.78% | 11 |
|
|
2022
Q1 | $19.5M | Sell |
119,589
-2,062
| -2% | -$336K | 1.67% | 11 |
|
|
2021
Q4 | $14.3M | Buy |
121,651
+2,631
| +2% | +$309K | 1.19% | 20 |
|
|
2021
Q3 | $12.1M | Buy |
119,020
+320
| +0.3% | +$32.5K | 1.15% | 21 |
|
|
2021
Q2 | $12.4K | Buy |
118,700
+869
| +0.7% | +$91 | 0.97% | 22 |
|
|
2021
Q1 | $12.3M | Buy |
117,831
+21,758
| +23% | +$2.28M | 1.25% | 19 |
|
|
2020
Q4 | $8.11M | Buy |
96,073
+4,151
| +5% | +$351K | 0.94% | 26 |
|
|
2020
Q3 | $6.62M | Buy |
91,922
+465
| +0.5% | +$33.5K | 0.97% | 23 |
|
|
2020
Q2 | $8.16M | Buy |
91,457
+2,256
| +3% | +$201K | 1.36% | 19 |
|
|
2020
Q1 | $6.46M | Buy |
89,201
+3,943
| +5% | +$286K | 1.29% | 21 |
|
|
2019
Q4 | $10.3M | Sell |
85,258
-331
| -0.4% | -$39.9K | 1.63% | 16 |
|
|
2019
Q3 | $10.2M | Sell |
85,589
-250
| -0.3% | -$29.7K | 1.73% | 12 |
|
|
2019
Q2 | $10.7M | Sell |
85,839
-1,299
| -1% | -$162K | 1.85% | 12 |
|
|
2019
Q1 | $10.7M | Sell |
87,138
-3,077
| -3% | -$379K | 1.89% | 12 |
|
|
2018
Q4 | $9.81M | Sell |
90,215
-4,845
| -5% | -$527K | 2.01% | 12 |
|
|
2018
Q3 | $11.6M | Buy |
95,060
+277
| +0.3% | +$33.9K | 2.19% | 9 |
|
|
2018
Q2 | $12M | Sell |
94,783
-1,647
| -2% | -$208K | 2.42% | 8 |
|
|
2018
Q1 | $11M | Sell |
96,430
-697
| -0.7% | -$79.5K | 2.23% | 8 |
|
|
2017
Q4 | $12.2M | Buy |
+97,127
| New | +$12.2M | 2.4% | 8 |
|