IFP Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
54,793
-7,716
| -12% | -$1.1M | 0.22% | 89 |
|
|
2025
Q1 | $10.5M | Buy |
62,509
+8,838
| +16% | +$1.48M | 0.32% | 60 |
|
|
2024
Q4 | $7.77M | Buy |
53,671
+4,645
| +9% | +$673K | 0.25% | 81 |
|
|
2024
Q3 | $7.22M | Buy |
49,026
+12,002
| +32% | +$1.77M | 0.26% | 79 |
|
|
2024
Q2 | $5.79M | Sell |
37,024
-283
| -0.8% | -$44.3K | 0.23% | 91 |
|
|
2024
Q1 | $5.89M | Sell |
37,307
-620
| -2% | -$97.8K | 0.26% | 87 |
|
|
2023
Q4 | $5.66M | Sell |
37,927
-3,677
| -9% | -$548K | 0.27% | 81 |
|
|
2023
Q3 | $7.02M | Sell |
41,604
-825
| -2% | -$139K | 0.32% | 73 |
|
|
2023
Q2 | $6.68M | Buy |
42,429
+8,531
| +25% | +$1.34M | 0.28% | 75 |
|
|
2023
Q1 | $3.6M | Sell |
33,898
-21,511
| -39% | -$2.28M | 0.16% | 127 |
|
|
2022
Q4 | $5.89M | Sell |
55,409
-5,838
| -10% | -$620K | 0.16% | 118 |
|
|
2022
Q3 | $6.53M | Buy |
61,247
+5,073
| +9% | +$540K | 0.17% | 115 |
|
|
2022
Q2 | $5.99M | Hold |
56,174
| – | – | 0.19% | 108 |
|
|
2022
Q1 | $5.99M | Buy |
56,174
+22,375
| +66% | +$2.39M | 0.19% | 108 |
|
|
2021
Q4 | $4.01M | Sell |
33,799
-5,135
| -13% | -$609K | 0.08% | 148 |
|
|
2021
Q3 | $3.98M | Buy |
38,934
+1,066
| +3% | +$109K | 0.08% | 146 |
|
|
2021
Q2 | $3.96M | Buy |
37,868
+8,153
| +27% | +$853K | 0.08% | 143 |
|
|
2021
Q1 | $3.12M | Buy |
29,715
+4,168
| +16% | +$437K | 0.06% | 153 |
|
|
2020
Q4 | $2.15M | Buy |
25,547
+766
| +3% | +$64.5K | 0.09% | 201 |
|
|
2020
Q3 | $1.78M | Buy |
24,781
+3,808
| +18% | +$274K | 0.11% | 187 |
|
|
2020
Q2 | $1.84M | Buy |
20,973
+588
| +3% | +$51.6K | 0.15% | 150 |
|
|
2020
Q1 | $1.55M | Sell |
20,385
-7,439
| -27% | -$565K | 0.16% | 145 |
|
|
2019
Q4 | $3.35M | Sell |
27,824
-12,322
| -31% | -$1.48M | 0.25% | 94 |
|
|
2019
Q3 | $4.77M | Buy |
+40,146
| New | +$4.77M | 0.32% | 71 |
|
|
2019
Q1 | $2.56M | Sell |
20,782
-41,334
| -67% | -$5.08M | 0.35% | 64 |
|
|
2018
Q4 | $6.75M | Sell |
62,116
-13,523
| -18% | -$1.47M | 0.41% | 47 |
|
|
2018
Q3 | $9.25M | Sell |
75,639
-3,545
| -4% | -$433K | 0.38% | 52 |
|
|
2018
Q2 | $10M | Sell |
79,184
-2,871
| -3% | -$363K | 0.42% | 43 |
|
|
2018
Q1 | $10.3M | Hold |
82,055
| – | – | 0.47% | 38 |
|
|
2017
Q4 | $10.3M | Sell |
82,055
-59,473
| -42% | -$7.45M | 0.47% | 38 |
|
|
2017
Q3 | $16.6M | Sell |
141,528
-81
| -0.1% | -$9.52K | 0.66% | 20 |
|
|
2017
Q2 | $14.8M | Sell |
141,609
-3,852
| -3% | -$402K | 0.63% | 21 |
|
|
2017
Q1 | $15.6M | Sell |
145,461
-7,360
| -5% | -$790K | 0.68% | 17 |
|
|
2016
Q4 | $18M | Buy |
152,821
+20,616
| +16% | +$2.43M | 0.87% | 12 |
|
|
2016
Q3 | $13.6M | Sell |
132,205
-9,797
| -7% | -$1.01M | 0.71% | 19 |
|
|
2016
Q2 | $14.9M | Buy |
142,002
+121,220
| +583% | +$12.7M | 0.83% | 15 |
|
|
2016
Q1 | $2.56M | Sell |
20,782
-111,597
| -84% | -$13.7M | 0.35% | 64 |
|
|
2015
Q4 | $11.9M | Buy |
+132,379
| New | +$11.9M | 0.8% | 12 |
|