IMA Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
14,147
-213
| -1% | -$30.5K | 0.22% | 80 |
|
|
2025
Q1 | $2.4M | Sell |
14,360
-1,125
| -7% | -$188K | 0.29% | 67 |
|
|
2024
Q4 | $2.24M | Buy |
15,485
+603
| +4% | +$87.3K | 0.27% | 71 |
|
|
2024
Q3 | $2.19M | Buy |
+14,882
| New | +$2.19M | 0.48% | 65 |
|
|
2023
Q4 | – | Sell |
-17,454
| Closed | -$2.94M | – | 112 |
|
|
2023
Q3 | $2.94M | Sell |
17,454
-254
| -1% | -$42.8K | 0.76% | 42 |
|
|
2023
Q2 | $2.79M | Buy |
17,708
+438
| +3% | +$68.9K | 0.72% | 48 |
|
|
2023
Q1 | $2.82M | Buy |
17,270
+25
| +0.1% | +$4.08K | 0.73% | 42 |
|
|
2022
Q4 | $3.1M | Buy |
17,245
+1,512
| +10% | +$271K | 0.82% | 28 |
|
|
2022
Q3 | $2.26M | Sell |
15,733
-581
| -4% | -$83.5K | 0.61% | 50 |
|
|
2022
Q2 | $2.36M | Buy |
16,314
+1,460
| +10% | +$211K | 0.58% | 54 |
|
|
2022
Q1 | $2.42M | Sell |
14,854
-492
| -3% | -$80.1K | 0.56% | 63 |
|
|
2021
Q4 | $1.8M | Sell |
15,346
-156
| -1% | -$18.3K | 0.4% | 81 |
|
|
2021
Q3 | $1.57M | Sell |
15,502
-27
| -0.2% | -$2.74K | 0.37% | 79 |
|
|
2021
Q2 | $1.63M | Buy |
15,529
+3,224
| +26% | +$338K | 0.38% | 81 |
|
|
2021
Q1 | $1.29M | Buy |
12,305
+785
| +7% | +$82.2K | 0.32% | 82 |
|
|
2020
Q4 | $973K | Buy |
11,520
+1,040
| +10% | +$87.8K | 0.27% | 80 |
|
|
2020
Q3 | $755K | Sell |
10,480
-2,847
| -21% | -$205K | 0.25% | 85 |
|
|
2020
Q2 | $1.19M | Sell |
13,327
-9,585
| -42% | -$855K | 0.43% | 74 |
|
|
2020
Q1 | $1.66M | Buy |
22,912
+283
| +1% | +$20.5K | 0.73% | 51 |
|
|
2019
Q4 | $2.73M | Sell |
22,629
-1,713
| -7% | -$206K | 1.01% | 39 |
|
|
2019
Q3 | $2.89M | Buy |
24,342
+805
| +3% | +$95.5K | 1.09% | 33 |
|
|
2019
Q2 | $2.93M | Buy |
23,537
+412
| +2% | +$51.3K | 1.1% | 33 |
|
|
2019
Q1 | $2.85M | Buy |
23,125
+10,861
| +89% | +$1.34M | 1.11% | 32 |
|
|
2018
Q4 | $1.33M | Sell |
12,264
-256
| -2% | -$27.8K | 0.62% | 58 |
|
|
2018
Q3 | $1.53M | Buy |
12,520
+50
| +0.4% | +$6.11K | 0.6% | 65 |
|
|
2018
Q2 | $1.58M | Sell |
12,470
-188
| -1% | -$23.8K | 0.66% | 62 |
|
|
2018
Q1 | $1.44M | Sell |
12,658
-706
| -5% | -$80.5K | 0.64% | 65 |
|
|
2017
Q4 | $1.67M | Buy |
13,364
+1,567
| +13% | +$196K | 0.75% | 54 |
|
|
2017
Q3 | $1.39M | Buy |
11,797
+1,817
| +18% | +$213K | 0.64% | 62 |
|
|
2017
Q2 | $1.04M | Buy |
9,980
+131
| +1% | +$13.7K | 0.5% | 72 |
|
|
2017
Q1 | $1.06M | Buy |
9,849
+6,178
| +168% | +$663K | 0.53% | 67 |
|
|
2016
Q4 | $432K | Sell |
3,671
-2,505
| -41% | -$295K | 0.27% | 92 |
|
|
2016
Q3 | $636K | Sell |
6,176
-6,985
| -53% | -$719K | 0.36% | 76 |
|
|
2016
Q2 | $1.38M | Sell |
13,161
-1,184
| -8% | -$124K | 0.87% | 42 |
|
|
2016
Q1 | $1.34M | Buy |
14,345
+6,698
| +88% | +$626K | 0.78% | 46 |
|
|
2015
Q4 | $683K | Sell |
7,647
-231
| -3% | -$20.6K | 0.41% | 67 |
|
|
2015
Q3 | $617K | Sell |
7,878
-21
| -0.3% | -$1.65K | 0.39% | 68 |
|
|
2015
Q2 | $762K | Sell |
7,899
-837
| -10% | -$80.7K | 0.36% | 67 |
|
|
2015
Q1 | $917K | Sell |
8,736
-30
| -0.3% | -$3.15K | 0.45% | 64 |
|
|
2014
Q4 | $983K | Sell |
8,766
-940
| -10% | -$105K | 0.51% | 62 |
|
|
2014
Q3 | $1.16M | Hold |
9,706
| – | – | 0.55% | 53 |
|
|
2014
Q2 | $1.27M | Buy |
9,706
+150
| +2% | +$19.6K | 0.58% | 55 |
|
|
2014
Q1 | $1.14M | Buy |
9,556
+5,130
| +116% | +$610K | 0.53% | 61 |
|
|
2013
Q4 | $553K | Hold |
4,426
| – | – | 0.26% | 96 |
|
|
2013
Q3 | $538K | Sell |
4,426
-120
| -3% | -$14.6K | 0.26% | 100 |
|
|
2013
Q2 | $538K | Buy |
+4,546
| New | +$538K | 0.29% | 100 |
|