IAA
Independent Advisor Alliance’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
111,126
-10,823
| -9% | -$1.55M | 0.46% | 33 |
|
|
2025
Q1 | $20.4M | Sell |
121,949
-3,267
| -3% | -$547K | 0.67% | 26 |
|
|
2024
Q4 | $18.1M | Buy |
125,216
+5,612
| +5% | +$813K | 0.24% | 87 |
|
|
2024
Q3 | $17.6M | Sell |
119,604
-18,915
| -14% | -$2.79M | 0.64% | 28 |
|
|
2024
Q2 | $21.7M | Sell |
138,519
-23,903
| -15% | -$3.74M | 0.74% | 24 |
|
|
2024
Q1 | $25.6M | Buy |
162,422
+4,643
| +3% | +$732K | 0.92% | 20 |
|
|
2023
Q4 | $23.5M | Buy |
157,779
+4,752
| +3% | +$709K | 0.85% | 23 |
|
|
2023
Q3 | $25.8M | Buy |
153,027
+3,687
| +2% | +$622K | 1.17% | 16 |
|
|
2023
Q2 | $23.5M | Buy |
149,340
+3,360
| +2% | +$529K | 1.04% | 19 |
|
|
2023
Q1 | $23.8M | Sell |
145,980
-6,633
| -4% | -$1.08M | 1.15% | 15 |
|
|
2022
Q4 | $398K | Buy |
152,613
+35,148
| +30% | +$91.8K | 0.14% | 92 |
|
|
2022
Q3 | $16.9M | Buy |
117,465
+2,778
| +2% | +$399K | 0.98% | 17 |
|
|
2022
Q2 | $16.6M | Buy |
114,687
+2,595
| +2% | +$376K | 0.93% | 19 |
|
|
2022
Q1 | $18.3M | Buy |
112,092
+37,758
| +51% | +$6.15M | 0.88% | 21 |
|
|
2021
Q4 | $8.72M | Buy |
74,334
+12,452
| +20% | +$1.46M | 0.43% | 62 |
|
|
2021
Q3 | $6.28M | Buy |
61,882
+448
| +0.7% | +$45.5K | 0.35% | 72 |
|
|
2021
Q2 | $6.44M | Buy |
61,434
+2,469
| +4% | +$259K | 0.35% | 74 |
|
|
2021
Q1 | $6.18M | Sell |
58,965
-2,059
| -3% | -$216K | 0.37% | 74 |
|
|
2020
Q4 | $5.15M | Buy |
61,024
+5,304
| +10% | +$448K | 0.35% | 74 |
|
|
2020
Q3 | $4.01M | Sell |
55,720
-11,224
| -17% | -$808K | 0.3% | 83 |
|
|
2020
Q2 | $5.96M | Buy |
66,944
+5,465
| +9% | +$487K | 0.64% | 30 |
|
|
2020
Q1 | $4.45M | Buy |
61,479
+6,253
| +11% | +$453K | 0.65% | 34 |
|
|
2019
Q4 | $6.66M | Buy |
55,226
+2,197
| +4% | +$265K | 0.29% | 80 |
|
|
2019
Q3 | $6.3M | Sell |
53,029
-111
| -0.2% | -$13.2K | 0.77% | 29 |
|
|
2019
Q2 | $6.17M | Buy |
53,140
+2,039
| +4% | +$237K | 0.89% | 25 |
|
|
2019
Q1 | $6.3M | Buy |
51,101
+2,778
| +6% | +$342K | 0.89% | 25 |
|
|
2018
Q4 | $5.26M | Buy |
48,323
+8,907
| +23% | +$969K | 0.93% | 28 |
|
|
2018
Q3 | $4.77M | Buy |
39,416
+1,078
| +3% | +$130K | 0.86% | 23 |
|
|
2018
Q2 | $4.78M | Buy |
38,338
+872
| +2% | +$109K | 0.99% | 22 |
|
|
2018
Q1 | $4.21M | Sell |
37,466
-1,211
| -3% | -$136K | 0.94% | 24 |
|
|
2017
Q4 | $4.97M | Buy |
38,677
+6,235
| +19% | +$801K | 1.11% | 21 |
|
|
2017
Q3 | $3.82M | Sell |
32,442
-1,877
| -5% | -$221K | 1.05% | 25 |
|
|
2017
Q2 | $3.54M | Sell |
34,319
-3,804
| -10% | -$392K | 1.13% | 22 |
|
|
2017
Q1 | $4.14M | Buy |
38,123
+3,818
| +11% | +$415K | 0.66% | 39 |
|
|
2016
Q4 | $3.97M | Buy |
+34,305
| New | +$3.97M | 1.7% | 13 |
|