Integrated Investment Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
7,516
+1,269
| +20% | +$182K | 0.21% | 84 |
|
|
2025
Q1 | $1.05M | Buy |
6,247
+692
| +12% | +$116K | 0.21% | 83 |
|
|
2024
Q4 | $805K | Sell |
5,555
-17,988
| -76% | -$2.61M | 0.17% | 108 |
|
|
2024
Q3 | $836K | Buy |
23,543
+17,593
| +296% | +$625K | 0.18% | 87 |
|
|
2024
Q2 | $939K | Hold |
5,950
| – | – | 0.26% | 62 |
|
|
2024
Q1 | $939K | Buy |
5,950
+288
| +5% | +$45.4K | 0.26% | 62 |
|
|
2023
Q4 | $845K | Buy |
5,662
+55
| +1% | +$8.2K | 0.27% | 62 |
|
|
2023
Q3 | $945K | Sell |
5,607
-811
| -13% | -$137K | 0.34% | 44 |
|
|
2023
Q2 | $1.01M | Buy |
6,418
+36
| +0.6% | +$5.67K | 0.32% | 41 |
|
|
2023
Q1 | $1.04M | Sell |
6,382
-347
| -5% | -$56.6K | 0.33% | 42 |
|
|
2022
Q4 | $1.21M | Buy |
6,729
+188
| +3% | +$33.7K | 0.41% | 39 |
|
|
2022
Q3 | $940K | Sell |
6,541
-311
| -5% | -$44.7K | 0.37% | 40 |
|
|
2022
Q2 | $992K | Buy |
6,852
+438
| +7% | +$63.4K | 0.36% | 42 |
|
|
2022
Q1 | $1.04M | Sell |
6,414
-335
| -5% | -$54.5K | 0.28% | 51 |
|
|
2021
Q4 | $792K | Buy |
6,749
+2,466
| +58% | +$289K | 0.21% | 82 |
|
|
2021
Q3 | $435K | Sell |
4,283
-389
| -8% | -$39.5K | 0.13% | 143 |
|
|
2021
Q2 | $489K | Buy |
4,672
+1,298
| +38% | +$136K | 0.14% | 126 |
|
|
2021
Q1 | $354K | Sell |
3,374
-972
| -22% | -$102K | 0.12% | 165 |
|
|
2020
Q4 | $367K | Buy |
4,346
+54
| +1% | +$4.56K | 0.14% | 134 |
|
|
2020
Q3 | $309K | Sell |
4,292
-113
| -3% | -$8.14K | 0.14% | 130 |
|
|
2020
Q2 | $393K | Sell |
4,405
-14
| -0.3% | -$1.25K | 0.19% | 89 |
|
|
2020
Q1 | $320K | Sell |
4,419
-1,078
| -20% | -$78.1K | 0.19% | 95 |
|
|
2019
Q4 | $662K | Sell |
5,497
-694
| -11% | -$83.6K | 0.27% | 67 |
|
|
2019
Q3 | $734K | Hold |
6,191
| – | – | 0.38% | 52 |
|
|
2019
Q2 | $770K | Hold |
6,191
| – | – | 0.39% | 50 |
|
|
2019
Q1 | $763K | Buy |
6,191
+1,042
| +20% | +$128K | 0.41% | 48 |
|
|
2018
Q4 | $561K | Buy |
5,149
+116
| +2% | +$12.6K | 0.3% | 60 |
|
|
2018
Q3 | $615K | Hold |
5,033
| – | – | 0.3% | 54 |
|
|
2018
Q2 | $636K | Sell |
5,033
-2,546
| -34% | -$322K | 0.33% | 47 |
|
|
2018
Q1 | $864K | Buy |
+7,579
| New | +$864K | 0.34% | 43 |
|
|
2017
Q3 | $781K | Hold |
6,646
| – | – | 0.34% | 45 |
|
|
2017
Q2 | $693K | Sell |
6,646
-100
| -1% | -$10.4K | 0.31% | 50 |
|
|
2017
Q1 | $724K | Buy |
6,746
+200
| +3% | +$21.5K | 0.33% | 51 |
|
|
2016
Q4 | $770K | Buy |
6,546
+500
| +8% | +$58.8K | 0.37% | 45 |
|
|
2016
Q3 | $609K | Hold |
6,046
| – | – | 0.31% | 56 |
|
|
2016
Q2 | $634K | Buy |
6,046
+1,078
| +22% | +$113K | 0.36% | 53 |
|
|
2016
Q1 | $479K | Hold |
4,968
| – | – | 0.28% | 64 |
|
|
2015
Q4 | $415K | Buy |
+4,968
| New | +$415K | 0.33% | 62 |
|