Investment 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 | $2.49M | Sell |
17,384
-72
| -0.4% | -$10.3K | 0.83% | 31 |
|
|
2025
Q1 | $2.92M | Buy |
17,456
+114
| +0.7% | +$19.1K | 1.06% | 26 |
|
|
2024
Q4 | $2.51M | Buy |
17,342
+37
| +0.2% | +$5.36K | 0.89% | 30 |
|
|
2024
Q3 | $2.55M | Sell |
17,305
-3,871
| -18% | -$570K | 0.9% | 29 |
|
|
2024
Q2 | $3.31M | Sell |
21,176
-2,570
| -11% | -$402K | 1.21% | 19 |
|
|
2024
Q1 | $3.75M | Sell |
23,746
-61
| -0.3% | -$9.62K | 1.37% | 17 |
|
|
2023
Q4 | $3.55M | Buy |
23,807
+80
| +0.3% | +$11.9K | 1.4% | 16 |
|
|
2023
Q3 | $4M | Buy |
23,727
+79
| +0.3% | +$13.3K | 1.72% | 14 |
|
|
2023
Q2 | $3.72M | Buy |
23,648
+3,770
| +19% | +$593K | 1.57% | 14 |
|
|
2023
Q1 | $3.24M | Buy |
19,878
+1,460
| +8% | +$238K | 1.6% | 14 |
|
|
2022
Q4 | $3.34M | Sell |
18,418
-125
| -0.7% | -$22.7K | 1.72% | 14 |
|
|
2022
Q3 | $2.66M | Buy |
18,543
+277
| +2% | +$39.8K | 1.59% | 15 |
|
|
2022
Q2 | $2.67M | Buy |
18,266
+214
| +1% | +$31.3K | 1.54% | 15 |
|
|
2022
Q1 | $2.94M | Buy |
18,052
+119
| +0.7% | +$19.4K | 1.64% | 12 |
|
|
2021
Q4 | $2.1M | Sell |
17,933
-263
| -1% | -$30.9K | 1.15% | 28 |
|
|
2021
Q3 | $1.85M | Buy |
18,196
+110
| +0.6% | +$11.2K | 1.13% | 26 |
|
|
2021
Q2 | $1.87M | Buy |
+18,086
| New | +$1.87M | 1.16% | 27 |
|
|
2020
Q4 | $1.34M | Sell |
15,898
-910
| -5% | -$76.9K | 0.94% | 36 |
|
|
2020
Q3 | $1.21M | Buy |
16,808
+964
| +6% | +$69.4K | 0.96% | 31 |
|
|
2020
Q2 | $1.41M | Buy |
15,844
+293
| +2% | +$26.1K | 1.21% | 23 |
|
|
2020
Q1 | $1.13M | Sell |
15,551
-846
| -5% | -$61.3K | 1.21% | 26 |
|
|
2019
Q4 | $1.98M | Buy |
+16,397
| New | +$1.98M | 1.78% | 18 |
|