Investment Research & Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4K | Sell |
380
-323
| -46% | -$46.3K | 0.02% | 105 |
|
|
2025
Q1 | $118K | Hold |
703
| – | – | 0.05% | 87 |
|
|
2024
Q4 | $102K | Hold |
703
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $104K | Hold |
703
| – | – | 0.04% | 82 |
|
|
2024
Q2 | $110K | Hold |
703
| – | – | 0.05% | 78 |
|
|
2024
Q1 | $111K | Hold |
703
| – | – | 0.05% | 78 |
|
|
2023
Q4 | $105K | Hold |
703
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $119K | Hold |
703
| – | – | 0.07% | 74 |
|
|
2023
Q2 | $111K | Hold |
703
| – | – | 0.06% | 77 |
|
|
2023
Q1 | $115K | Hold |
703
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $126K | Hold |
703
| – | – | 0.08% | 71 |
|
|
2022
Q3 | $101K | Hold |
703
| – | – | 0.08% | 74 |
|
|
2022
Q2 | $102K | Hold |
703
| – | – | 0.07% | 76 |
|
|
2022
Q1 | $114K | Hold |
703
| – | – | 0.07% | 78 |
|
|
2021
Q4 | $82K | Hold |
703
| – | – | 0.05% | 92 |
|
|
2021
Q3 | $72K | Sell |
703
-54
| -7% | -$5.53K | 0.05% | 91 |
|
|
2021
Q2 | $79K | Buy |
757
+54
| +8% | +$5.64K | 0.05% | 98 |
|
|
2021
Q1 | $74K | Hold |
703
| – | – | 0.05% | 89 |
|
|
2020
Q4 | $59K | Hold |
703
| – | – | 0.04% | 92 |
|
|
2020
Q3 | $51K | Hold |
703
| – | – | 0.04% | 94 |
|
|
2020
Q2 | $63K | Hold |
703
| – | – | 0.06% | 86 |
|
|
2020
Q1 | $51K | Hold |
703
| – | – | 0.05% | 87 |
|
|
2019
Q4 | $85K | Buy |
+703
| New | +$85K | 0.08% | 77 |
|