Krilogy Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
10,743
-3,673
| -25% | -$526K | 0.09% | 154 |
|
|
2025
Q1 | $2.41M | Buy |
14,416
+26
| +0.2% | +$4.35K | 0.16% | 113 |
|
|
2024
Q4 | $2.08M | Sell |
14,390
-992
| -6% | -$144K | 0.14% | 123 |
|
|
2024
Q3 | $2.27M | Sell |
15,382
-277
| -2% | -$40.8K | 0.16% | 120 |
|
|
2024
Q2 | $2.45M | Sell |
15,659
-4,169
| -21% | -$652K | 0.18% | 107 |
|
|
2024
Q1 | $3.13M | Buy |
19,828
+5,592
| +39% | +$882K | 0.24% | 98 |
|
|
2023
Q4 | $2.12M | Sell |
14,236
-1,793
| -11% | -$267K | 0.18% | 108 |
|
|
2023
Q3 | $2.7M | Buy |
16,029
+5,063
| +46% | +$854K | 0.25% | 83 |
|
|
2023
Q2 | $1.73M | Sell |
10,966
-30
| -0.3% | -$4.72K | 0.16% | 115 |
|
|
2023
Q1 | $1.79M | Buy |
10,996
+668
| +6% | +$109K | 0.15% | 122 |
|
|
2022
Q4 | $1.85M | Buy |
10,328
+250
| +2% | +$44.9K | 0.18% | 103 |
|
|
2022
Q3 | $1.45M | Buy |
10,078
+433
| +4% | +$62.2K | 0.17% | 87 |
|
|
2022
Q2 | $1.4M | Sell |
9,645
-432
| -4% | -$62.5K | 0.16% | 88 |
|
|
2022
Q1 | $1.64M | Buy |
10,077
+3,255
| +48% | +$530K | 0.17% | 87 |
|
|
2021
Q4 | $801K | Buy |
6,822
+419
| +7% | +$49.2K | 0.08% | 153 |
|
|
2021
Q3 | $650K | Buy |
6,403
+1,608
| +34% | +$163K | 0.06% | 167 |
|
|
2021
Q2 | $502K | Buy |
4,795
+195
| +4% | +$20.4K | 0.05% | 181 |
|
|
2021
Q1 | $482K | Buy |
4,600
+98
| +2% | +$10.3K | 0.05% | 175 |
|
|
2020
Q4 | $380K | Sell |
4,502
-12,228
| -73% | -$1.03M | 0.05% | 192 |
|
|
2020
Q3 | $1.21M | Buy |
16,730
+2,198
| +15% | +$158K | 0.17% | 81 |
|
|
2020
Q2 | $1.3M | Buy |
14,532
+10,640
| +273% | +$950K | 0.2% | 74 |
|
|
2020
Q1 | $282K | Buy |
3,892
+268
| +7% | +$19.4K | 0.05% | 158 |
|
|
2019
Q4 | $437K | Sell |
3,624
-306
| -8% | -$36.9K | 0.07% | 134 |
|
|
2019
Q3 | $466K | Buy |
3,930
+258
| +7% | +$30.6K | 0.08% | 119 |
|
|
2019
Q2 | $457K | Buy |
3,672
+603
| +20% | +$75K | 0.09% | 114 |
|
|
2019
Q1 | $378K | Sell |
3,069
-969
| -24% | -$119K | 0.08% | 120 |
|
|
2018
Q4 | $439K | Buy |
4,038
+129
| +3% | +$14K | 0.12% | 80 |
|
|
2018
Q3 | $478K | Buy |
3,909
+1,166
| +43% | +$143K | 0.11% | 77 |
|
|
2018
Q2 | $347K | Sell |
2,743
-1,068
| -28% | -$135K | 0.09% | 100 |
|
|
2018
Q1 | $435K | Buy |
3,811
+147
| +4% | +$16.8K | 0.1% | 90 |
|
|
2017
Q4 | $459K | Sell |
3,664
-514
| -12% | -$64.4K | 0.11% | 84 |
|
|
2017
Q3 | $491K | Sell |
4,178
-820
| -16% | -$96.4K | 0.13% | 77 |
|
|
2017
Q2 | $521K | Sell |
4,998
-804
| -14% | -$83.8K | 0.15% | 67 |
|
|
2017
Q1 | $683K | Hold |
5,802
| – | – | 0.21% | 53 |
|
|
2016
Q4 | $683K | Sell |
5,802
-219
| -4% | -$25.8K | 0.21% | 53 |
|
|
2016
Q3 | $620K | Sell |
6,021
-62
| -1% | -$6.38K | 0.2% | 56 |
|
|
2016
Q2 | $638K | Buy |
6,083
+1,265
| +26% | +$133K | 0.22% | 58 |
|
|
2016
Q1 | $460K | Buy |
4,818
+882
| +22% | +$84.2K | 0.19% | 57 |
|
|
2015
Q4 | $354K | Sell |
3,936
-695
| -15% | -$62.5K | 0.33% | 40 |
|
|
2015
Q3 | $365K | Buy |
+4,631
| New | +$365K | 0.17% | 60 |
|