Larson Financial 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 | $3.09M | Sell |
21,610
-1,113
| -5% | -$159K | 0.12% | 155 |
|
|
2025
Q1 | $3.8M | Buy |
22,723
+289
| +1% | +$48.3K | 0.18% | 107 |
|
|
2024
Q4 | $3.25M | Buy |
22,434
+6,055
| +37% | +$877K | 0.17% | 109 |
|
|
2024
Q3 | $2.41M | Buy |
16,379
+7,908
| +93% | +$1.16M | 0.14% | 137 |
|
|
2024
Q2 | $1.33M | Buy |
8,471
+3,053
| +56% | +$478K | 0.09% | 174 |
|
|
2024
Q1 | $855K | Buy |
5,418
+527
| +11% | +$83.1K | 0.07% | 178 |
|
|
2023
Q4 | $730K | Buy |
4,891
+585
| +14% | +$87.3K | 0.06% | 179 |
|
|
2023
Q3 | $726K | Sell |
4,306
-690
| -14% | -$116K | 0.07% | 172 |
|
|
2023
Q2 | $786K | Sell |
4,996
-664
| -12% | -$104K | 0.08% | 168 |
|
|
2023
Q1 | $923K | Buy |
5,660
+967
| +21% | +$158K | 0.1% | 157 |
|
|
2022
Q4 | $842K | Sell |
4,693
-685
| -13% | -$123K | 0.1% | 157 |
|
|
2022
Q3 | $773K | Buy |
5,378
+293
| +6% | +$42.1K | 0.11% | 144 |
|
|
2022
Q2 | $736K | Buy |
5,085
+609
| +14% | +$88.1K | 0.13% | 80 |
|
|
2022
Q1 | $729K | Buy |
4,476
+13
| +0.3% | +$2.12K | 0.12% | 87 |
|
|
2021
Q4 | $524K | Buy |
4,463
+3,084
| +224% | +$362K | 0.08% | 106 |
|
|
2021
Q3 | $140K | Buy |
1,379
+191
| +16% | +$19.4K | 0.03% | 177 |
|
|
2021
Q2 | $124K | Buy |
1,188
+58
| +5% | +$6.05K | 0.03% | 166 |
|
|
2021
Q1 | $118K | Sell |
1,130
-99
| -8% | -$10.3K | 0.03% | 157 |
|
|
2020
Q4 | $104K | Sell |
1,229
-457
| -27% | -$38.7K | 0.04% | 136 |
|
|
2020
Q3 | $121K | Sell |
1,686
-134
| -7% | -$9.62K | 0.05% | 114 |
|
|
2020
Q2 | $162K | Buy |
1,820
+88
| +5% | +$7.83K | 0.08% | 111 |
|
|
2020
Q1 | $125K | Buy |
1,732
+156
| +10% | +$11.3K | 0.08% | 97 |
|
|
2019
Q4 | $190K | Sell |
1,576
-217
| -12% | -$26.2K | 0.11% | 79 |
|
|
2019
Q3 | $213K | Buy |
1,793
+117
| +7% | +$13.9K | 0.14% | 72 |
|
|
2019
Q2 | $209K | Buy |
1,676
+203
| +14% | +$25.3K | 0.16% | 59 |
|
|
2019
Q1 | $181K | Buy |
1,473
+8
| +0.5% | +$983 | 0.14% | 59 |
|
|
2018
Q4 | $159K | Sell |
1,465
-184
| -11% | -$20K | 0.15% | 59 |
|
|
2018
Q3 | $202K | Buy |
1,649
+10
| +0.6% | +$1.23K | 0.23% | 48 |
|
|
2018
Q2 | $207K | Buy |
+1,639
| New | +$207K | 0.24% | 46 |
|
|
2018
Q1 | – | Sell |
-1,942
| Closed | -$243K | – | 48 |
|
|
2017
Q4 | $243K | Buy |
+1,942
| New | +$243K | 0.2% | 62 |
|