Lindbrook Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.35M | Buy |
14,036
+1,785
| +15% | +$299K | 0.22% | 66 |
|
|
2024
Q4 | $1.77M | Buy |
12,251
+579
| +5% | +$83.9K | 0.16% | 86 |
|
|
2024
Q3 | $1.72M | Sell |
11,672
-1,471
| -11% | -$217K | 0.15% | 91 |
|
|
2024
Q2 | $2.06M | Sell |
13,143
-398
| -3% | -$62.3K | 0.19% | 72 |
|
|
2024
Q1 | $2.14M | Buy |
13,541
+609
| +5% | +$96.1K | 0.2% | 75 |
|
|
2023
Q4 | $1.93M | Sell |
12,932
-1
| -0% | -$149 | 0.19% | 70 |
|
|
2023
Q3 | $2.18M | Buy |
12,933
+72
| +0.6% | +$12.1K | 0.24% | 62 |
|
|
2023
Q2 | $2.02M | Buy |
12,861
+55
| +0.4% | +$8.65K | 0.22% | 69 |
|
|
2023
Q1 | $2.09M | Sell |
12,806
-1,266
| -9% | -$207K | 0.24% | 62 |
|
|
2022
Q4 | $2.53M | Buy |
14,072
+985
| +8% | +$177K | 0.31% | 59 |
|
|
2022
Q3 | $1.88M | Buy |
13,087
+1,359
| +12% | +$195K | 0.32% | 38 |
|
|
2022
Q2 | $1.7M | Buy |
11,728
+503
| +4% | +$72.8K | 0.28% | 45 |
|
|
2022
Q1 | $1.83M | Buy |
11,225
+341
| +3% | +$55.5K | 0.28% | 46 |
|
|
2021
Q4 | $1.28M | Buy |
10,884
+9,072
| +501% | +$1.06M | 0.19% | 64 |
|
|
2021
Q3 | $184K | Buy |
1,812
+474
| +35% | +$48.1K | 0.05% | 164 |
|
|
2021
Q2 | $140K | Buy |
1,338
+12
| +0.9% | +$1.26K | 0.03% | 228 |
|
|
2021
Q1 | $139K | Buy |
1,326
+80
| +6% | +$8.39K | 0.03% | 217 |
|
|
2020
Q4 | $105K | Sell |
1,246
-589
| -32% | -$49.6K | 0.03% | 235 |
|
|
2020
Q3 | $132K | Sell |
1,835
-191
| -9% | -$13.7K | 0.04% | 166 |
|
|
2020
Q2 | $181K | Sell |
2,026
-428
| -17% | -$38.2K | 0.05% | 130 |
|
|
2020
Q1 | $178K | Sell |
2,454
-1,515
| -38% | -$110K | 0.07% | 112 |
|
|
2019
Q4 | $478K | Sell |
3,969
-266
| -6% | -$32K | 0.17% | 59 |
|
|
2019
Q3 | $502K | Sell |
4,235
-167
| -4% | -$19.8K | 0.19% | 51 |
|
|
2019
Q2 | $547K | Buy |
4,402
+1,526
| +53% | +$190K | 0.21% | 45 |
|
|
2019
Q1 | $354K | Hold |
2,876
| – | – | 0.14% | 73 |
|
|
2018
Q4 | $312K | Buy |
+2,876
| New | +$312K | 0.15% | 66 |
|