MONECO Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
22,941
+109
| +0.5% | +$15.6K | 0.31% | 68 |
|
|
2025
Q1 | $3.82M | Buy |
22,832
+532
| +2% | +$89K | 0.4% | 52 |
|
|
2024
Q4 | $3.23M | Buy |
22,300
+3,508
| +19% | +$508K | 0.34% | 70 |
|
|
2024
Q3 | $2.77M | Buy |
18,792
+409
| +2% | +$60.2K | 0.34% | 80 |
|
|
2024
Q2 | $2.88M | Sell |
18,383
-504
| -3% | -$78.8K | 0.42% | 63 |
|
|
2024
Q1 | $2.98M | Buy |
18,887
+1,238
| +7% | +$195K | 0.47% | 51 |
|
|
2023
Q4 | $2.63M | Buy |
17,649
+9,184
| +108% | +$1.37M | 0.5% | 46 |
|
|
2023
Q3 | $1.43M | Buy |
8,465
+34
| +0.4% | +$5.73K | 0.39% | 64 |
|
|
2023
Q2 | $1.33M | Buy |
8,431
+558
| +7% | +$87.8K | 0.36% | 66 |
|
|
2023
Q1 | $1.28M | Buy |
7,873
+1,613
| +26% | +$263K | 0.38% | 65 |
|
|
2022
Q4 | $1.12M | Buy |
6,260
+482
| +8% | +$86.5K | 0.41% | 59 |
|
|
2022
Q3 | $830K | Sell |
5,778
-16
| -0.3% | -$2.3K | 0.33% | 75 |
|
|
2022
Q2 | $839K | Buy |
5,794
+1,020
| +21% | +$148K | 0.33% | 79 |
|
|
2022
Q1 | $777K | Buy |
4,774
+148
| +3% | +$24.1K | 0.29% | 82 |
|
|
2021
Q4 | $621K | Buy |
4,626
+621
| +16% | +$83.4K | 0.23% | 104 |
|
|
2021
Q3 | $406K | Buy |
4,005
+552
| +16% | +$56K | 0.16% | 139 |
|
|
2021
Q2 | $362K | Sell |
3,453
-85
| -2% | -$8.91K | 0.17% | 135 |
|
|
2021
Q1 | $371K | Buy |
3,538
+236
| +7% | +$24.7K | 0.18% | 129 |
|
|
2020
Q4 | $308K | Buy |
3,302
+500
| +18% | +$46.6K | 0.17% | 127 |
|
|
2020
Q3 | $202K | Sell |
2,802
-98
| -3% | -$7.07K | 0.13% | 147 |
|
|
2020
Q2 | $259K | Buy |
+2,900
| New | +$259K | 0.2% | 111 |
|
|
2020
Q1 | – | Sell |
-1,791
| Closed | -$207K | – | 124 |
|
|
2019
Q4 | $207K | Buy |
+1,791
| New | +$207K | 0.15% | 140 |
|
|
2019
Q3 | – | Sell |
-1,712
| Closed | -$213K | – | 142 |
|
|
2019
Q2 | $213K | Sell |
1,712
-214
| -11% | -$26.6K | 0.17% | 121 |
|
|
2019
Q1 | $237K | Buy |
+1,926
| New | +$237K | 0.19% | 113 |
|