Moneta Group Investment 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 | $6.46M | Buy |
45,112
+6,642
| +17% | +$951K | 0.08% | 124 |
|
|
2025
Q1 | $6.44M | Sell |
38,470
-263
| -0.7% | -$44K | 0.09% | 114 |
|
|
2024
Q4 | $5.61M | Buy |
38,733
+2,172
| +6% | +$315K | 0.08% | 120 |
|
|
2024
Q3 | $5.38M | Sell |
36,561
-234
| -0.6% | -$34.5K | 0.08% | 122 |
|
|
2024
Q2 | $5.76M | Buy |
36,795
+3,014
| +9% | +$471K | 0.09% | 112 |
|
|
2024
Q1 | $5.33M | Buy |
33,781
+5,693
| +20% | +$898K | 0.09% | 119 |
|
|
2023
Q4 | $4.19M | Sell |
28,088
-1,565
| -5% | -$233K | 0.08% | 125 |
|
|
2023
Q3 | $5M | Sell |
29,653
-36
| -0.1% | -$6.07K | 0.11% | 101 |
|
|
2023
Q2 | $4.67M | Buy |
29,689
+1,640
| +6% | +$258K | 0.1% | 107 |
|
|
2023
Q1 | $4.58M | Buy |
28,049
+3,040
| +12% | +$496K | 0.11% | 104 |
|
|
2022
Q4 | $4.35M | Buy |
25,009
+1,706
| +7% | +$297K | 0.12% | 103 |
|
|
2022
Q3 | $3.35M | Sell |
23,303
-2,177
| -9% | -$313K | 0.13% | 107 |
|
|
2022
Q2 | $3.69M | Buy |
25,480
+6,491
| +34% | +$940K | 0.13% | 107 |
|
|
2022
Q1 | $3.09M | Sell |
18,989
-432
| -2% | -$70.3K | 0.12% | 106 |
|
|
2021
Q4 | $2.28M | Buy |
19,421
+121
| +0.6% | +$14.2K | 0.09% | 129 |
|
|
2021
Q3 | $1.96M | Buy |
19,300
+472
| +3% | +$47.9K | 0.09% | 129 |
|
|
2021
Q2 | $1.97M | Buy |
18,828
+1,355
| +8% | +$142K | 0.09% | 132 |
|
|
2021
Q1 | $1.83M | Buy |
17,473
+9,847
| +129% | +$1.03M | 0.1% | 128 |
|
|
2020
Q4 | $644K | Buy |
7,626
+737
| +11% | +$62.2K | 0.05% | 177 |
|
|
2020
Q3 | $496K | Sell |
6,889
-1,561
| -18% | -$112K | 0.04% | 168 |
|
|
2020
Q2 | $754K | Buy |
8,450
+2,378
| +39% | +$212K | 0.07% | 127 |
|
|
2020
Q1 | $440K | Sell |
6,072
-2,052
| -25% | -$149K | 0.05% | 158 |
|
|
2019
Q4 | $979K | Buy |
8,124
+738
| +10% | +$88.9K | 0.08% | 116 |
|
|
2019
Q3 | $876K | Sell |
7,386
-4,491
| -38% | -$533K | 0.08% | 130 |
|
|
2019
Q2 | $1.48M | Buy |
11,877
+5,464
| +85% | +$680K | 0.15% | 93 |
|
|
2019
Q1 | $790K | Sell |
6,413
-132
| -2% | -$16.3K | 0.08% | 113 |
|
|
2018
Q4 | $712K | Sell |
6,545
-1,087
| -14% | -$118K | 0.08% | 115 |
|
|
2018
Q3 | $933K | Sell |
7,632
-5,742
| -43% | -$702K | 0.1% | 109 |
|
|
2018
Q2 | $1.69M | Sell |
13,374
-8,806
| -40% | -$1.11M | 0.19% | 71 |
|
|
2018
Q1 | $583K | Buy |
22,180
+18,984
| +594% | +$499K | 0.08% | 111 |
|
|
2017
Q4 | $400K | Sell |
3,196
-221
| -6% | -$27.7K | 0.06% | 136 |
|
|
2017
Q3 | $402K | Sell |
3,417
-2,332
| -41% | -$274K | 0.06% | 140 |
|
|
2017
Q2 | $600K | Buy |
5,749
+2,250
| +64% | +$235K | 0.1% | 107 |
|
|
2017
Q1 | $376K | Sell |
3,499
-6,091
| -64% | -$655K | 0.07% | 105 |
|
|
2016
Q4 | $1.13M | Buy |
9,590
+6,421
| +203% | +$756K | 0.23% | 46 |
|
|
2016
Q3 | $326K | Sell |
3,169
-4,875
| -61% | -$501K | 0.07% | 100 |
|
|
2016
Q2 | $843K | Buy |
8,044
+2,955
| +58% | +$310K | 0.18% | 77 |
|
|
2016
Q1 | $485K | Buy |
5,089
+2,820
| +124% | +$269K | 0.11% | 108 |
|
|
2015
Q4 | $204K | Sell |
2,269
-2,535
| -53% | -$228K | 0.05% | 130 |
|
|
2015
Q3 | $379K | Sell |
4,804
-675
| -12% | -$53.3K | 0.11% | 90 |
|
|
2015
Q2 | $529K | Sell |
5,479
-2,750
| -33% | -$266K | 0.16% | 70 |
|
|
2015
Q1 | $864K | Hold |
8,229
| – | – | 0.37% | 44 |
|
|
2014
Q4 | $923K | Sell |
8,229
-928
| -10% | -$104K | 0.44% | 33 |
|
|
2014
Q3 | $1.09M | Sell |
9,157
-1,067
| -10% | -$127K | 0.57% | 29 |
|
|
2014
Q2 | $1.34M | Sell |
10,224
-2,605
| -20% | -$340K | 0.72% | 20 |
|
|
2014
Q1 | $1.53M | Sell |
12,829
-1,775
| -12% | -$211K | 0.9% | 16 |
|
|
2013
Q4 | $1.82M | Sell |
14,604
-1,179
| -7% | -$147K | 1.1% | 14 |
|
|
2013
Q3 | $1.92M | Sell |
15,783
-155
| -1% | -$18.8K | 1.26% | 14 |
|
|
2013
Q2 | $1.89M | Buy |
+15,938
| New | +$1.89M | 1.33% | 14 |
|