Mount Yale 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 | $2.39M | Sell |
16,677
-5,520
| -25% | -$790K | 0.19% | 111 |
|
|
2025
Q1 | $3.71M | Buy |
22,197
+734
| +3% | +$123K | 0.32% | 59 |
|
|
2024
Q4 | $3.11M | Buy |
21,463
+10,442
| +95% | +$1.51M | 0.25% | 81 |
|
|
2024
Q3 | $1.62M | Sell |
11,021
-9,436
| -46% | -$1.39M | 0.16% | 141 |
|
|
2024
Q2 | $3.2M | Buy |
20,457
+18
| +0.1% | +$2.82K | 0.25% | 80 |
|
|
2024
Q1 | $3.22M | Buy |
20,439
+9,655
| +90% | +$1.52M | 0.25% | 87 |
|
|
2023
Q4 | $1.61M | Buy |
10,784
+190
| +2% | +$28.3K | 0.15% | 141 |
|
|
2023
Q3 | $1.79M | Buy |
10,594
+190
| +2% | +$32K | 0.19% | 119 |
|
|
2023
Q2 | $1.64M | Buy |
10,404
+9,128
| +715% | +$1.44M | 0.17% | 129 |
|
|
2023
Q1 | $208K | Buy |
1,276
+151
| +13% | +$24.6K | 0.02% | 453 |
|
|
2022
Q4 | $202K | Buy |
+1,125
| New | +$202K | 0.02% | 432 |
|
|
2021
Q4 | – | Sell |
-2,108
| Closed | -$214K | – | 460 |
|
|
2021
Q3 | $214K | Buy |
+2,108
| New | +$214K | 0.02% | 430 |
|
|
2020
Q3 | – | Sell |
-2,776
| Closed | -$248K | – | 350 |
|
|
2020
Q2 | $248K | Buy |
+2,776
| New | +$248K | 0.04% | 281 |
|
|
2020
Q1 | – | Sell |
-3,035
| Closed | -$325K | – | 299 |
|
|
2019
Q4 | $325K | Sell |
3,035
-320
| -10% | -$34.3K | 0.06% | 267 |
|
|
2019
Q3 | $406K | Sell |
3,355
-732
| -18% | -$88.6K | 0.07% | 225 |
|
|
2019
Q2 | $487K | Sell |
4,087
-439
| -10% | -$52.3K | 0.09% | 191 |
|
|
2019
Q1 | $557K | Sell |
4,526
-439
| -9% | -$54K | 0.1% | 154 |
|
|
2018
Q4 | $581K | Sell |
4,965
-721
| -13% | -$84.4K | 0.12% | 156 |
|
|
2018
Q3 | $687K | Buy |
5,686
+398
| +8% | +$48.1K | 0.12% | 140 |
|
|
2018
Q2 | $669K | Buy |
5,288
+714
| +16% | +$90.3K | 0.13% | 145 |
|
|
2018
Q1 | $522K | Buy |
+4,574
| New | +$522K | 0.11% | 160 |
|