Mountain Pacific Investment Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $328K | Sell |
2,291
-301
| -12% | -$43.1K | 0.02% | 125 |
|
2025
Q1 | $434K | Sell |
2,592
-275
| -10% | -$46K | 0.03% | 114 |
|
2024
Q4 | $415K | Sell |
2,867
-734
| -20% | -$106K | 0.03% | 116 |
|
2024
Q3 | $530K | Sell |
3,601
-289
| -7% | -$42.6K | 0.04% | 107 |
|
2024
Q2 | $608K | Sell |
3,890
-705
| -15% | -$110K | 0.05% | 100 |
|
2024
Q1 | $725K | Sell |
4,595
-878
| -16% | -$138K | 0.04% | 94 |
|
2023
Q4 | $816K | Sell |
5,473
-387
| -7% | -$57.7K | 0.05% | 91 |
|
2023
Q3 | $988K | Sell |
5,860
-50
| -0.8% | -$8.43K | 0.07% | 81 |
|
2023
Q2 | $930K | Sell |
5,910
-335
| -5% | -$52.7K | 0.06% | 85 |
|
2023
Q1 | $1.02M | Sell |
6,245
-24
| -0.4% | -$3.92K | 0.07% | 80 |
|
2022
Q4 | $1.13M | Sell |
6,269
-400
| -6% | -$71.8K | 0.08% | 76 |
|
2022
Q3 | $958K | Sell |
6,669
-277
| -4% | -$39.8K | 0.08% | 75 |
|
2022
Q2 | $1.01M | Sell |
6,946
-16
| -0.2% | -$2.32K | 0.08% | 75 |
|
2022
Q1 | $1.13M | Sell |
6,962
-1,637
| -19% | -$267K | 0.07% | 77 |
|
2021
Q4 | $1.01M | Sell |
8,599
-150
| -2% | -$17.6K | 0.06% | 80 |
|
2021
Q3 | $888K | Sell |
8,749
-195
| -2% | -$19.8K | 0.05% | 87 |
|
2021
Q2 | $937K | Sell |
8,944
-100
| -1% | -$10.5K | 0.06% | 80 |
|
2021
Q1 | $948K | Sell |
9,044
-48
| -0.5% | -$5.03K | 0.06% | 81 |
|
2020
Q4 | $768K | Sell |
9,092
-2,499
| -22% | -$211K | 0.05% | 84 |
|
2020
Q3 | $835K | Hold |
11,591
| – | – | 0.07% | 77 |
|
2020
Q2 | $1.03M | Sell |
11,591
-50
| -0.4% | -$4.46K | 0.09% | 73 |
|
2020
Q1 | $844K | Sell |
11,641
-300
| -3% | -$21.8K | 0.09% | 74 |
|
2019
Q4 | $1.44M | Sell |
11,941
-200
| -2% | -$24.1K | 0.12% | 68 |
|
2019
Q3 | $1.44M | Hold |
12,141
| – | – | 0.13% | 68 |
|
2019
Q2 | $1.51M | Sell |
12,141
-1,287
| -10% | -$160K | 0.14% | 65 |
|
2019
Q1 | $1.65M | Sell |
13,428
-100
| -0.7% | -$12.3K | 0.16% | 58 |
|
2018
Q4 | $1.47M | Sell |
13,528
-285
| -2% | -$31K | 0.16% | 55 |
|
2018
Q3 | $1.69M | Sell |
13,813
-600
| -4% | -$73.4K | 0.16% | 59 |
|
2018
Q2 | $1.82M | Hold |
14,413
| – | – | 0.18% | 56 |
|
2018
Q1 | $1.64M | Sell |
14,413
-600
| -4% | -$68.4K | 0.17% | 56 |
|
2017
Q4 | $1.88M | Buy |
15,013
+199
| +1% | +$24.9K | 0.2% | 54 |
|
2017
Q3 | $1.74M | Hold |
14,814
| – | – | 0.19% | 56 |
|
2017
Q2 | $1.55M | Sell |
14,814
-812
| -5% | -$84.7K | 0.17% | 57 |
|
2017
Q1 | $1.68M | Buy |
15,626
+1,086
| +7% | +$117K | 0.19% | 53 |
|
2016
Q4 | $1.71M | Sell |
14,540
-850
| -6% | -$100K | 0.18% | 56 |
|
2016
Q3 | $1.58M | Sell |
15,390
-225
| -1% | -$23.2K | 0.18% | 58 |
|
2016
Q2 | $1.64M | Buy |
15,615
+37
| +0.2% | +$3.88K | 0.19% | 55 |
|
2016
Q1 | $1.49M | Sell |
15,578
-15,517
| -50% | -$1.48M | 0.17% | 57 |
|
2015
Q4 | $2.8M | Sell |
31,095
-1,605
| -5% | -$144K | 0.34% | 51 |
|
2015
Q3 | $2.58M | Sell |
32,700
-550
| -2% | -$43.4K | 0.32% | 53 |
|
2015
Q2 | $3.21M | Sell |
33,250
-200
| -0.6% | -$19.3K | 0.37% | 50 |
|
2015
Q1 | $3.51M | Buy |
33,450
+7,091
| +27% | +$745K | 0.41% | 49 |
|
2014
Q4 | $2.96M | Sell |
26,359
-5,553
| -17% | -$623K | 0.36% | 49 |
|
2014
Q3 | $3.81M | Hold |
31,912
| – | – | 0.49% | 46 |
|
2014
Q2 | $4.17M | Hold |
31,912
| – | – | 0.49% | 43 |
|
2014
Q1 | $3.8M | Buy |
31,912
+99
| +0.3% | +$11.8K | 0.47% | 45 |
|
2013
Q4 | $3.97M | Sell |
31,813
-300
| -0.9% | -$37.5K | 0.5% | 46 |
|
2013
Q3 | $3.9M | Buy |
32,113
+116
| +0.4% | +$14.1K | 0.54% | 44 |
|
2013
Q2 | $3.79M | Buy |
+31,997
| New | +$3.79M | 0.57% | 42 |
|