Nadler Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,557
-289
| -16% | -$41.4K | 0.02% | 122 |
|
|
2025
Q1 | $309K | Sell |
1,846
-163
| -8% | -$27.3K | 0.03% | 93 |
|
|
2024
Q4 | $291K | Sell |
2,009
-116
| -5% | -$16.8K | 0.03% | 96 |
|
|
2024
Q3 | $313K | Buy |
2,125
+8
| +0.4% | +$1.18K | 0.03% | 89 |
|
|
2024
Q2 | $331K | Sell |
2,117
-113
| -5% | -$17.7K | 0.04% | 80 |
|
|
2024
Q1 | $352K | Buy |
2,230
+34
| +2% | +$5.36K | 0.04% | 77 |
|
|
2023
Q4 | $328K | Buy |
2,196
+9
| +0.4% | +$1.34K | 0.04% | 79 |
|
|
2023
Q3 | $369K | Buy |
2,187
+7
| +0.3% | +$1.18K | 0.06% | 70 |
|
|
2023
Q2 | $343K | Buy |
2,180
+8
| +0.4% | +$1.26K | 0.05% | 73 |
|
|
2023
Q1 | $354K | Sell |
2,172
-77
| -3% | -$12.6K | 0.06% | 74 |
|
|
2022
Q4 | $404K | Buy |
2,249
+10
| +0.4% | +$1.8K | 0.07% | 67 |
|
|
2022
Q3 | $322K | Sell |
2,239
-74
| -3% | -$10.6K | 0.06% | 75 |
|
|
2022
Q2 | $335K | Sell |
2,313
-66
| -3% | -$9.56K | 0.06% | 78 |
|
|
2022
Q1 | $387K | Buy |
2,379
+290
| +14% | +$47.2K | 0.06% | 79 |
|
|
2021
Q4 | $245K | Buy |
2,089
+85
| +4% | +$9.97K | 0.04% | 108 |
|
|
2021
Q3 | $203K | Sell |
2,004
-819
| -29% | -$83K | 0.03% | 120 |
|
|
2021
Q2 | $296K | Buy |
2,823
+400
| +17% | +$41.9K | 0.05% | 94 |
|
|
2021
Q1 | $254K | Buy |
+2,423
| New | +$254K | 0.05% | 100 |
|
|
2020
Q1 | – | Sell |
-1,971
| Closed | -$238K | – | 91 |
|
|
2019
Q4 | $238K | Buy |
+1,971
| New | +$238K | 0.06% | 84 |
|
|
2013
Q3 | – | Sell |
-2,867
| Closed | -$339K | – | 80 |
|
|
2013
Q2 | $339K | Buy |
+2,867
| New | +$339K | 0.24% | 53 |
|