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NewEdge Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8M | Sell |
494,604
-17,700
| -3% | -$2.53M | 0.37% | 53 |
|
|
2025
Q1 | $85.7M | Sell |
512,304
-18,397
| -3% | -$3.08M | 0.51% | 30 |
|
|
2024
Q4 | $76.9M | Buy |
530,701
+30,905
| +6% | +$4.48M | 0.46% | 39 |
|
|
2024
Q3 | $73.6M | Sell |
499,796
-9,134
| -2% | -$1.35M | 0.48% | 35 |
|
|
2024
Q2 | $79.6M | Buy |
508,930
+37,148
| +8% | +$5.81M | 0.58% | 27 |
|
|
2024
Q1 | $74.4M | Buy |
471,782
+18,678
| +4% | +$2.95M | 0.65% | 20 |
|
|
2023
Q4 | $65.8M | Buy |
453,104
+24,768
| +6% | +$3.6M | 0.62% | 21 |
|
|
2023
Q3 | $72.2M | Buy |
428,336
+14,980
| +4% | +$2.53M | 0.79% | 13 |
|
|
2023
Q2 | $65M | Buy |
413,356
+36,573
| +10% | +$5.75M | 0.73% | 13 |
|
|
2023
Q1 | $61.2M | Buy |
376,783
+2,728
| +0.7% | +$443K | 0.77% | 12 |
|
|
2022
Q4 | $41.6M | Buy |
374,055
+31,025
| +9% | +$3.45M | 1.12% | 11 |
|
|
2022
Q3 | $49.3M | Buy |
343,030
+36,917
| +12% | +$5.3M | 0.81% | 13 |
|
|
2022
Q2 | $44.3M | Buy |
306,113
+45,362
| +17% | +$6.57M | 0.73% | 11 |
|
|
2022
Q1 | $42.5M | Buy |
260,751
+22,253
| +9% | +$3.62M | 0.68% | 22 |
|
|
2021
Q4 | $28M | Buy |
238,498
+119,259
| +100% | +$14M | 0.42% | 50 |
|
|
2021
Q3 | $12.1M | Buy |
119,239
+30,718
| +35% | +$3.12M | 0.3% | 83 |
|
|
2021
Q2 | $9.27M | Buy |
88,521
+7,595
| +9% | +$795K | 0.25% | 90 |
|
|
2021
Q1 | $8.48M | Sell |
80,926
-18,447
| -19% | -$1.93M | 0.25% | 91 |
|
|
2020
Q4 | $8.39M | Buy |
99,373
+7,399
| +8% | +$625K | 0.28% | 86 |
|
|
2020
Q3 | $6.62M | Buy |
91,974
+9,528
| +12% | +$686K | 0.23% | 101 |
|
|
2020
Q2 | $7.36M | Buy |
82,446
+18,328
| +29% | +$1.64M | 0.29% | 84 |
|
|
2020
Q1 | $4.65M | Sell |
64,118
-7,597
| -11% | -$550K | 0.22% | 107 |
|
|
2019
Q4 | $8.64M | Buy |
71,715
+8,089
| +13% | +$975K | 0.34% | 77 |
|
|
2019
Q3 | $7.49M | Buy |
63,626
+21,575
| +51% | +$2.54M | 0.33% | 81 |
|
|
2019
Q2 | $5.23M | Buy |
42,051
+4,898
| +13% | +$610K | 0.32% | 79 |
|
|
2019
Q1 | $4.58M | Buy |
37,153
+4,485
| +14% | +$553K | 0.3% | 88 |
|
|
2018
Q4 | $3.55K | Sell |
32,668
-627
| -2% | -$68 | 0.23% | 102 |
|
|
2018
Q3 | $4.07M | Sell |
33,295
-1,985
| -6% | -$243K | 0.31% | 86 |
|
|
2018
Q2 | $4.38K | Buy |
35,280
+2,119
| +6% | +$263 | 0.4% | 70 |
|
|
2018
Q1 | $3.72M | Sell |
33,161
-1,492
| -4% | -$167K | 0.43% | 64 |
|
|
2017
Q4 | $4.45M | Buy |
34,653
+2,311
| +7% | +$297K | 0.6% | 47 |
|
|
2017
Q3 | $3.81M | Sell |
32,342
-2,616
| -7% | -$308K | 0.59% | 50 |
|
|
2017
Q2 | $3.6M | Buy |
34,958
+4,465
| +15% | +$460K | 0.62% | 48 |
|
|
2017
Q1 | $3.3M | Buy |
30,493
+5,995
| +24% | +$649K | 0.75% | 46 |
|
|
2016
Q4 | $2.84M | Buy |
24,498
+5,127
| +26% | +$595K | 0.79% | 44 |
|
|
2016
Q3 | $1.99M | Sell |
19,371
-1,883
| -9% | -$194K | 0.63% | 50 |
|
|
2016
Q2 | $2.24M | Buy |
21,254
+16,664
| +363% | +$1.75M | 0.92% | 35 |
|
|
2016
Q1 | $439K | Buy |
4,590
+80
| +2% | +$7.65K | 0.37% | 41 |
|
|
2015
Q4 | $408K | Buy |
4,510
+273
| +6% | +$24.7K | 0.34% | 52 |
|
|
2015
Q3 | $335K | Sell |
4,237
-70
| -2% | -$5.54K | 0.36% | 48 |
|
|
2015
Q2 | $415K | Sell |
4,307
-255
| -6% | -$24.6K | 0.35% | 57 |
|
|
2015
Q1 | $479K | Buy |
4,562
+116
| +3% | +$12.2K | 0.34% | 58 |
|
|
2014
Q4 | $499K | Buy |
+4,446
| New | +$499K | 0.39% | 54 |
|