Nicolet Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
11,855
+1,708
| +17% | +$259K | 0.15% | 81 |
|
|
2025
Q1 | $1.37M | Sell |
10,147
-653
| -6% | -$88.1K | 0.14% | 86 |
|
|
2024
Q4 | $1.65M | Buy |
10,800
+1,348
| +14% | +$206K | 0.15% | 75 |
|
|
2024
Q3 | $1.43M | Buy |
9,452
+53
| +0.6% | +$8.02K | 0.14% | 79 |
|
|
2024
Q2 | $1.46M | Buy |
9,399
+934
| +11% | +$145K | 0.14% | 74 |
|
|
2024
Q1 | $1.37M | Buy |
8,465
+1,096
| +15% | +$178K | 0.14% | 78 |
|
|
2023
Q4 | $1.11M | Sell |
7,369
-370
| -5% | -$55.6K | 0.12% | 89 |
|
|
2023
Q3 | $1.26M | Buy |
7,739
+1,540
| +25% | +$251K | 0.14% | 79 |
|
|
2023
Q2 | $948K | Sell |
6,199
-395
| -6% | -$60.4K | 0.1% | 101 |
|
|
2023
Q1 | $1.11M | Buy |
6,594
+572
| +9% | +$95.9K | 0.13% | 88 |
|
|
2022
Q4 | $1.06M | Buy |
6,022
+639
| +12% | +$112K | 0.14% | 71 |
|
|
2022
Q3 | $846K | Buy |
5,383
+583
| +12% | +$91.6K | 0.14% | 63 |
|
|
2022
Q2 | $689K | Sell |
4,800
-3,774
| -44% | -$542K | 0.1% | 81 |
|
|
2022
Q1 | $1.46M | Buy |
8,574
+3,669
| +75% | +$623K | 0.19% | 53 |
|
|
2021
Q4 | $576K | Sell |
4,905
-1,525
| -24% | -$179K | 0.07% | 101 |
|
|
2021
Q3 | $654K | Buy |
6,430
+282
| +5% | +$28.7K | 0.08% | 94 |
|
|
2021
Q2 | $644K | Sell |
6,148
-136
| -2% | -$14.2K | 0.08% | 90 |
|
|
2021
Q1 | $658K | Buy |
6,284
+91
| +1% | +$9.53K | 0.09% | 86 |
|
|
2020
Q4 | $523K | Sell |
6,193
-5,924
| -49% | -$500K | 0.07% | 103 |
|
|
2020
Q3 | $872K | Sell |
12,117
-3,900
| -24% | -$281K | 0.14% | 65 |
|
|
2020
Q2 | $1.43M | Buy |
16,017
+2,431
| +18% | +$217K | 0.22% | 60 |
|
|
2020
Q1 | $984K | Buy |
13,586
+7,368
| +118% | +$534K | 0.17% | 71 |
|
|
2019
Q4 | $749K | Sell |
6,218
-275
| -4% | -$33.1K | 0.12% | 75 |
|
|
2019
Q3 | $770K | Sell |
6,493
-1,591
| -20% | -$189K | 0.12% | 71 |
|
|
2019
Q2 | $1.01M | Buy |
8,084
+273
| +3% | +$34K | 0.15% | 53 |
|
|
2019
Q1 | $962K | Buy |
+7,811
| New | +$962K | 0.16% | 53 |
|