Nisa Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.9M | Buy |
466,880
+19
| +0% | +$2.72K | 0.3% | 44 |
|
|
2025
Q1 | $78.1M | Sell |
466,861
-5,206
| -1% | -$871K | 0.39% | 36 |
|
|
2024
Q4 | $68.4M | Buy |
472,067
+4,936
| +1% | +$715K | 0.27% | 55 |
|
|
2024
Q3 | $68.8M | Sell |
467,131
-34,617
| -7% | -$5.1M | 0.41% | 41 |
|
|
2024
Q2 | $78.5M | Sell |
501,748
-5,112
| -1% | -$800K | 0.49% | 29 |
|
|
2024
Q1 | $80M | Sell |
506,860
-25,036
| -5% | -$3.95M | 0.52% | 28 |
|
|
2023
Q4 | $79.3M | Buy |
531,896
+11,277
| +2% | +$1.68M | 0.56% | 24 |
|
|
2023
Q3 | $87.8M | Buy |
520,619
+8,343
| +2% | +$1.41M | 0.67% | 21 |
|
|
2023
Q2 | $80.6M | Sell |
512,276
-8,388
| -2% | -$1.32M | 0.59% | 24 |
|
|
2023
Q1 | $85M | Buy |
520,664
+28,853
| +6% | +$4.71M | 0.67% | 19 |
|
|
2022
Q4 | $88.3M | Sell |
491,811
-14,963
| -3% | -$2.69M | 0.7% | 17 |
|
|
2022
Q3 | $73.2M | Sell |
506,774
-1,058
| -0.2% | -$153K | 0.62% | 21 |
|
|
2022
Q2 | $73.5M | Buy |
507,832
+200
| +0% | +$29K | 0.64% | 23 |
|
|
2022
Q1 | $82.7M | Buy |
507,632
+10,805
| +2% | +$1.76M | 0.58% | 25 |
|
|
2021
Q4 | $65.2M | Sell |
496,827
-60,960
| -11% | -$8.01M | 0.49% | 38 |
|
|
2021
Q3 | $56.6K | Buy |
557,787
+33,521
| +6% | +$3.4K | 0.34% | 58 |
|
|
2021
Q2 | $54.9K | Sell |
524,266
-94,976
| -15% | -$9.95K | 0.34% | 59 |
|
|
2021
Q1 | $64.9K | Buy |
619,242
+11,916
| +2% | +$1.25K | 0.41% | 46 |
|
|
2020
Q4 | $51.3M | Sell |
607,326
-22,957
| -4% | -$1.94M | 0.33% | 69 |
|
|
2020
Q3 | $45.4M | Sell |
630,283
-3,285
| -0.5% | -$237K | 0.37% | 60 |
|
|
2020
Q2 | $56.5M | Sell |
633,568
-32,574
| -5% | -$2.91M | 0.52% | 39 |
|
|
2020
Q1 | $48.3M | Sell |
666,142
-60,915
| -8% | -$4.41M | 0.54% | 39 |
|
|
2019
Q4 | $87.6M | Sell |
727,057
-47,162
| -6% | -$5.68M | 0.75% | 24 |
|
|
2019
Q3 | $91.8M | Buy |
774,219
+39,590
| +5% | +$4.7M | 0.82% | 21 |
|
|
2019
Q2 | $91.4M | Sell |
734,629
-19,325
| -3% | -$2.4M | 0.87% | 20 |
|
|
2019
Q1 | $92.9M | Buy |
753,954
+14,728
| +2% | +$1.81M | 0.9% | 18 |
|
|
2018
Q4 | $80.4M | Buy |
739,226
+33,335
| +5% | +$3.63M | 0.9% | 18 |
|
|
2018
Q3 | $86.3M | Sell |
705,891
-1,047
| -0.1% | -$128K | 0.79% | 20 |
|
|
2018
Q2 | $89.4M | Sell |
706,938
-16,524
| -2% | -$2.09M | 0.92% | 16 |
|
|
2018
Q1 | $82.2M | Sell |
723,462
-13,650
| -2% | -$1.55M | 0.86% | 20 |
|
|
2017
Q4 | $92.3M | Sell |
737,112
-5,077
| -0.7% | -$636K | 0.95% | 14 |
|
|
2017
Q3 | $87.2M | Buy |
742,189
+17,534
| +2% | +$2.06M | 0.98% | 13 |
|
|
2017
Q2 | $75.5M | Sell |
724,655
-5,183
| -0.7% | -$540K | 0.89% | 16 |
|
|
2017
Q1 | $78.4M | Buy |
729,838
+7,695
| +1% | +$826K | 0.93% | 16 |
|
|
2016
Q4 | $85M | Buy |
722,143
+12,314
| +2% | +$1.45M | 1.03% | 10 |
|
|
2016
Q3 | $73.1M | Sell |
709,829
-11,295
| -2% | -$1.16M | 0.95% | 15 |
|
|
2016
Q2 | $75.6M | Buy |
721,124
+33,034
| +5% | +$3.46M | 1.02% | 11 |
|
|
2016
Q1 | $65.6M | Buy |
688,090
+56,170
| +9% | +$5.36M | 0.94% | 14 |
|
|
2015
Q4 | $56.8M | Sell |
631,920
-16,585
| -3% | -$1.49M | 0.81% | 20 |
|
|
2015
Q3 | $51.3M | Sell |
648,505
-37,826
| -6% | -$2.99M | 0.78% | 17 |
|
|
2015
Q2 | $66.2M | Buy |
686,331
+2,213
| +0.3% | +$213K | 0.94% | 14 |
|
|
2015
Q1 | $71.8M | Sell |
684,118
-86,882
| -11% | -$9.12M | 0.99% | 12 |
|
|
2014
Q4 | $86.5M | Sell |
771,000
-12,296
| -2% | -$1.38M | 1.19% | 8 |
|
|
2014
Q3 | $93.5M | Sell |
783,296
-3,575
| -0.5% | -$427K | 1.31% | 6 |
|
|
2014
Q2 | $103M | Sell |
786,871
-35,170
| -4% | -$4.59M | 1.43% | 6 |
|
|
2014
Q1 | $97.8M | Sell |
822,041
-24,215
| -3% | -$2.88M | 1.39% | 6 |
|
|
2013
Q4 | $106M | Sell |
846,256
-25,883
| -3% | -$3.23M | 1.51% | 4 |
|
|
2013
Q3 | $106M | Sell |
872,139
-28,597
| -3% | -$3.47M | 1.62% | 3 |
|
|
2013
Q2 | $107M | Buy |
+900,736
| New | +$107M | 1.65% | 3 |
|