Northeast Financial Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
76,092
-600
| -0.8% | -$85.9K | 0.45% | 33 |
|
|
2025
Q1 | $12.8M | Sell |
76,692
-484
| -0.6% | -$81K | 0.57% | 28 |
|
|
2024
Q4 | $11.2M | Sell |
77,176
-1,143
| -1% | -$166K | 0.47% | 32 |
|
|
2024
Q3 | $11.5M | Buy |
78,319
+18
| +0% | +$2.65K | 0.5% | 31 |
|
|
2024
Q2 | $12.2M | Sell |
78,301
-400
| -0.5% | -$62.6K | 0.56% | 30 |
|
|
2024
Q1 | $12.4M | Buy |
78,701
+1,779
| +2% | +$281K | 0.61% | 29 |
|
|
2023
Q4 | $11.5M | Buy |
76,922
+915
| +1% | +$136K | 0.63% | 25 |
|
|
2023
Q3 | $12.8M | Sell |
76,007
-350
| -0.5% | -$59K | 0.8% | 23 |
|
|
2023
Q2 | $12M | Sell |
76,357
-3,007
| -4% | -$473K | 0.74% | 24 |
|
|
2023
Q1 | $12.9M | Buy |
79,364
+22
| +0% | +$3.59K | 0.83% | 24 |
|
|
2022
Q4 | $14.2M | Sell |
79,342
-6,003
| -7% | -$1.08M | 0.96% | 22 |
|
|
2022
Q3 | $12.3M | Sell |
85,345
-1,170
| -1% | -$168K | 0.9% | 23 |
|
|
2022
Q2 | $12.5M | Buy |
86,515
+1,090
| +1% | +$158K | 0.87% | 22 |
|
|
2022
Q1 | $13.9M | Buy |
85,425
+1,747
| +2% | +$284K | 0.81% | 26 |
|
|
2021
Q4 | $9.82M | Buy |
83,678
+13,238
| +19% | +$1.55M | 0.59% | 32 |
|
|
2021
Q3 | $7.15M | Sell |
70,440
-33,244
| -32% | -$3.37M | 0.48% | 38 |
|
|
2021
Q2 | $10.9M | Buy |
103,684
+20
| +0% | +$2.1K | 0.73% | 28 |
|
|
2021
Q1 | $10.9M | Buy |
103,664
+190
| +0.2% | +$19.9K | 0.83% | 26 |
|
|
2020
Q4 | $8.74M | Buy |
103,474
+1,165
| +1% | +$98.4K | 0.72% | 29 |
|
|
2020
Q3 | $7.37M | Sell |
102,309
-163
| -0.2% | -$11.7K | 0.67% | 28 |
|
|
2020
Q2 | $9.14M | Sell |
102,472
-1,164
| -1% | -$104K | 0.88% | 23 |
|
|
2020
Q1 | $7.51M | Buy |
103,636
+3,431
| +3% | +$249K | 0.85% | 27 |
|
|
2019
Q4 | $12.1M | Sell |
100,205
-4,205
| -4% | -$507K | 1.08% | 22 |
|
|
2019
Q3 | $12.4M | Buy |
104,410
+438
| +0.4% | +$51.9K | 1.26% | 16 |
|
|
2019
Q2 | $12.9M | Sell |
103,972
-12
| -0% | -$1.49K | 1.33% | 15 |
|
|
2019
Q1 | $12.8M | Sell |
103,984
-313
| -0.3% | -$38.6K | 1.42% | 14 |
|
|
2018
Q4 | $11.3M | Buy |
104,297
+57,342
| +122% | +$6.24M | 1.58% | 13 |
|
|
2018
Q3 | $5.74M | Sell |
46,955
-9,095
| -16% | -$1.11M | 1.58% | 16 |
|
|
2018
Q2 | $7.09M | Hold |
56,050
| – | – | 2.18% | 9 |
|
|
2018
Q1 | $6.39M | Hold |
56,050
| – | – | 2.15% | 10 |
|
|
2017
Q4 | $7.02M | Hold |
56,050
| – | – | 2.33% | 10 |
|
|
2017
Q3 | $6.59M | Sell |
56,050
-3,100
| -5% | -$364K | 2.41% | 7 |
|
|
2017
Q2 | $6.17M | Sell |
59,150
-1,124
| -2% | -$117K | 2.43% | 6 |
|
|
2017
Q1 | $6.47M | Hold |
60,274
| – | – | 2.7% | 5 |
|
|
2016
Q4 | $7.09M | Sell |
60,274
-1,800
| -3% | -$212K | 3.17% | 5 |
|
|
2016
Q3 | $6.39M | Hold |
62,074
| – | – | 2.7% | 6 |
|
|
2016
Q2 | $6.51M | Buy |
62,074
+4,000
| +7% | +$419K | 2.89% | 7 |
|
|
2016
Q1 | $5.54M | Sell |
58,074
-300
| -0.5% | -$28.6K | 2.91% | 6 |
|
|
2015
Q4 | $5.25M | Buy |
58,374
+11,050
| +23% | +$994K | 2.73% | 6 |
|
|
2015
Q3 | $3.73M | Sell |
47,324
-1,000
| -2% | -$78.9K | 1.9% | 12 |
|
|
2015
Q2 | $4.66M | Buy |
48,324
+600
| +1% | +$57.9K | 2.09% | 9 |
|
|
2015
Q1 | $5.01M | Hold |
47,724
| – | – | 2.28% | 7 |
|
|
2014
Q4 | $5.35M | Hold |
47,724
| – | – | 2.82% | 6 |
|
|
2014
Q3 | $5.69M | Hold |
47,724
| – | – | 3.12% | 4 |
|
|
2014
Q2 | $6.23M | Buy |
47,724
+1,124
| +2% | +$147K | 3.53% | 5 |
|
|
2014
Q1 | $5.54M | Sell |
46,600
-840
| -2% | -$99.9K | 3.26% | 5 |
|
|
2013
Q4 | $5.93M | Buy |
+47,440
| New | +$5.93M | 3.96% | 3 |
|