OneDigital Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Sell |
57,690
-1,295
| -2% | -$185K | 0.09% | 183 |
|
|
2025
Q1 | $9.87M | Sell |
58,985
-1,448
| -2% | -$242K | 0.12% | 154 |
|
|
2024
Q4 | $8.75M | Sell |
60,433
-3,772
| -6% | -$546K | 0.1% | 163 |
|
|
2024
Q3 | $9.46M | Buy |
64,205
+138
| +0.2% | +$20.3K | 0.11% | 162 |
|
|
2024
Q2 | $10M | Buy |
64,067
+19,321
| +43% | +$3.02M | 0.13% | 142 |
|
|
2024
Q1 | $7.06M | Sell |
44,746
-2,244
| -5% | -$354K | 0.11% | 167 |
|
|
2023
Q4 | $7.01M | Buy |
46,990
+5,979
| +15% | +$892K | 0.12% | 151 |
|
|
2023
Q3 | $6.92M | Buy |
41,011
+1,964
| +5% | +$331K | 0.15% | 130 |
|
|
2023
Q2 | $6.14M | Sell |
39,047
-213
| -0.5% | -$33.5K | 0.14% | 132 |
|
|
2023
Q1 | $6.41M | Sell |
39,260
-64
| -0.2% | -$10.4K | 0.15% | 125 |
|
|
2022
Q4 | $7.06M | Buy |
39,324
+1,284
| +3% | +$230K | 0.2% | 98 |
|
|
2022
Q3 | $5.47M | Buy |
38,040
+2,673
| +8% | +$384K | 0.2% | 78 |
|
|
2022
Q2 | $5.12M | Buy |
35,367
+4,585
| +15% | +$664K | 0.22% | 68 |
|
|
2022
Q1 | $5.01M | Buy |
30,782
+6,963
| +29% | +$1.13M | 0.19% | 78 |
|
|
2021
Q4 | $2.8M | Buy |
23,819
+2,088
| +10% | +$245K | 0.1% | 127 |
|
|
2021
Q3 | $2.21M | Buy |
21,731
+2,999
| +16% | +$304K | 0.09% | 147 |
|
|
2021
Q2 | $1.96M | Buy |
18,732
+2,636
| +16% | +$276K | 0.08% | 165 |
|
|
2021
Q1 | $1.69M | Sell |
16,096
-829
| -5% | -$86.9K | 0.08% | 170 |
|
|
2020
Q4 | $1.45M | Sell |
16,925
-4,735
| -22% | -$405K | 0.08% | 185 |
|
|
2020
Q3 | $1.56M | Sell |
21,660
-6,624
| -23% | -$476K | 0.11% | 152 |
|
|
2020
Q2 | $2.53M | Buy |
28,284
+1,935
| +7% | +$173K | 0.18% | 110 |
|
|
2020
Q1 | $1.99M | Buy |
26,349
+3,492
| +15% | +$264K | 0.18% | 114 |
|
|
2019
Q4 | $2.75M | Buy |
22,857
+2,604
| +13% | +$314K | 0.22% | 103 |
|
|
2019
Q3 | $2.4M | Buy |
20,253
+4,765
| +31% | +$565K | 0.22% | 102 |
|
|
2019
Q2 | $1.93M | Buy |
15,488
+6,216
| +67% | +$773K | 0.15% | 92 |
|
|
2019
Q1 | $1.12M | Buy |
9,272
+45
| +0.5% | +$5.46K | 0.16% | 104 |
|
|
2018
Q4 | $1M | Buy |
9,227
+576
| +7% | +$62.6K | 0.17% | 105 |
|
|
2018
Q3 | $1.06M | Buy |
8,651
+1,614
| +23% | +$197K | 0.25% | 59 |
|
|
2018
Q2 | $889K | Buy |
7,037
+622
| +10% | +$78.6K | 0.19% | 81 |
|
|
2018
Q1 | $732K | Sell |
6,415
-261
| -4% | -$29.8K | 0.16% | 95 |
|
|
2017
Q4 | $836K | Buy |
6,676
+3,912
| +142% | +$490K | 0.1% | 88 |
|
|
2017
Q3 | $325K | Sell |
2,764
-3,595
| -57% | -$423K | 0.12% | 106 |
|
|
2017
Q2 | $663K | Buy |
+6,359
| New | +$663K | 0.2% | 85 |
|