Operose 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 | $960K | Buy |
6,703
+90
| +1% | +$12.9K | 0.27% | 51 |
|
|
2025
Q1 | $1.11M | Sell |
6,613
-19
| -0.3% | -$3.18K | 0.37% | 42 |
|
|
2024
Q4 | $961K | Buy |
6,632
+1,932
| +41% | +$280K | 0.33% | 41 |
|
|
2024
Q3 | $692K | Buy |
4,700
+458
| +11% | +$67.5K | 0.22% | 66 |
|
|
2024
Q2 | $664K | Sell |
4,242
-224
| -5% | -$35K | 0.24% | 59 |
|
|
2024
Q1 | $704K | Buy |
4,466
+3,530
| +377% | +$557K | 0.24% | 63 |
|
|
2023
Q4 | $140K | Sell |
936
-1,295
| -58% | -$193K | 0.06% | 134 |
|
|
2023
Q3 | $376K | Buy |
2,231
+1,997
| +853% | +$337K | 0.15% | 65 |
|
|
2023
Q2 | $36.8K | Hold |
234
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $38.2K | Buy |
234
+104
| +80% | +$17K | 0.02% | 174 |
|
|
2022
Q4 | $23.3K | Sell |
130
-442
| -77% | -$79.3K | 0.01% | 209 |
|
|
2022
Q3 | $82K | Buy |
572
+155
| +37% | +$22.2K | 0.05% | 118 |
|
|
2022
Q2 | $60K | Hold |
417
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $68K | Buy |
417
+110
| +36% | +$17.9K | 0.05% | 128 |
|
|
2021
Q4 | $36K | Buy |
+307
| New | +$36K | 0.03% | 156 |
|