Optimum 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 | $572K | Sell |
3,992
-260
| -6% | -$37.2K | 0.25% | 80 |
|
|
2025
Q1 | $711K | Buy |
4,252
+410
| +11% | +$68.6K | 0.33% | 68 |
|
|
2024
Q4 | $556K | Sell |
3,842
-1,650
| -30% | -$239K | 0.25% | 82 |
|
|
2024
Q3 | $809K | Sell |
5,492
-375
| -6% | -$55.2K | 0.35% | 62 |
|
|
2024
Q2 | $918K | Sell |
5,867
-120
| -2% | -$18.8K | 0.41% | 55 |
|
|
2024
Q1 | $944K | Buy |
5,987
+101
| +2% | +$15.9K | 0.43% | 54 |
|
|
2023
Q4 | $878K | Sell |
5,886
-699
| -11% | -$104K | 0.44% | 51 |
|
|
2023
Q3 | $1.11M | Sell |
6,585
-339
| -5% | -$57.2K | 0.57% | 38 |
|
|
2023
Q2 | $1.09M | Sell |
6,924
-99
| -1% | -$15.6K | 0.53% | 41 |
|
|
2023
Q1 | $1.15M | Buy |
7,023
+201
| +3% | +$32.8K | 0.6% | 36 |
|
|
2022
Q4 | $1.22M | Sell |
6,822
-709
| -9% | -$127K | 0.66% | 29 |
|
|
2022
Q3 | $1.08M | Buy |
7,531
+101
| +1% | +$14.5K | 0.58% | 38 |
|
|
2022
Q2 | $1.08M | Sell |
7,430
-75
| -1% | -$10.9K | 0.54% | 44 |
|
|
2022
Q1 | $1.22M | Hold |
7,505
| – | – | 0.51% | 46 |
|
|
2021
Q4 | $881K | Buy |
7,505
+145
| +2% | +$17K | 0.34% | 64 |
|
|
2021
Q3 | $747K | Sell |
7,360
-2,383
| -24% | -$242K | 0.31% | 71 |
|
|
2021
Q2 | $1.02M | Sell |
9,743
-222
| -2% | -$23.2K | 0.32% | 70 |
|
|
2021
Q1 | $1.04M | Sell |
9,965
-510
| -5% | -$53.4K | 0.31% | 73 |
|
|
2020
Q4 | $885K | Sell |
10,475
-2,822
| -21% | -$238K | 0.27% | 87 |
|
|
2020
Q3 | $957K | Sell |
13,297
-1,595
| -11% | -$115K | 0.32% | 70 |
|
|
2020
Q2 | $1.33M | Sell |
14,892
-457
| -3% | -$40.8K | 0.46% | 50 |
|
|
2020
Q1 | $1.11M | Sell |
15,349
-1,757
| -10% | -$127K | 0.46% | 52 |
|
|
2019
Q4 | $2.06M | Sell |
17,106
-1,150
| -6% | -$139K | 0.61% | 31 |
|
|
2019
Q3 | $2.17M | Buy |
18,256
+564
| +3% | +$66.9K | 0.68% | 27 |
|
|
2019
Q2 | $2.2M | Sell |
17,692
-1,045
| -6% | -$130K | 0.71% | 25 |
|
|
2019
Q1 | $2.31M | Sell |
18,737
-535
| -3% | -$65.9K | 0.76% | 27 |
|
|
2018
Q4 | $2.1M | Sell |
19,272
-455
| -2% | -$49.5K | 0.72% | 31 |
|
|
2018
Q3 | $2.41M | Buy |
19,727
+135
| +0.7% | +$16.5K | 0.67% | 29 |
|
|
2018
Q2 | $2.48M | Sell |
19,592
-385
| -2% | -$48.7K | 0.71% | 28 |
|
|
2018
Q1 | $2.28M | Sell |
19,977
-20
| -0.1% | -$2.28K | 0.67% | 29 |
|
|
2017
Q4 | $2.5M | Buy |
19,997
+195
| +1% | +$24.4K | 0.8% | 29 |
|
|
2017
Q3 | $2.33M | Buy |
19,802
+2,192
| +12% | +$258K | 0.78% | 29 |
|
|
2017
Q2 | $1.84M | Buy |
17,610
+163
| +0.9% | +$17K | 0.64% | 41 |
|
|
2017
Q1 | $1.87M | Buy |
17,447
+651
| +4% | +$69.9K | 0.66% | 36 |
|
|
2016
Q4 | $1.98M | Buy |
16,796
+515
| +3% | +$60.6K | 0.74% | 33 |
|
|
2016
Q3 | $1.68M | Sell |
16,281
-56
| -0.3% | -$5.77K | 0.63% | 39 |
|
|
2016
Q2 | $1.71M | Buy |
16,337
+175
| +1% | +$18.3K | 0.66% | 37 |
|
|
2016
Q1 | $1.54M | Sell |
16,162
-974
| -6% | -$92.9K | 0.61% | 42 |
|
|
2015
Q4 | $1.54M | Sell |
17,136
-105
| -0.6% | -$9.45K | 0.6% | 41 |
|
|
2015
Q3 | $1.36M | Buy |
+17,241
| New | +$1.36M | 0.55% | 45 |
|
|
2015
Q1 | $2.9M | Sell |
27,639
-1,195
| -4% | -$125K | 0.92% | 18 |
|
|
2014
Q4 | $3.24M | Buy |
28,834
+75
| +0.3% | +$8.42K | 1.04% | 14 |
|
|
2014
Q3 | $3.43M | Sell |
28,759
-450
| -2% | -$53.7K | 1.14% | 10 |
|
|
2014
Q2 | $3.81M | Buy |
29,209
+1,125
| +4% | +$147K | 1.23% | 8 |
|
|
2014
Q1 | $3.34M | Buy |
28,084
+546
| +2% | +$64.9K | 1.25% | 12 |
|
|
2013
Q4 | $3.44M | Sell |
27,538
-957
| -3% | -$120K | 1.29% | 10 |
|
|
2013
Q3 | $3.46M | Buy |
+28,495
| New | +$3.46M | 1.42% | 10 |
|