Opus Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
3,739
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $625K | Buy |
3,739
+46
| +1% | +$7.69K | 0.08% | 63 |
|
|
2024
Q4 | $535K | Sell |
3,693
-528
| -13% | -$76.5K | 0.07% | 70 |
|
|
2024
Q3 | $622K | Sell |
4,221
-371
| -8% | -$54.7K | 0.08% | 66 |
|
|
2024
Q2 | $718K | Sell |
4,592
-183
| -4% | -$28.6K | 0.1% | 63 |
|
|
2024
Q1 | $753K | Sell |
4,775
-475
| -9% | -$74.9K | 0.11% | 62 |
|
|
2023
Q4 | $783K | Sell |
5,250
-30
| -0.6% | -$4.47K | 0.13% | 55 |
|
|
2023
Q3 | $890K | Sell |
5,280
-451
| -8% | -$76K | 0.16% | 47 |
|
|
2023
Q2 | $902K | Hold |
5,731
| – | – | 0.16% | 50 |
|
|
2023
Q1 | $935K | Sell |
5,731
-51
| -0.9% | -$8.32K | 0.17% | 45 |
|
|
2022
Q4 | $1.04M | Buy |
5,782
+610
| +12% | +$110K | 0.2% | 41 |
|
|
2022
Q3 | $743K | Buy |
5,172
+387
| +8% | +$55.6K | 0.16% | 46 |
|
|
2022
Q2 | $693K | Sell |
4,785
-18
| -0.4% | -$2.61K | 0.14% | 53 |
|
|
2022
Q1 | $782K | Sell |
4,803
-68
| -1% | -$11.1K | 0.15% | 52 |
|
|
2021
Q4 | $572K | Sell |
4,871
-44
| -0.9% | -$5.17K | 0.12% | 60 |
|
|
2021
Q3 | $499K | Sell |
4,915
-1,250
| -20% | -$127K | 0.11% | 59 |
|
|
2021
Q2 | $646K | Sell |
6,165
-460
| -7% | -$48.2K | 0.15% | 59 |
|
|
2021
Q1 | $694K | Sell |
6,625
-990
| -13% | -$104K | 0.17% | 56 |
|
|
2020
Q4 | $643K | Sell |
7,615
-300
| -4% | -$25.3K | 0.16% | 63 |
|
|
2020
Q3 | $570K | Sell |
7,915
-985
| -11% | -$70.9K | 0.17% | 63 |
|
|
2020
Q2 | $794K | Sell |
8,900
-85
| -0.9% | -$7.58K | 0.24% | 50 |
|
|
2020
Q1 | $651K | Buy |
8,985
+458
| +5% | +$33.2K | 0.23% | 53 |
|
|
2019
Q4 | $1.03M | Sell |
8,527
-22
| -0.3% | -$2.65K | 0.3% | 44 |
|
|
2019
Q3 | $1.01M | Buy |
8,549
+18
| +0.2% | +$2.14K | 0.31% | 42 |
|
|
2019
Q2 | $1.06M | Buy |
8,531
+1,063
| +14% | +$132K | 0.32% | 40 |
|
|
2019
Q1 | $920K | Buy |
7,468
+2,210
| +42% | +$272K | 0.25% | 77 |
|
|
2018
Q4 | $572K | Sell |
5,258
-44
| -0.8% | -$4.79K | 0.12% | 135 |
|
|
2018
Q3 | $649K | Sell |
5,302
-255
| -5% | -$31.2K | 0.15% | 128 |
|
|
2018
Q2 | $703K | Hold |
5,557
| – | – | 0.17% | 121 |
|
|
2018
Q1 | $634K | Buy |
5,557
+2,555
| +85% | +$292K | 0.16% | 123 |
|
|
2017
Q4 | $376K | Buy |
3,002
+1,230
| +69% | +$154K | 0.08% | 167 |
|
|
2017
Q3 | $208K | Buy |
+1,772
| New | +$208K | 0.05% | 217 |
|
|
2017
Q2 | – | Sell |
-4,099
| Closed | -$440K | – | 232 |
|
|
2017
Q1 | $440K | Hold |
4,099
| – | – | 0.06% | 143 |
|
|
2016
Q4 | $482K | Buy |
4,099
+157
| +4% | +$18.5K | 0.07% | 126 |
|
|
2016
Q3 | $406K | Buy |
3,942
+114
| +3% | +$11.7K | 0.08% | 136 |
|
|
2016
Q2 | $402K | Sell |
3,828
-200
| -5% | -$21K | 0.09% | 140 |
|
|
2016
Q1 | $384K | Buy |
4,028
+43
| +1% | +$4.1K | 0.08% | 149 |
|
|
2015
Q4 | $358K | Sell |
3,985
-162
| -4% | -$14.6K | 0.06% | 197 |
|
|
2015
Q3 | $327K | Sell |
4,147
-19,463
| -82% | -$1.53M | 0.06% | 200 |
|
|
2015
Q2 | $2.28M | Buy |
23,610
+7,465
| +46% | +$720K | 0.36% | 100 |
|
|
2015
Q1 | $1.7M | Buy |
16,145
+1,655
| +11% | +$174K | 0.27% | 102 |
|
|
2014
Q4 | $1.63M | Sell |
14,490
-1,093
| -7% | -$123K | 0.24% | 104 |
|
|
2014
Q3 | $1.86M | Sell |
15,583
-15,103
| -49% | -$1.8M | 0.26% | 100 |
|
|
2014
Q2 | $4.01M | Buy |
30,686
+1,310
| +4% | +$171K | 0.28% | 79 |
|
|
2014
Q1 | $3.49M | Buy |
29,376
+15,148
| +106% | +$1.8M | 0.25% | 73 |
|
|
2013
Q4 | $1.78M | Buy |
+14,228
| New | +$1.78M | 0.1% | 94 |
|