Oxford Financial 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 | $599K | Sell |
4,184
-207
| -5% | -$29.6K | 0.04% | 119 |
|
|
2025
Q1 | $735K | Sell |
4,391
-68
| -2% | -$11.4K | 0.05% | 100 |
|
|
2024
Q4 | $646K | Buy |
4,459
+13
| +0.3% | +$1.88K | 0.04% | 115 |
|
|
2024
Q3 | $655K | Sell |
4,446
-1,155
| -21% | -$170K | 0.04% | 111 |
|
|
2024
Q2 | $876K | Buy |
5,601
+990
| +21% | +$155K | 0.06% | 99 |
|
|
2024
Q1 | $727K | Sell |
4,611
-508
| -10% | -$80.1K | 0.05% | 100 |
|
|
2023
Q4 | $764K | Buy |
5,119
+837
| +20% | +$125K | 0.06% | 99 |
|
|
2023
Q3 | $722K | Sell |
4,282
-664
| -13% | -$112K | 0.06% | 96 |
|
|
2023
Q2 | $778K | Buy |
4,946
+963
| +24% | +$152K | 0.07% | 94 |
|
|
2023
Q1 | $650K | Buy |
3,983
+91
| +2% | +$14.8K | 0.07% | 90 |
|
|
2022
Q4 | $699K | Buy |
3,892
+520
| +15% | +$93.3K | 0.08% | 85 |
|
|
2022
Q3 | $485K | Sell |
3,372
-536
| -14% | -$77.1K | 0.07% | 101 |
|
|
2022
Q2 | $566K | Sell |
3,908
-2,255
| -37% | -$327K | 0.08% | 97 |
|
|
2022
Q1 | $1M | Sell |
6,163
-4,204
| -41% | -$684K | 0.13% | 74 |
|
|
2021
Q4 | $1.22M | Buy |
10,367
+92
| +0.9% | +$10.8K | 0.14% | 69 |
|
|
2021
Q3 | $1.04M | Sell |
10,275
-869
| -8% | -$88.1K | 0.13% | 72 |
|
|
2021
Q2 | $1.17M | Buy |
11,144
+731
| +7% | +$76.6K | 0.16% | 65 |
|
|
2021
Q1 | $1.09M | Sell |
10,413
-3,037
| -23% | -$318K | 0.15% | 61 |
|
|
2020
Q4 | $1.14M | Buy |
13,450
+499
| +4% | +$42.1K | 0.16% | 54 |
|
|
2020
Q3 | $932K | Sell |
12,951
-954
| -7% | -$68.7K | 0.15% | 59 |
|
|
2020
Q2 | $1.24M | Sell |
13,905
-56
| -0.4% | -$5K | 0.21% | 45 |
|
|
2020
Q1 | $1.01M | Buy |
+13,961
| New | +$1.01M | 0.2% | 52 |
|