Perennial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $590K | Sell |
3,562
-364
| -9% | -$67.8K | 0.09% | 93 |
|
|
2026
Q1 | $812K | Sell |
3,926
-1
| -0% | -$182 | 0.14% | 76 |
|
|
2025
Q4 | $599K | Sell |
3,927
-262
| -6% | -$39.9K | 0.1% | 77 |
|
|
2025
Q3 | $651K | Sell |
4,189
-906
| -18% | -$140K | 0.11% | 73 |
|
|
2025
Q2 | $730K | Sell |
5,095
-89
| -2% | -$12.5K | 0.14% | 73 |
|
|
2025
Q1 | $867K | Buy |
+5,184
| New | +$812K | 0.17% | 68 |
|
|
2024
Q2 | $841K | Buy |
5,379
+247
| +5% | +$39.4K | 0.19% | 69 |
|
|
2024
Q1 | $809K | Buy |
5,132
+5
| +0.1% | +$755 | 0.19% | 70 |
|
|
2023
Q4 | $765K | Sell |
5,127
-39
| -0.8% | -$5.9K | 0.19% | 73 |
|
|
2023
Q3 | $871K | Buy |
5,166
+1
| +0% | +$162 | 0.23% | 66 |
|
|
2023
Q2 | $813K | Sell |
5,165
-1
| -0% | -$160 | 0.21% | 68 |
|
|
2023
Q1 | $843K | Buy |
5,166
+698
| +16% | +$117K | 0.24% | 62 |
|
|
2022
Q4 | $802K | Sell |
4,468
-72
| -2% | -$12.6K | 0.26% | 60 |
|
|
2022
Q3 | $652K | Sell |
4,540
-4
| -0.1% | -$610 | 0.21% | 61 |
|
|
2022
Q2 | $658K | Sell |
4,544
-9
| -0.2% | -$1.49K | 0.2% | 63 |
|
|
2022
Q1 | $741K | Sell |
4,553
-425
| -9% | -$61K | 0.2% | 63 |
|
|
2021
Q4 | $584K | Sell |
4,978
-26
| -0.5% | -$2.95K | 0.16% | 63 |
|
|
2021
Q3 | $508K | Sell |
5,004
-252
| -5% | -$25.1K | 0.15% | 65 |
|
|
2021
Q2 | $550K | Sell |
5,256
-6
| -0.1% | -$633 | 0.16% | 65 |
|
|
2021
Q1 | $551K | Buy |
5,262
+907
| +21% | +$88.6K | 0.17% | 63 |
|
|
2020
Q4 | $368K | Sell |
4,355
-421
| -9% | -$34.1K | 0.13% | 63 |
|
|
2020
Q3 | $344K | Buy |
4,776
+25
| +0.5% | +$2.1K | 0.14% | 63 |
|
|
2020
Q2 | $424K | Sell |
4,751
-2,069
| -30% | -$185K | 0.18% | 65 |
|
|
2020
Q1 | $494K | Sell |
6,820
-3,809
| -36% | -$376K | 0.28% | 60 |
|
|
2019
Q4 | $1.28M | Buy |
10,629
+343
| +3% | +$40.4K | 0.62% | 50 |
|
|
2019
Q3 | $1.22M | Buy |
10,286
+360
| +4% | +$43.7K | 0.63% | 51 |
|
|
2019
Q2 | $1.24M | Buy |
9,926
+745
| +8% | +$90.1K | 0.66% | 51 |
|
|
2019
Q1 | $1.13M | Buy |
9,181
+2,465
| +37% | +$292K | 0.64% | 52 |
|
|
2018
Q4 | $731K | Buy |
6,716
+1,450
| +28% | +$168K | 0.47% | 54 |
|
|
2018
Q3 | $644K | Buy |
5,266
+35
| +0.7% | +$4.25K | 0.37% | 59 |
|
|
2018
Q2 | $661K | Buy |
5,231
+182
| +4% | +$22.6K | 0.41% | 57 |
|
|
2018
Q1 | $576K | Buy |
5,049
+468
| +10% | +$55.9K | 0.36% | 60 |
|
|
2017
Q4 | $573K | Buy |
4,581
+152
| +3% | +$18K | 0.36% | 60 |
|
|
2017
Q3 | $520K | Buy |
4,429
+15
| +0.3% | +$1.64K | 0.35% | 58 |
|
|
2017
Q2 | $461K | Buy |
4,414
+142
| +3% | +$15K | 0.33% | 58 |
|
|
2017
Q1 | $459K | Buy |
4,272
+623
| +17% | +$69.9K | 0.35% | 58 |
|
|
2016
Q4 | $429K | Buy |
+3,649
| New | +$397K | 0.36% | 60 |
|
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