Perennial 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 | $1.9M | Buy |
13,288
+318
| +2% | +$45.5K | 0.18% | 108 |
|
|
2025
Q1 | $2.17M | Sell |
12,970
-963
| -7% | -$161K | 0.24% | 78 |
|
|
2024
Q4 | $2.02M | Sell |
13,933
-588
| -4% | -$85.2K | 0.24% | 79 |
|
|
2024
Q3 | $2.14M | Buy |
14,521
+103
| +0.7% | +$15.2K | 0.28% | 68 |
|
|
2024
Q2 | $2.26M | Sell |
14,418
-139
| -1% | -$21.7K | 0.32% | 63 |
|
|
2024
Q1 | $2.3M | Buy |
14,557
+910
| +7% | +$144K | 0.35% | 58 |
|
|
2023
Q4 | $2.04M | Buy |
13,647
+110
| +0.8% | +$16.4K | 0.34% | 63 |
|
|
2023
Q3 | $2.28M | Sell |
13,537
-271
| -2% | -$45.7K | 0.41% | 58 |
|
|
2023
Q2 | $2.17M | Sell |
13,808
-256
| -2% | -$40.3K | 0.38% | 57 |
|
|
2023
Q1 | $2.29M | Buy |
14,064
+9,616
| +216% | +$1.57M | 0.43% | 58 |
|
|
2022
Q4 | $798K | Buy |
4,448
+20
| +0.5% | +$3.59K | 0.32% | 61 |
|
|
2022
Q3 | $636K | Buy |
4,428
+416
| +10% | +$59.8K | 0.29% | 68 |
|
|
2022
Q2 | $582K | Sell |
4,012
-773
| -16% | -$112K | 0.23% | 84 |
|
|
2022
Q1 | $777K | Buy |
4,785
+327
| +7% | +$53.1K | 0.25% | 82 |
|
|
2021
Q4 | $523K | Buy |
4,458
+464
| +12% | +$54.4K | 0.16% | 110 |
|
|
2021
Q3 | $407K | Buy |
3,994
+323
| +9% | +$32.9K | 0.14% | 130 |
|
|
2021
Q2 | $385K | Buy |
3,671
+1,098
| +43% | +$115K | 0.14% | 128 |
|
|
2021
Q1 | $270K | Buy |
+2,573
| New | +$270K | 0.11% | 151 |
|