Personal Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $98.3M | Buy |
547,707
+6,010
| +1% | +$1.08M | 0.48% | 42 |
|
|
2022
Q3 | $77.8M | Buy |
541,697
+13,376
| +3% | +$1.92M | 0.42% | 50 |
|
|
2022
Q2 | $76.5M | Sell |
528,321
-257,331
| -33% | -$37.3M | 0.4% | 47 |
|
|
2022
Q1 | $128M | Sell |
785,652
-5,584
| -0.7% | -$909K | 0.6% | 32 |
|
|
2021
Q4 | $93M | Buy |
791,236
+9,408
| +1% | +$1.11M | 0.43% | 47 |
|
|
2021
Q3 | $79.3M | Buy |
781,828
+23,017
| +3% | +$2.34M | 0.4% | 49 |
|
|
2021
Q2 | $79.5M | Buy |
758,811
+16,343
| +2% | +$1.71M | 0.41% | 47 |
|
|
2021
Q1 | $77.8M | Buy |
742,468
+23,696
| +3% | +$2.48M | 0.45% | 43 |
|
|
2020
Q4 | $60.7M | Sell |
718,772
-46,744
| -6% | -$3.95M | 0.39% | 53 |
|
|
2020
Q3 | $55.1M | Buy |
765,516
+69,774
| +10% | +$5.02M | 0.42% | 51 |
|
|
2020
Q2 | $62.1M | Buy |
695,742
+225,667
| +48% | +$20.1M | 0.51% | 32 |
|
|
2020
Q1 | $29M | Buy |
470,075
+38,106
| +9% | +$2.35M | 0.29% | 82 |
|
|
2019
Q4 | $52.1M | Buy |
431,969
+23,792
| +6% | +$2.87M | 0.44% | 51 |
|
|
2019
Q3 | $48.4M | Buy |
408,177
+16,912
| +4% | +$2.01M | 0.46% | 47 |
|
|
2019
Q2 | $48.7M | Buy |
391,265
+18,263
| +5% | +$2.27M | 0.49% | 40 |
|
|
2019
Q1 | $45.9M | Buy |
373,002
+15,734
| +4% | +$1.94M | 0.52% | 39 |
|
|
2018
Q4 | $38.9M | Buy |
357,268
+12,735
| +4% | +$1.39M | 0.52% | 42 |
|
|
2018
Q3 | $42.1M | Buy |
344,533
+15,205
| +5% | +$1.86M | 0.54% | 34 |
|
|
2018
Q2 | $41.6M | Buy |
329,328
+15,044
| +5% | +$1.9M | 0.59% | 30 |
|
|
2018
Q1 | $35.8M | Buy |
314,284
+18,057
| +6% | +$2.06M | 0.56% | 32 |
|
|
2017
Q4 | $37.1M | Buy |
296,227
+14,555
| +5% | +$1.82M | 0.63% | 29 |
|
|
2017
Q3 | $33.1M | Buy |
281,672
+7,999
| +3% | +$940K | 0.64% | 28 |
|
|
2017
Q2 | $28.6M | Buy |
273,673
+18,233
| +7% | +$1.9M | 0.63% | 36 |
|
|
2017
Q1 | $27.6M | Buy |
255,440
+24,346
| +11% | +$2.63M | 0.69% | 37 |
|
|
2016
Q4 | $27.2M | Buy |
231,094
+17,163
| +8% | +$2.02M | 0.81% | 23 |
|
|
2016
Q3 | $21.7M | Buy |
213,931
+17,538
| +9% | +$1.78M | 0.73% | 31 |
|
|
2016
Q2 | $20.6M | Buy |
196,393
+17,548
| +10% | +$1.84M | 0.79% | 24 |
|
|
2016
Q1 | $17.1M | Buy |
178,845
+35,630
| +25% | +$3.4M | 0.79% | 32 |
|
|
2015
Q4 | $12.9M | Buy |
143,215
+48,291
| +51% | +$4.34M | 0.71% | 48 |
|
|
2015
Q3 | $7.49M | Sell |
94,924
-6,297
| -6% | -$497K | 0.49% | 67 |
|
|
2015
Q2 | $9.84M | Buy |
101,221
+52,882
| +109% | +$5.14M | 0.68% | 56 |
|
|
2015
Q1 | $5.08M | Buy |
48,339
+42,620
| +745% | +$4.47M | 0.41% | 80 |
|
|
2014
Q4 | $642K | Buy |
5,719
+1,958
| +52% | +$220K | 0.07% | 119 |
|
|
2014
Q3 | $449K | Buy |
+3,761
| New | +$449K | 0.06% | 100 |
|