Pettinga Financial 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 | $448K | Buy |
3,126
+101
| +3% | +$14.5K | 0.1% | 92 |
|
|
2025
Q1 | $506K | Buy |
3,025
+52
| +2% | +$8.7K | 0.12% | 78 |
|
|
2024
Q4 | $431K | Buy |
2,973
+1
| +0% | +$145 | 0.1% | 88 |
|
|
2024
Q3 | $438K | Buy |
2,972
+272
| +10% | +$40.1K | 0.1% | 84 |
|
|
2024
Q2 | $422K | Buy |
2,700
+1
| +0% | +$156 | 0.11% | 82 |
|
|
2024
Q1 | $426K | Buy |
2,699
+2
| +0.1% | +$315 | 0.11% | 84 |
|
|
2023
Q4 | $402K | Buy |
2,697
+341
| +14% | +$50.9K | 0.11% | 86 |
|
|
2023
Q3 | $397K | Buy |
2,356
+1
| +0% | +$169 | 0.12% | 73 |
|
|
2023
Q2 | $371K | Buy |
2,355
+1
| +0% | +$157 | 0.11% | 74 |
|
|
2023
Q1 | $384K | Buy |
2,354
+136
| +6% | +$22.2K | 0.12% | 74 |
|
|
2022
Q4 | $398K | Sell |
2,218
-50
| -2% | -$8.98K | 0.13% | 73 |
|
|
2022
Q3 | $326K | Sell |
2,268
-25
| -1% | -$3.59K | 0.11% | 76 |
|
|
2022
Q2 | $332K | Sell |
2,293
-50
| -2% | -$7.24K | 0.1% | 82 |
|
|
2022
Q1 | $382K | Sell |
2,343
-53
| -2% | -$8.64K | 0.1% | 79 |
|
|
2021
Q4 | $281K | Sell |
2,396
-308
| -11% | -$36.1K | 0.07% | 91 |
|
|
2021
Q3 | $274K | Buy |
2,704
+150
| +6% | +$15.2K | 0.07% | 88 |
|
|
2021
Q2 | $268K | Hold |
2,554
| – | – | 0.07% | 91 |
|
|
2021
Q1 | $268K | Sell |
2,554
-20
| -0.8% | -$2.1K | 0.08% | 83 |
|
|
2020
Q4 | $217K | Sell |
2,574
-2,210
| -46% | -$186K | 0.08% | 83 |
|
|
2020
Q3 | $344K | Sell |
4,784
-375
| -7% | -$27K | 0.15% | 62 |
|
|
2020
Q2 | $460K | Sell |
5,159
-710
| -12% | -$63.3K | 0.22% | 49 |
|
|
2020
Q1 | $425K | Sell |
5,869
-105
| -2% | -$7.6K | 0.29% | 46 |
|
|
2019
Q4 | $720K | Buy |
5,974
+631
| +12% | +$76.1K | 0.38% | 45 |
|
|
2019
Q3 | $634K | Buy |
5,343
+1,946
| +57% | +$231K | 0.34% | 49 |
|
|
2019
Q2 | $423K | Buy |
3,397
+51
| +2% | +$6.35K | 0.22% | 61 |
|
|
2019
Q1 | $412K | Sell |
3,346
-120
| -3% | -$14.8K | 0.22% | 60 |
|
|
2018
Q4 | $377K | Buy |
+3,466
| New | +$377K | 0.25% | 59 |
|