POIA
Pin Oak Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
12,497
-242
| -2% | -$40.5K | 1.77% | 14 |
|
|
2025
Q1 | $2.12M | Sell |
12,739
-128
| -1% | -$21.3K | 1.61% | 17 |
|
|
2024
Q4 | $1.9M | Hold |
12,867
| – | – | 1.72% | 13 |
|
|
2024
Q3 | $1.89M | Sell |
12,867
-400
| -3% | -$58.9K | 1.72% | 13 |
|
|
2024
Q2 | $2.08M | Buy |
13,267
+125
| +1% | +$19.6K | 1.98% | 12 |
|
|
2024
Q1 | $2.07M | Sell |
13,142
-125
| -0.9% | -$19.7K | 1.99% | 12 |
|
|
2023
Q4 | $1.98M | Buy |
13,267
+125
| +1% | +$18.6K | 2.01% | 12 |
|
|
2023
Q3 | $2.22M | Sell |
13,142
-19
| -0.1% | -$3.2K | 2.5% | 8 |
|
|
2023
Q2 | $2.07M | Sell |
13,161
-131
| -1% | -$20.6K | 2.3% | 11 |
|
|
2023
Q1 | $2.17M | Sell |
13,292
-230
| -2% | -$37.5K | 2.68% | 10 |
|
|
2022
Q4 | $2.43M | Sell |
13,522
-575
| -4% | -$103K | 2.99% | 8 |
|
|
2022
Q3 | $2.03M | Sell |
14,097
-250
| -2% | -$35.9K | 2.54% | 10 |
|
|
2022
Q2 | $2.08M | Sell |
14,347
-125
| -0.9% | -$18.1K | 2.54% | 9 |
|
|
2022
Q1 | $2.36M | Sell |
14,472
-4,380
| -23% | -$713K | 2.52% | 9 |
|
|
2021
Q4 | $2.21M | Hold |
18,852
| – | – | 2.24% | 11 |
|
|
2021
Q3 | $1.91M | Sell |
18,852
-100
| -0.5% | -$10.1K | 2.11% | 15 |
|
|
2021
Q2 | $1.99M | Buy |
18,952
+7,182
| +61% | +$752K | 2.02% | 15 |
|
|
2021
Q1 | $1.23M | Hold |
11,770
| – | – | 1.05% | 30 |
|
|
2020
Q4 | $994K | Buy |
11,770
+984
| +9% | +$83.1K | 0.82% | 38 |
|
|
2020
Q3 | $777K | Buy |
10,786
+2,144
| +25% | +$154K | 0.75% | 39 |
|
|
2020
Q2 | $771K | Buy |
8,642
+150
| +2% | +$13.4K | 0.72% | 41 |
|
|
2020
Q1 | $615K | Sell |
8,492
-36
| -0.4% | -$2.61K | 0.64% | 46 |
|
|
2019
Q4 | $1.03M | Sell |
8,528
-235
| -3% | -$28.3K | 0.83% | 40 |
|
|
2019
Q3 | $1.04M | Sell |
8,763
-830
| -9% | -$98.4K | 0.85% | 42 |
|
|
2019
Q2 | $1.19M | Buy |
9,593
+1,365
| +17% | +$170K | 0.93% | 44 |
|
|
2019
Q1 | $1.01M | Sell |
8,228
-443
| -5% | -$54.6K | 0.81% | 46 |
|
|
2018
Q4 | $943K | Buy |
8,671
+84
| +1% | +$9.14K | 0.84% | 45 |
|
|
2018
Q3 | $1.05M | Sell |
8,587
-515
| -6% | -$63K | 0.79% | 44 |
|
|
2018
Q2 | $1.15M | Sell |
9,102
-466
| -5% | -$58.9K | 0.85% | 44 |
|
|
2018
Q1 | $1.09M | Sell |
9,568
-1,333
| -12% | -$152K | 0.88% | 41 |
|
|
2017
Q4 | $1.37M | Buy |
+10,901
| New | +$1.37M | 1.05% | 36 |
|