Pinion 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 | $844K | Buy |
5,894
+232
| +4% | +$33.2K | 0.29% | 62 |
|
|
2025
Q1 | $947K | Buy |
5,662
+85
| +2% | +$14.2K | 0.21% | 72 |
|
|
2024
Q4 | $808K | Sell |
5,577
-5
| -0.1% | -$724 | 0.32% | 59 |
|
|
2024
Q3 | $822K | Buy |
5,582
+396
| +8% | +$58.3K | 0.34% | 58 |
|
|
2024
Q2 | $811K | Sell |
5,186
-252
| -5% | -$39.4K | 0.4% | 48 |
|
|
2024
Q1 | $858K | Buy |
5,438
+103
| +2% | +$16.2K | 0.45% | 45 |
|
|
2023
Q4 | $796K | Buy |
5,335
+1,740
| +48% | +$260K | 0.48% | 40 |
|
|
2023
Q3 | $606K | Sell |
3,595
-15
| -0.4% | -$2.53K | 0.39% | 56 |
|
|
2023
Q2 | $568K | Buy |
3,610
+1,100
| +44% | +$173K | 0.38% | 64 |
|
|
2023
Q1 | $410K | Sell |
2,510
-308
| -11% | -$50.3K | 0.38% | 71 |
|
|
2022
Q4 | $506K | Sell |
2,818
-1,050
| -27% | -$189K | 0.48% | 60 |
|
|
2022
Q3 | $556K | Buy |
3,868
+20
| +0.5% | +$2.88K | 0.49% | 55 |
|
|
2022
Q2 | $557K | Buy |
3,848
+299
| +8% | +$43.3K | 0.46% | 69 |
|
|
2022
Q1 | $578K | Sell |
3,549
-15
| -0.4% | -$2.44K | 0.4% | 78 |
|
|
2021
Q4 | $418K | Sell |
3,564
-247
| -6% | -$29K | 0.28% | 105 |
|
|
2021
Q3 | $387K | Buy |
3,811
+79
| +2% | +$8.02K | 0.31% | 102 |
|
|
2021
Q2 | $391K | Buy |
3,732
+1
| +0% | +$105 | 0.31% | 108 |
|
|
2021
Q1 | $391K | Buy |
+3,731
| New | +$391K | 0.36% | 102 |
|
|
2020
Q1 | – | Sell |
-4,484
| Closed | -$540K | – | 98 |
|
|
2019
Q4 | $540K | Buy |
4,484
+162
| +4% | +$19.5K | 1% | 36 |
|
|
2019
Q3 | $513K | Buy |
4,322
+533
| +14% | +$63.3K | 1.05% | 33 |
|
|
2019
Q2 | $472K | Sell |
3,789
-1,454
| -28% | -$181K | 1.01% | 37 |
|
|
2019
Q1 | $646K | Buy |
5,243
+286
| +6% | +$35.2K | 1.13% | 22 |
|
|
2018
Q4 | $539K | Buy |
4,957
+1,159
| +31% | +$126K | 1.13% | 25 |
|
|
2018
Q3 | $464K | Buy |
3,798
+301
| +9% | +$36.8K | 0.89% | 43 |
|
|
2018
Q2 | $442K | Buy |
3,497
+1,223
| +54% | +$155K | 0.86% | 42 |
|
|
2018
Q1 | $259K | Buy |
+2,274
| New | +$259K | 0.56% | 93 |
|