Plante Moran Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $963K | Buy |
|
|||||
|
2025
Q2 | $720K | Buy |
|
|||||
|
2025
Q1 | $743K | Sell |
|
|||||
|
2024
Q4 | $813K | Sell |
|
|||||
|
2024
Q3 | $1.41M | Sell |
|
|||||
|
2024
Q2 | $1.6M | Sell |
|
|||||
|
2024
Q1 | $1.63M | Buy |
|
|||||
|
2023
Q4 | $1.52M | Buy |
|
|||||
|
2023
Q3 | $1.46M | Sell |
|
|||||
|
2023
Q2 | $1.45M | Buy |
|
|||||
|
2023
Q1 | $1.47M | Sell |
|
|||||
|
2022
Q4 | $1.68M | Buy |
|
|||||
|
2022
Q3 | $1.31M | Sell |
|
|||||
|
2022
Q2 | $1.53M | Buy |
|
|||||
|
2022
Q1 | $1.32M | Sell |
|
|||||
|
2021
Q4 | $964K | Sell |
|
|||||
|
2021
Q3 | $848K | Sell |
|
|||||
|
2021
Q2 | $894K | Sell |
|
|||||
|
2021
Q1 | $938K | Buy |
|
|||||
|
2020
Q4 | $704K | Sell |
|
|||||
|
2020
Q3 | $740K | Buy |
|
|||||
|
2020
Q2 | $757K | Sell |
|
|||||
|
2020
Q1 | $767K | Buy |
|
|||||
|
2019
Q4 | $1.18M | Buy |
|
|||||
|
2019
Q3 | $926K | Sell |
|
|||||
|
2019
Q2 | $986K | Buy |
|
|||||
|
2019
Q1 | $942K | Sell |
|
|||||
|
2018
Q4 | $1.06M | Buy |
|
|||||
|
2018
Q3 | $943K | Sell |
|
|||||
|
2018
Q2 | $988K | Buy |
|
|||||
|
2018
Q1 | $874K | Sell |
|
|||||
|
2017
Q4 | $966K | Buy |
|
|||||
|
2017
Q3 | $895K | Sell |
|
|||||
|
2017
Q2 | $856K | Sell |
|
|||||
|
2017
Q1 | $947K | Buy |
|
|||||
|
2016
Q4 | $979K | Sell |
|
|||||
|
2016
Q3 | $915K | Buy |
|
|||||
|
2016
Q2 | $921K | Sell |
|
|||||
|
2016
Q1 | $885K | Sell |
|
|||||
|
2015
Q4 | $856K | Sell |
|
|||||
|
2015
Q3 | $793K | Sell |
|
|||||
|
2015
Q2 | $1.02M | Buy |
|
|||||
|
2015
Q1 | $941K | Sell |
|
|||||
|
2014
Q4 | $1.19M | Sell |
|
|||||
|
2014
Q3 | $1.28M | Buy |
|
|||||
|
2014
Q2 | $1.39M | Sell |
|
|||||
|
2014
Q1 | $1.28M | Sell |
|
|||||
|
2013
Q4 | $1.63M | Buy |
|
|||||
|
2013
Q3 | $1.43M | Buy |
|
|||||
|
2013
Q2 | $1.26M | Buy |
|