Plante Moran 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 | $720K | Buy |
5,025
+586
| +13% | +$83.9K | 0.05% | 63 |
|
|
2025
Q1 | $743K | Sell |
4,439
-1,176
| -21% | -$197K | 0.06% | 56 |
|
|
2024
Q4 | $813K | Sell |
5,615
-3,962
| -41% | -$574K | 0.07% | 54 |
|
|
2024
Q3 | $1.41M | Sell |
9,577
-668
| -7% | -$98.4K | 0.12% | 36 |
|
|
2024
Q2 | $1.6M | Sell |
10,245
-58
| -0.6% | -$9.07K | 0.16% | 35 |
|
|
2024
Q1 | $1.63M | Buy |
10,303
+80
| +0.8% | +$12.6K | 0.17% | 34 |
|
|
2023
Q4 | $1.52M | Buy |
10,223
+1,560
| +18% | +$233K | 0.16% | 39 |
|
|
2023
Q3 | $1.46M | Sell |
8,663
-528
| -6% | -$89K | 0.18% | 34 |
|
|
2023
Q2 | $1.45M | Buy |
9,191
+172
| +2% | +$27.1K | 0.17% | 36 |
|
|
2023
Q1 | $1.47M | Sell |
9,019
-344
| -4% | -$56.1K | 0.2% | 32 |
|
|
2022
Q4 | $1.68M | Buy |
9,363
+230
| +3% | +$41.3K | 0.24% | 30 |
|
|
2022
Q3 | $1.31M | Sell |
9,133
-1,432
| -14% | -$206K | 0.22% | 31 |
|
|
2022
Q2 | $1.53M | Buy |
10,565
+2,446
| +30% | +$354K | 0.26% | 32 |
|
|
2022
Q1 | $1.32M | Sell |
8,119
-97
| -1% | -$15.8K | 0.25% | 38 |
|
|
2021
Q4 | $964K | Sell |
8,216
-143
| -2% | -$16.8K | 0.16% | 55 |
|
|
2021
Q3 | $848K | Sell |
8,359
-180
| -2% | -$18.3K | 0.19% | 57 |
|
|
2021
Q2 | $894K | Sell |
8,539
-410
| -5% | -$42.9K | 0.22% | 55 |
|
|
2021
Q1 | $938K | Buy |
8,949
+618
| +7% | +$64.8K | 0.26% | 52 |
|
|
2020
Q4 | $704K | Sell |
8,331
-1,945
| -19% | -$164K | 0.22% | 57 |
|
|
2020
Q3 | $740K | Buy |
10,276
+1,794
| +21% | +$129K | 0.26% | 51 |
|
|
2020
Q2 | $757K | Sell |
8,482
-2,108
| -20% | -$188K | 0.3% | 46 |
|
|
2020
Q1 | $767K | Buy |
10,590
+787
| +8% | +$57K | 0.35% | 43 |
|
|
2019
Q4 | $1.18M | Buy |
9,803
+1,996
| +26% | +$240K | 0.41% | 38 |
|
|
2019
Q3 | $926K | Sell |
7,807
-114
| -1% | -$13.5K | 0.27% | 54 |
|
|
2019
Q2 | $986K | Buy |
7,921
+277
| +4% | +$34.5K | 0.3% | 48 |
|
|
2019
Q1 | $942K | Sell |
7,644
-2,142
| -22% | -$264K | 0.29% | 51 |
|
|
2018
Q4 | $1.07M | Buy |
9,786
+2,070
| +27% | +$225K | 0.37% | 41 |
|
|
2018
Q3 | $943K | Sell |
7,716
-96
| -1% | -$11.7K | 0.31% | 47 |
|
|
2018
Q2 | $988K | Buy |
7,812
+147
| +2% | +$18.6K | 0.5% | 40 |
|
|
2018
Q1 | $874K | Sell |
7,665
-50
| -0.6% | -$5.7K | 0.47% | 43 |
|
|
2017
Q4 | $966K | Buy |
7,715
+100
| +1% | +$12.5K | 0.54% | 37 |
|
|
2017
Q3 | $895K | Sell |
7,615
-589
| -7% | -$69.2K | 0.53% | 41 |
|
|
2017
Q2 | $856K | Sell |
8,204
-612
| -7% | -$63.9K | 0.54% | 41 |
|
|
2017
Q1 | $947K | Buy |
8,816
+498
| +6% | +$53.5K | 0.57% | 35 |
|
|
2016
Q4 | $979K | Sell |
8,318
-575
| -6% | -$67.7K | 0.61% | 33 |
|
|
2016
Q3 | $915K | Buy |
8,893
+108
| +1% | +$11.1K | 0.62% | 36 |
|
|
2016
Q2 | $921K | Sell |
8,785
-490
| -5% | -$51.4K | 0.67% | 33 |
|
|
2016
Q1 | $885K | Sell |
9,275
-240
| -3% | -$22.9K | 0.68% | 32 |
|
|
2015
Q4 | $856K | Sell |
9,515
-544
| -5% | -$48.9K | 0.64% | 33 |
|
|
2015
Q3 | $793K | Sell |
10,059
-559
| -5% | -$44.1K | 0.62% | 39 |
|
|
2015
Q2 | $1.02M | Buy |
10,618
+1,651
| +18% | +$159K | 0.73% | 32 |
|
|
2015
Q1 | $941K | Sell |
8,967
-1,627
| -15% | -$171K | 0.66% | 36 |
|
|
2014
Q4 | $1.19M | Sell |
10,594
-179
| -2% | -$20.1K | 0.87% | 22 |
|
|
2014
Q3 | $1.29M | Buy |
10,773
+164
| +2% | +$19.6K | 1.12% | 20 |
|
|
2014
Q2 | $1.39M | Sell |
10,609
-175
| -2% | -$22.8K | 1.24% | 19 |
|
|
2014
Q1 | $1.28M | Sell |
10,784
-2,300
| -18% | -$273K | 1.4% | 19 |
|
|
2013
Q4 | $1.63M | Buy |
13,084
+1,293
| +11% | +$161K | 0.92% | 16 |
|
|
2013
Q3 | $1.43M | Buy |
11,791
+1,154
| +11% | +$140K | 0.88% | 19 |
|
|
2013
Q2 | $1.26M | Buy |
+10,637
| New | +$1.26M | 0.93% | 17 |
|